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ERC Filing Deadlines

An eligible employer claiming a refundable credit for any quarter in 2020 must file its 941x forms by April 15, 2024.

An eligible employer claiming a refundable credit for any quarter in 2021 must file its 941x forms by April 15, 2025.

Marketing & Essential Forms

E-Mail Templates & Signature

Hi [Prospect],

I’m reaching out to share a unique opportunity for your business.  It is a government program called the Employee Retention Credit or ERC.  The ERC is a refundable payroll tax credit for eligible employers who experienced difficulties due to the COVID-19 pandemic from March 13, 2020 to September 30, 2021.

The program has significant benefits for those businesses that qualify with direct payments of up to $26,000 per W2 employee. Qualification is complex and we provide white glove service to guide you through the process.

Your business can qualify with a decline in revenue or a full/partial suspension of business operations due to governmental orders appropriate governmental orders enacted in response to the COVID-19 pandemic.

Below please find some material to educate you on the program. Please click here (insert personal marketing link)  to schedule time with our team to answer any of your questions and guide you through the process.

We look forward to connecting with you.

[Name] : [Company Name, if applicable] : [Phone Number]: [eMail Address]

A member of the Bottom Line Referral Network

BLC Academy Links: BLC Overview 
What is ERC? | Two Ways to Qualify | FTE Limitations | Income Tax Requirements | Interaction with PPP

Has your business filed for the Employee Retention Credit yet?

The ERC is a refundable payroll tax credit for eligible employers who experienced difficulties due to the COVID-19 pandemic from March 13, 2020 to September 30, 2021.

There’s a common misunderstanding that only businesses who had a decline in revenue are eligible, this is not the case.  There are other ways to qualify.  Your businesses unique “facts and circumstances” determine eligibility. And your business may still qualify even if you increased revenue, received a PPP loan, or hired more employees.

Below please find some material to educate you on the program. Please click here (insert personal marketing link) to schedule time with our team to answer any of your questions and guide you through the process. 

We look forward to connecting with you.

[Name] : [Company Name, if applicable] : [Phone Number]: [eMail Address]

A member of the Bottom Line Referral Network

BLC Academy Links: BLC Overview
What is ERC? | Two Ways to Qualify | FTE Limitations | Income Tax Requirements | Interaction with PPP

[Name] : [Company Name, if applicable] : [Phone Number]: [eMail Address] 

A member of the Bottom Line Referral Network

BLC Academy Links: BLC Overview
What is ERC? | Two Ways to Qualify | FTE Limitations | Income Tax Requirements | Interaction with PPP

BLC Academy

Videos

Education Materials

Related Links

IRS ERC Guidelines

Referral Partner Center

ERC qualification is a complex and nuanced process and can vary based on State, industry, governmental orders etc… Most Accountants are well versed in the accounting procedures and the tax code and I’m sure yours is the same.
However, the ERC is a specialized program and one that requires an in-depth understanding of the nuances I mentioned. Our team is comprised of in-house tax attorneys and CPAs that specialize in government programs and the ERC.

The ERC program has two ways to qualify:

  • A significant decline in gross receipts for any eligible quarter in 2020 or 2021, defined as a 50% reduction in revenue during any quarter in 2020 compared to the same quarter in 2019, or a 20% reduction in revenue in any quarter of 2021 compared to the same quarter in 2019.
  • A full or partial suspension of operations due to orders from the federal government, or a state government having jurisdiction over the employer, limiting commerce, travel, or group meetings related to COVID-19.

 

It is possible your accountant is not familiar with the qualification paths and nuances, and we are happy to share our experience and expertise. Our objective is to help your business if you feel you and your business meet the eligibility criteria.

Remember, we have been in business for over 15 years supporting organizations like yours across many government aids and cost saving programs. We help educate you on the program and walk you through the process with our white glove service. If you choose to not proceed with us we hope you will continue to clarify your eligibility and learn more about the ERC program and how it might benefit your business.

At Bottom Line, we are steadfast in our mission to educate American businesses on the ERC program and help them realize savings in a transparent, ethical, quality, and compliant manner… helping them reinvest in themselves and their future.

