Our Clients Realized Over $250,000,000

Through our Employee Retention Tax Credit Service

gray high-rise building at night time
gray high-rise building at night time

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.

Watch and hear what we have accomplished for Law Firms and Hospitals