Our Clients Realized Over $250,000,000
Through our Employee Retention Tax Credit Service
Top rated by 450+ clients
★★★★★
Sheridan Wealth Advisors (SWA) secured significant and critical Employee Retention Tax Credit (ERC) benefits for their clients:
Successfully realized more than $250,000,000 in ERC claims for our clients.
Program effectively ended January 31st, 2024.
The ERC benefits were not a loan, but treated as income and could be used in any way.
Institutions and organizations qualified for benefits to compensate for revenue declines or for being "more than nominally impacted" during the COVID-19 pandemic in 2020 and 2021.
Key takeaways from ERC:
Sheridan Wealth Advisors journey with the Employee Retention Tax Credit (ERC) Program
In March 2020, Congress enacted the CARES Act and introduced the Employee Retention Tax Credit (ERC) program as a lifeline for organizations grappling with the economic impact of COVID-19. Sheridan Wealth Advisors (SWA) recognized early on the potential of the ERC to serve as a crucial aid for firms across the nation. Our mission was clear: to harness this opportunity to help clients harmed by the pandemic.