I understand you feel our fee is too high. If a customer believes they are eligible for ERC, we never want our fee to dissuade anyone from filing for ERC. That said, ERC qualification is a complex and nuanced process and can vary based on State, industry, governmental orders etc…

You should know that our company has been in the government aid and tax recovery business for over 15 years. Our team is comprised of in-house tax attorneys and CPAs that specialize in government programs and the ERC. We not only provide a white glove service to all customers, regardless of size, we also provide audit support should an audit arise. In the unlikely event of an audit, BLC has you covered. We provide audit support for all our customers. We also assume the risk with each client, forfeiting our fee if disallowed funds require repayment to the IRS.

We understand that we might not be the right fit for every customer and there are other companies out three that might be a better fit. If you choose to not process with us, we just ask that you do your research and visit the IRS website for watchouts on 3rd party companies. The IRS does a great job explaining some of those watchouts for “scammers”.

At Bottom Line, we are steadfast in our mission to educate American businesses on the ERC program and help them realize savings in a transparent, ethical, quality, and compliant manner… helping them reinvest in themselves and their
future.

That is a great question and an important point to review. The IRS audits claims as part of their normal course of business and the ERC program is no different. While the audit rate is low it is something that could occur.

If audited, Bottom Line Concepts has you covered. We provide audit support for all our customers. We also assume the risk with each client, forfeiting our fee if disallowed funds require repayment to the IRS.

You also need to understand the audit period: The IRS Audit period for ERC is: 3 years for 2020 and Q1,Q2 of 2021 and 5 years for Q3 of 2021

At Bottom Line we believe in ethical, conservative filings for the Employee Retention Credit (ERC) and following IRS guidelines. At Bottom Line Concepts we stand behind our work and offer audit support, documentation of eligibility determination and a summary of all calculations used to determine the refund.

If you are contacted by the IRS directly or through a letter, the first thing we ask you to do if reach out to us so we can
gameplan the best way to respond and begin our audit support for you.

Two Specific Ways to Qualify for ERC

1. Decline the gross revenue. Each quarter is independently measured against the comparable quarter in 2019

50% decline in 2020(Q2,3,4)

20% decline in 2021(Q1,2,3)

2. Full or partial suspension of operations

The second way to qualify is if your business experienced a full or partial suspension of operations. A partial suspension is defined by having to make modifications to the operations of a business due to government orders resulting in a “nominal effect” to the business operations.

“Nominal Effect” – IRS Notice 2021-20-Page 39 “The mere fact that an employer must make a modification to business operations due to a governmental order does not result in a partial suspension unless the modification has more than a nominal effect on the employer’s business operations. Whether a modification required by a government order has more than a nominal effect on the business operations is based on the facts and circumstances. A governmental order that results in a reduction in an employer’s ability to provide goods or services in the normal course of the employer’s business of not less than 10 percent will be deemed to have more than a nominal effect on the employer’s business operations.”

The considerations for determining the nominal effect are that you would be able to say yes to at least one of the bulleted items in the list of Covid.

Two Ways to Qualify

On October 19th of 2022, the IRS issued a warning regarding the ERC program as it relates to some 3rd party processing firms. You can find a link to the warning on the IRS site here.  

The IRS warning suggests some 3rd party processing firms charge large up-front fees or contingent fees without proper calculation methods or understanding of the ERC program which may result in repayments, penalties, and accrued interest, adversely impacting their business. 

At BLC, we are aware of the IRS warning and are supportive of its mission to inform employers to do their diligence when selecting a 3rd party to assist with their ERC. 

We have served clients across many industries and represent ~30% of the top 100 accounting firms, ~30% of the top 100 law firms and 20% for the Fortune 1000.  I’d like to personally confirm our commitment to you and your organization. 

Through our 15 years’ experience in recovering money from the federal and states governments, we strive to provide you with the best ERC service and experience in the industry.  We pride ourselves on delivering cost savings and value to our clients.  In all our years’ operating, we have never charged any upfront fees. 

As part of our service, we commit to provide you with: 

A comprehensive ERC Report that is an audit ready file based upon IRS audit guidance. 

