Verity’s TAX CREDITS
Referral Partner Resources
Welcome to our resource page for CPA referral partners!
We are committed to helping our CPA referral partners succeed and providing the highest level of service to our clients. If you have any questions or would like to learn more about how we can help you and your clients take advantage of the ERC, please don’t hesitate to reach out to us.
Thank you for your partnership, we look forward to working with you to help your clients succeed.
We would love to be introduced by you to the clients that you believe are a good fit. Below is a sample introduction email that you may use if you wish.
The flyers are designed for you to send to your clients who may be interested in ERC. We will continue adding industry flyers and landing pages as they are built.
Sample Introduction Letter
Dear Valued Client,
As tax season is in full swing, I wanted to take a moment to introduce you to a valuable tax credit that you may be eligible for – the Employee Retention Credit (ERC). The ERC is a refundable tax credit that is available to eligible employers who have been impacted by the COVID-19 pandemic.
While the ERC has been available since 2020, many eligible businesses have yet to take advantage of this valuable tax credit. That’s why I am excited to announce our partnership with VERITY Tax Credits. VERITY can help you determine if your business is eligible for the credit and help you claim it.
Our partner has a proven track record of helping businesses like yours take advantage of the ERC, with a team of experts who can provide guidance and support throughout the entire process. They can help you navigate the complex rules and regulations surrounding the credit and ensure that you receive all of the supporting documentation that fully defends your claim. As your trusted CPA, I am always looking for ways to help you minimize your audit risk and keep more money in your pocket.
If you are interested in learning more about the ERC and how it can benefit your business, please don’t hesitate to reach out to me. I would be happy to connect you with our partner and provide more information about the credit.
Thank you for your continued trust and support. I look forward to working with you to help you achieve your financial goals.
Sincerely,
[Your Name]
Will your clients be ready for ERTC audits?
Because of the aggressive and inaccurate claims made by “ERC Mills”, the IRS has issued several warnings about being sure that your ERC credits are able to be verified. It’s important for organizations to be aware of the issue and take necessary precautions to ensure their ERC claims are valid. The IRS is demanding detailed documentation and proof of compliance with tax aggregation and attribution rules.
But with so much on the line, it can be overwhelming for your clients to try to tackle these audits on their own. That’s where Verity Tax Credits, LLC comes in. Our experts are here to help your clients navigate the complex world of the ERC credit and deliver audit-ready reports that will give them peace of mind.
What Verity Delivers
Memos – Our Research Team builds a solid qualification case for every client. They build timelines and arguments to prove your qualifications for the ERTC.
Qualifications Summaries – Exactly how you qualify clearly laid out just as the IRS likes to see.
Qualified Wage Details – Breakdown of information on payroll by employee per quarter.
PPP Details (If Applicable) – Detail showing wages that were paid using PPP funds.
Government Orders – Location-specific Government Orders that negatively impacted your business during COVID-19.
Forms – Accurate and supportable numbers which allow you to confidently claim the tax credits that you are eligible for.
What Other Companies Deliver
Memos – Our Research Team builds a solid qualification case for every client. They build timelines and arguments to prove your qualification for the ERTC.
Qualifications Summaries – Exactly how you qualify clearly laid out just as the IRS likes to see.
Qualified Wage Details – Breakdown of information on payroll by employee per quarter
PPP Details (If Applicable) – Detail showing wages that were paid using PPP Funds.
Government Orders – Location-specific Government Orders that negatively impacted your business during COVID-19.
Forms – Prefilled tax forms with unverifiable accuracy ready for you to submit to the IRS.
Verity Has Helped
Law Firms
Churches
Construction Industry Companies
Synagogues
Restaurants
Hair Salons
Spas
Lasik Eye Surgery Centers
Plastic Surgeons
And more…
Working with the Verity team was efficient. They were clear on what they needed and how the data needed to be configured so they could work with it. All on the team were extremely pleasant and professional. Our positive results speak for themselves!
Gourmet Advisory Services
I have and will continue to give Verity every referral I can. Jeremiah is such a pleasant, polished professional. The results were better than we imagined. Verity is the team to go with every time.
Lori Bluberg
Westminster Presbyterian Church
“Working with the Verity team was efficient. They were clear on what they needed and how the data needed to be configured so they could work with it. All on the team were extremely pleasant and professional. Our positive results speaks for itself!”
Terry Monahan, Business Administrator
Pennsylvania Mineral Services
“I was very happy with the work of VERITY. They were very efficient in getting our company tax credits that were higher than my expectations. I would recommend them to anyone.”
Jack Pisarcik, Owner
