Verity’s TAX CREDITS
Referral Partner Resources
Welcome to our resource page for referral partners!
We are committed to helping our Tax Preparer referral partners succeed by providing the highest level of service to their 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.
Sample Introduction Letter
Dear Client,
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 safely take advantage of the ERC. They have 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 necessary to defend your claims in the event of an examination.
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.
Sincerely,
[Your Name]
IRS Warnings Regarding “ERC Mills”
How These Industries Qualify for ERC
Adult Care Services
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Capacity Limits for Functions and Events
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Inability to Provide Social Services
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Prohibitions on Gathering
Architectural Firms
- Operational Restrictions
- Capacity Limits
- Travel Limitations
- Gathering Restrictions
Construction Industry
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Supply Chain Disturbances
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Travel Restrictions
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Job-site Shutdowns
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Customer or Vendor Restrictions
Churches
- Shutdown Orders
- Capacity Limits For Functions and Events
- Social Distancing
- Gathering Restrictions
Country Clubs
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Significant Decline in Gross Receipts
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Shutdown Orders
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Social Distancing Mandates
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Capacity Limits
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Gathering Restrictions
Energy Sector
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Significant Decline in Gross Receipts
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Shutdown Orders
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Social Distancing Requirements
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Operational Restrictions
Food Services Industry
• Capacity Restrictions
• Restrictions on Alcohol Sales
• Indoor Dining Closures
• Supply Chain Disruptions
Independent Schools
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Restrictions Prohibiting or Restricting Fundraising
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Social Distancing Requirements
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Capacity Limits
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Prohibitions on Public Gatherings
Law Firms
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Court Closures
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Filing Restrictions
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Social Distancing Requirements
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Capacity Limits
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Gathering Restrictions
Non-Profits
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Significant Decline in Donations
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Shutdown Orders
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Inability to Provide Services
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Restrictions on Fundraising Activities
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Social Distancing Requirements
Personal Service Providers
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Social Distancing Requirements
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Capacity Limits
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Travel Bans
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Operational Restrictions
Religious Organizations
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Significant Decline in Donations
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Shutdown Orders
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Inability to Provide Services
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Restrictions on Fundraising Activities
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Social Distancing Requirements
CASE STUDIES
Synagogue and School
- Were Able To Claim $600K
- Had 74 Employees
- Qualified Under Shutdown Orders
Architectural Mill Work Firm
- Were Able To Claim Over $350K
- Had 25+ Employees
- Qualified On A Decline In Gross Receipts
Restaurant Group
- Were Able To Claim 800K
- Had 75 Employees
- Qualified WIth Partial Shutdown Orders
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