Guidance to help you understand the ERC Program and clearly explain both Your eligibility and how Your eligible wages are calculated, especially what ineligible wages must be excluded from your ERC claims.  

Proven by our track record, we are confident in our approach, calculation method and quality process. Should you have any question on this matter please reach out to me directly. 

We appreciate your business and trust in our ability! 

On October 19, 2022, the IRS issued a warning on ERC claims.  They renewed and expanded that warning yesterday on March 7, 2023. We at Bottom Line are very pleased that the IRS issued these warnings, as there are many fly-by-night, so-called ERC “experts” or “consultants” that are misrepresenting their experiences and the parameters of the ERC program to employers. As you know, Bottom Line is no newcomer, with over 14 years in the cost-savings consulting space. From the very beginning of the CARES Act we have made our clients aware of the ERC opportunity and assisted qualifying clients, many of which are part of the top 100 accounting and law firms and Fortune 1000, in navigating the ERC claims’ submissions process.

Many potential clients will be—and should be—aware of the IRS warnings. The IRS warns employers to carefully review the ERC guidelines before submitting a claim.  There are several dubious promoters pushing ineligible employers to file while not informing employers that wage deductions claimed on their tax returns must be reduced by the amount of their ERC refund through amending their returns. The following addresses each of the IRS warnings and how these warnings relate to the services that Bottom Line provides its clients:

Bottom Line provides IRS qualification information to every client. For instance, we highlight that clients may qualify not only based upon a significant decline in gross receipts; they may also qualify if a client’s operations were fully or partially suspended in the event that gross receipts were not impacted.

At Bottom Line, we routinely assist clients with 5 or more W-2 employees navigate the ERC process, including performing calculations to determine the amount that each client qualifies for and assisting in the preparation of IRS filings.

For clients who have already filed their income tax returns for the applicable year receiving ERC, at Bottom Line, we highlight the need for them to amend their returns to correct any overstated wage deductions.

At Bottom Line we are very proud of the services we provide to our clients, which exceed the highest industry standards. We continue to monitor and update our team and clients with respect to any changes to IRS guidance as it relates to the ERC program.

As always, we thank you for your efforts on behalf of Bottom Line.

On March 20, 2023, the IRS published its annual “Dirty Dozen” list of a variety of scams that taxpayers may encounter, which includes aggressive ERC promoters making offers too good to be true. The IRS also cautioned taxpayers to be cognizant of advertisements which exist solely to collect the taxpayer’s personally identifiable information in exchange for false promises, warning that these scammers then use the information to conduct identity theft.

We at Bottom Line are very pleased that the IRS continues to issue these warnings to unsuspecting taxpayers, as there are several dubious promoters pushing ineligible employers to file while not informing employers of various aspects of the ERC program impacting their taxes. These fly-by-night, so-called “experts” that misrepresent the ERC program inevitably taint legitimate service providers and consultants who want to help qualified taxpayers to obtain legitimate employee retention credits, as the CARES Act intended. Reiterating several earlier alerts, the IRS highlights schemes from promoters that are based on inaccurate information related to eligibility for and computation of the credits. 

As you are likely aware, Bottom Line is no newcomer, with over 14 years in the cost-savings consulting space. From the very beginning of the CARES Act we have made our clients aware of the ERC opportunity and assisted qualifying clients, many of which are part of the top 100 accounting and law firms and Fortune 1000, in navigating the ERC claims’ submissions process. We work closely with several former IRS tax attorneys to navigate the most up-to-date IRS guidance. The following addresses the IRS’s warnings and how these warnings relate to the services that Bottom Line provides its clients:

Bottom Line provides IRS qualification information to every client. For instance, we highlight that clients may qualify not only based upon a significant decline in gross receipts; they may also qualify if a client’s operations were fully or partially suspended as a result of government orders.

At Bottom Line, we routinely assist clients with 5 or more W-2 employees navigate the ERC process, including performing calculations to determine the amount that each client qualifies for and assisting in the preparation of IRS filings.

Obviously, when clients who have already filed their income tax returns for the applicable year receive ERC credits, we also highlight that such clients will need to amend their returns to correct any overstated wage deduction.

For clients who have already filed their income tax returns for the applicable year receiving ERC, at Bottom Line, we strive to make it clear, and highlight the need for them to amend their returns to correct any overstated wage deductions.

At Bottom Line, we continually monitor and update our team and clients with respect to any changes to IRS guidance as it relates to the ERC program. We are very proud of the services we provide to our clients and, as always, we are thankful for the trust you have placed in us to assist with your ERC needs. 

This is sent as part of BLC’s continued updates of IRS alerts related to bad actors and abuses of the ERC program. In the most recent alert on May 25th, the agency appropriately reiterated its warning to businesses and tax-exempt groups regarding ERC scams that use deceptive marketing practices to encourage the filing of fraudulent claims—ERC claims that the targeted business does not qualify for. 

The ERC is a critical program supporting American small business and aligned to the mission BLC has had for over 15 years: to help American business realize savings in a transparent, ethical, quality, and compliant manner. As a cost reduction consulting company that includes client assistance with the ERC program, BLC applauds the IRS’s proactive efforts to highlight risks for small businesses and warning the public of bad actors. 

As we explain to clients, the IRS qualification and eligibility requirements are complex and require expertise, experience, and time. Should a client or RP ask about this IRS warning, please refer to the points below so we can help educate them while also ensuring that our market message remains consistent:

  • We are aware of the IRS warning and are supportive of its mission to inform companies of the signs of potential bad actors.
  • We agree that the application process is complex and requires expertise and experience to calculate the potential refund.
  • The BLC screening process takes time and is underpinned by a detailed qualification analysis method to ensure compliance with the IRS guidelines.
  • BLC was founded in 2009, and for all our years operating, we have never charged any upfront fees.
  • We ensure our clients understand the ERC program and clearly explain both a Client’s eligibility and how their eligible wages are calculated—especially what ineligible wages must be excluded from their ERC claims.
  • Roughly 40% of business referred for possible ERC filing were not accepted by Bottom Line for ERC filing assistance as our screening process determined that these businesses did not meet the ERC criteria as set forth in the Cares Act.

At Bottom Line, we are steadfast in our mission to educate American businesses on the ERC program and help them realize savings in a transparent, ethical, quality, and compliant manner… helping them reinvest in themselves and their future.

Frequently
Asked
Questions

Have questions? We are here to help.

No. Only W-2 employee wages can be claimed, and you cannot claim your own wages as a majority owner even if you are on a W-2 wage.

No. Only W-2 employee wages can be claimed for the credit.

Yes! You can apply for ERC, but you may not claim ERC on wages paid to family members of majority owners. This includes immediate family plus in-laws, aunts, uncles, and cousins.

Yes! Your business will be able to qualify for ERC if you had a full or partial suspension of operations.

The Employee Retention Credit (ERC) uses qualified wages as the basis for its calculation, which covers any wages paid that are subject to FICA taxes. These qualified wages can include various types of compensation, such as salaries, hourly wages, vacation pay, and certain health plan expenses, among others.

The program began on March 13th, 2020 and ends on September 30, 2021, for eligible employers. You can apply for refunds for 2020 and 2021 after December 31st of this year, into 2022 and 2023. And potentially beyond then too. We have clients who received refunds only, and others that, in addition to refunds, also qualified to continue receiving ERC in every payroll they process through December 31, 2021, at about 30% of their payroll cost. We have clients who have received refunds from $100,000 to $6 million.

Yes. Under the Consolidated Appropriations Act, businesses can now qualify for the ERC even if they already received a PPP loan. Note, though, that the ERC will only apply to wages not used for the PPP.

Your business qualifies for the ERC, if it falls under one of the following:

  • A government authority required partial or full shutdown of your business during 2020 or 2021. This includes your operations being limited by commerce, inability to travel or restrictions of group meetings.
  • Gross receipt reduction criteria is different for 2020 and 2021, but is measured against the current quarter as compared to 2019 pre-COVID amounts.

“To qualify for the ERC, an employer must meet one of the following requirements:
A significant decline in gross receipts for any eligible quarter in 2020 or 2021- defined as a 50% reduction in revenue during any quarter in 2020 compared to the same quarter in 2019, or a 20% reduction in revenue in any quarter of 2021 compared to the same quarter in 2019.

A full or partial suspension of operations – due to orders from the federal government, or a state government having jurisdiction over the employer, limiting commerce, travel, or group meetings related to COVID-19. “

“Yes, your business qualifies for the ERC with a drop in revenue if it had a significant decline in gross receipts. The meaning of a significant decline in gross receipts differs between 2020 and 2021.

In 2020, a significant decline is defined as a 50% decrease compared to the same calendar quarter in 2019.

In 2021, a significant decline is defined as a 20% decrease compared to the same calendar quarter in 2019.”

Yes. Under the Consolidated Appropriations Act (CAA), businesses can qualify for the ERC even if they already received a PPP loan. Employers are allowed to claim ERC on wages that were not paid with the proceeds of a PPP loan. It is important to note that you can’t use wages to calculate ERC that were used to qualify for PPP loan forgiveness. This is known as “double dipping” and is not permitted by the IRS.

No, unlike a loan, this credit does not have to be repaid. If audited the IRS has the right to claw back the funds.

To qualify, your business must have been negatively impacted in either of the following ways:

  • A government authority required partial or full shutdown of your business during 2020 or 2021. This includes your operations being limited by commerce, inability to travel or restrictions of group meetings.
  • Gross receipt reduction criteria is different for 2020 and 2021, but is measured against the current quarter as compared to 2019 pre-COVID amounts.
  • A business can be eligible for one quarter and not another.
  • Initially, under the CARES Act of 2020, businesses were not able to qualify for the ERC if they had already received a Paycheck Protection Program (PPP) loan. With new legislation in 2021, employers are now eligible for both programs.

The ERC program covers eligible wages paid to W-2 employees from March 13th, 2020 through September 30th, 2021 for eligible employers.

The employee retention credit (ERC) is a refundable payroll tax credit that was put into law through the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The ERC is for businesses that continued to pay employees while shut down due to COVID -19 restrictions or had significant decline in gross receipts from March 13, 2020 to September 30, 2021. This credit offsets employment taxes paid by an employer to offer relief from the COVID-19 pandemic.  

The deadline for claiming the ERC for eligible quarters in 2020 is April 15, 2024. The deadline for claiming the ERC for eligible quarters in 2021 is April 15, 2025.

The ERC will be issued in the form of a cash refund that you will receive in the mail from the IRS. The IRS will send checks based on qualifying quarters. You may receivce several checks (e.g., one check per quarter). The IRS reserves the right to use funds as a credit towards back taxes.

“Yes, you will need to refile your income tax returns. The IRS has indicated your company’s wage expense (deduction) on their income tax return must be reduced by the amount of the ERC for the applicable tax year (2020 or 2021). You will need to file an amended federal and state income tax return for the taxable year of the credit to correct any overstated wage deduction.

Note: Any interest paid to you by the IRS would have to be reported on your income tax filing.”

The IRS issued these warnings, as there are many fly-by-night, so-called ERC “experts” or “consultants” that are misrepresenting their experiences and the parameters of the ERC program to employers. The ERC is a complicated tax program that requires deep expertise and understand of the nuances. When choosing an ERC company look for companies with a proven real track record and watch out for red flags (e..g, large upfront cost, no CPAs or tax professionals on staff)

“The IRS Audit period for ERC is:
3 years for 2020 and Q1,Q2 of 2021
5 years for Q3 of 2021 “

While the timeline may vary based on the IRS workload, we are seeing clients receive refunds within a 4-10 month timeframe from filing. The timeline may vary as the IRS’s process varies. 

The Employee Retention Credit (ERC) allows employers to claim a maximum credit amount of $26,000 per employee. For the tax year 2020, employers can claim up to 50% of qualified wages per employee, with a maximum credit of $5,000 per employee for the entire year. In contrast, for the tax year 2021, employers can claim up to 70% of qualified wages per employee per quarter, with a maximum credit of $21,000 per employee for the year. However, it’s worth noting that most businesses will only be eligible to claim qualified wages for Q1 through Q3 of 2021.

Unlike a loan or other form of business funding, the Employee Retention Credit (ERC) is a fully refundable tax credit that does not come with limitations on how it can be spent. As a result, businesses that qualify for the ERC can choose to spend their refund in any way they see fit.

What some of our clients say

we always take care of our clients and they love our service

Cape Cod Children’s Place’s experience with Bottom Line was exceptional. Navigating all the different financial benefits for non-profits that remained open during COVID was challenging. Bottom Line made it easy as they walked us through the application and provided to us what to expect in the process. We are fortunate to be able to support our staff that provided services….

Guardian

Guardian

Cape Cod Children’s Place’s experience with Bottom Line was exceptional. Navigating all the different financial benefits for non-profits that remained open during COVID was challenging. Bottom Line made it easy as they walked us through the application and provided to us what to expect in the process. We are fortunate to be able to support our staff that provided services….

Cindy Horgan, Executive Director

Cape Cod Children’s Place

Their team was available to answer my questions and provide information to help us to apply for the credit. Once we submitted information to Bottom Line, they gave us a realistic estimate of the time it would take for their team to process our application and submit it, including preparing all the necessary documentation for the IRS. They made their….

Steve Contreras, Business Manager

Our Mother of Sorrows Parish

My organization is profoundly grateful to Bottom Line Concepts for helping us with our filing for The Employee Retention Credit. We received a refund in excess of $200,000. There are so many nuances to the IRS program and Bottom Line helped us navigate through all of them. I could not have done this on my own. ….

Danny Bernstein

Backyard Sports

Thank you for all Bottom Line did for me. I had made the assumption that I wouldn’t qualify for the ERC program, and was I wrong! The process was seamless and painless. I highly recommend Bottom Line Concepts to every small business I come in contact with.Thanks again!….

Andy Rittberger, President

Carl Rittberger Sr., Inc.

We found out about Bottom Line Concepts through a client. He encouraged us to check with them and find out if our company qualified for the ERC reimbursement. We are glad we did. BLC successfully filed the paperwork on our behalf after reviewing our financials. Reimbursement from the Department of the Treasury was approved, and refund checks were issued….

Yvette Kidson, VP

German Car Repair, Inc.

We were very pleased with BLC’s performance all through this process. Your team was professional and responsive, as were you, whenever there was a question regarding procedures. Thanks again for all your help as I know we would never have been able to achieve these results without you…..

Ralph Johnson

Color Technology Inc

Working with Bottom Line Concepts, LLC was a positive experience and made the ERC program easy to navigate. Joseph Kimbler and Meagan Farrare’s team were professional and prompt which made the application process simple and straightforward. As a small business owner, it was a reassurance to have the BLC team helping us…..

Leah Barker, Secretary and Treasurer

QuikSpray LLC

Our nursery school was so happy to net over $150,000 for the ERC refund. We are using it to do some long, long-overdue renovations. The people at Bottom Line Concepts were very efficient and friendly…..

Kathy Abbott, Director

The Sprout House

Bottom Line Concepts was able to deliver on the ERC filing in a timely and efficient manner. Throughout the process they were responsive to our questions and concerns, and as a result we received our funds in a timely manner. We greatly appreciated their professionalism. . .thank you BottomLine!….

Don Mackay, CFO

Remote Area Medical

BLC has proven to be a thorough, professional company to partner with when filing for the ERC. They make the process seem simple as they do the heavy lifting for you. Even with a large volume of clients going through the process, they maintained clear and consistent communication from verifying if a business is eligible to the timing of receiving….

Dianna Worthington, CFE

neighborly

Bottom Line Concepts helped me receive more capital than anticipated. The process was very simple and streamlined and their team was there to help every step of the way. Based on my experience, I would recommend Bottom Line for your ERC needs…..

Scott Bryant, CEO

Pineworx

I hired Bottom Line Concepts to help me navigate the complexities of the ERC Tax Credit program. The people at Bottom Line did a good job of walking me through the process and making it easy for me. I received my ERC refund a few months after filling out the paperwork. I am very satisfied with the service provided by….

Eric Shapiro, CEO

Beaker & Surface-Tech LLC

Bottom Line Concepts has been an absolute game-changer for our company. Their expertise in navigating the ERC refund process was effective and impressive. Thanks to them, we received a substantial refund that has significantly improved our financials and morale! This unexpected injection of funds allowed us to reinvest in crucial projects, hire additional staff, and strengthen our cash flow. Bottom….

Brian Nasajon

Beaker & Gray

I was very pleased to have worked with Bottomline, All I had to do was provide them with some papers and info and they did the rest. It took a few months to get the money for the ERC Program but I didn’t mind. Someone had always kept in touch which was nice, you wasn’t forgot about. When the money….

Leslie Bates, Business Owner

Bates Recycling LLC

This was our first time using Bottom Line. Honestly from the first email to the final email when the job was done, it’s been simple and pain free. Questions answered timely and efficiently. Experience has been 5 stars…..

Tammy Estep, Accounting Manager

Oversized Box

My name is Bill Goins. I own and operate Goins Automotive Service Inc. in Mt Washington KY. A representative from Bottom Line approached me and let me know there was a tax refund for staying open and working through COVID. Kamryn Cantu helped us recover a tax refund I didn’t even know was available. She took care of everything….

Bill Goins, Business Owner

Goins Automotive Inc.

BLC was great to work with. You guys were responsive to me during the process and delivered on what your estimates were. I definitely could not have done it without you guys. It was a great experience and would recommend you all to anyone in need of assistance in obtaining their ERC…..

Christopher W. Wadsworth, Managing Partner

Wadsworth, Margrey & Dixon LLP

I met Omar at Bottom Line Concepts a couple of months ago concerning the ERC program. I gave Omar the paperwork that he asked me for and after a few weeks we received all the returns from the IRS. His service was very professional. He did the same job for my business partner in a different company, and they are….

Gabriel Marcovich, CEO

DGI Logistics

I’m incredibly grateful for the assistance provided by Bottom Lines Saving with my ERC refund. Their expertise and dedication made the process smooth and efficient. Highly recommended!….

Hernan Carnevalle, Business Owner

Holi Petit Restaurants

The process of applying for the ERC program was handled immediately, and the information was given to the IRS within a week of me giving Bottom Line Concepts the information. Omar and Bottom Line Concepts handled everything in a very professional manner and kept us up on where everything was at along the way. We highly recommend them to anyone….

Mike Gaddis, Business Owner

Cole Apparel

I was extremely pleased with the effort and results the team at Bottom Line Concepts did in helping my company secure payroll relief during 2020 and 2021. I have recommended friends and collegues who own companies to work with them as well. ….

Patrick Ard, CEO

ARD APPRAISAL Co.

Bottom Line Concepts was a pioneer in providing our school with information about the Employee Retention Credit (ERC) under the Coronavirus Aid, Relief and Economic Security (CARES) Act. With the support of their knowledgeable staff, we were able to apply for the credit in a timely manner. ….

Illiana Perez, CEO

Kingdom Academy

Bottom Line provided a very good service in obtaining the ERC for our company. We are sure to use their services again in the future…..

Claudio Kalili, Business Owner

Sagrado Cafe

Jefferson Behavioral Health System has worked with Bottom Line Concepts for the past year. They are an outstanding company that creates a true partnership with their clients. They are always available to meet with and thoroughly answer any questions in a timely fashion. We are well pleased with their efforts in helping us to apply for and receive Employee Retention….

Anthony Sheposh, CEO

Jefferson Behavioral Health Systems

My experience working with Gonzalo from Bottom Line was amazing. They deliver what they promise for all my companies, and I definitely recommend them. ….

Ivan Gomez, Business Owner

Big G Roofing Inc

Bottom Line was very easy to work with and kept in constant communication with us every step of the way. We were initially apprehensive but Bottom Line explained the entire process to us and remained available to us any time questions arose. I would highly recommend that business owners who are interested in ERC funding work with Bottom Line…..

William Holland, Business Owner

5 Star Cares, Inc

Bottomline Concepts has the best service ever! I literally had zero stress and they made it so easy for us to retrieve our ERC. Their staff is kind and considerate and made everything effortless. We received our ERC checks from the IRS exactly when they told us to expect them. It’s saved our business! Covid was very hard on us….

Asha Deliverance, President

Pacific Domes

We highly recommend Bottomline. We were delighted by the efficiency, speed and results that Bottomline provided, from the moment we first engaged with them through to project completion. The process and documentation were presented clearly which gave us immediate confidence that the project was in good hands. ….

Charlie Mason, Controller

Intensity Fitness-Tennis-Dance

You guys are fabulous and easy to work with — outstanding at each level. Everyone was knowledgeable, patient, understanding, and always helpful throughout the whole process. We have recommended Bottom Line to numerous other companies that we work with. I have talked to other companies who have used someone different and all I heard was horror stories. So when I….

Peter Macaluso, Business Owner

Melissa Lightning, Inc.

Throughout the entire process, everyone I spoke with at Bottom Line Concepts was incredibly kind and patient. I am immensely grateful that I did not allow my initial skepticism to sway me from following through with their services. Otherwise, I would have missed out on receiving a substantial amount of money. Thank you, Bottom Line Concepts, for your outstanding work….

Monica Laborin, Operations Manager

Delcas Auto Collision

My experience with BLC was great. Mr. Kimler was really helpful and attentive. I found it very easy and comfortable working with him. I really appreciate him helping me with my Employee Retention Credit refund. He always answered my calls and questions. I would definitely go back to Mr. Kimler for any other questions that I may have concerned my….

Maria Acevedo, Business Owner

Acevedo Contracting

My direct representative at Bottomline was Peyton Blakney-Moore. I was extremely impressed with all my interactions with her and her clear and professional updates to keep me informed of how the process was proceeding. This is one satisfied customer! ….

Dave Davenport, Business Owner

Chili Gas Inc

We were referred to Bottom Line Concepts by a colleague; our project manager was Peyton. I cannot recommend them highly enough. Throughout the seamless process, their professionalism, efficiency, and expertise made them an invaluable partner in our journey to ERC success. Peyton and the team not only helped us navigate the complexities of the program, but also ensured that we….

Hal N Arnold, D.M.D

I just wanted to say thank you to the entire Bottom Line team that helped us navigate the ERC program. From the onset the team was polite and professional, even when we threw them some challenges. First, our payroll company was supposed to be working on the filing, but we learned they hadn’t touched it for months. Thankfully, we went….

Brian Greer, Business Owner

Liberty Transport

In March of 2021, Bottom Line Concepts was introduced to me. I had no idea I was eligible for the ERC credit. I am beyond grateful for retaining Bottom Line. They explained exactly why I was eligible and how this process would work. They made it so easy. Always responsive and available. I was always up to date. Every question….

Mark Labib, Franchise Owner

Home Instead

My recent experience with Bottom Line Concepts was AAA+. The entire process was professionally handled and easy to do. The staff was always available to answer questions. Our refund was received in the time frame we were told to expect it. I have recommended Bottom Line Concepts to my business associates explaining it is money you could be eligible for….

Karen Jung, Moss & Post LLC

Moss & Post LLC

Thank you Bottom Line for all of your assistance in helping my business, Care For Me Home Health with our ERC credit. The process was fast and expedient and the staff were able to answer all of my questions. Thanks and I will be referring my colleagues to you…..

Danielle Darden, Senior Director

Care for Me Home Health Services LLC

I actually didn’t totally belleve we would qualify for such a large credit, but once understanding that there would be no cost to us unless we received a credit, I decided to proceed. Bottom Line guided me on what was needed to submit the amended tax returns. It did take some time on my part, but it was so worth….

Nancy Ruiz Gordon

NIKIG&BM INC

I was introduced to an ERC advisor at BottomLine Concepts very early in the span of the Employee Retention Credit program. Very little was known about this Federal program within my franchise, but from our first meeting with their ERC team, they were incredibly knowledgeable and patient with our extensive internal review process. We spoke with Client Relations, Accounting, Legal,….

Barry Goodman, Regional Developer

The Joint Chiropractic

I was referred to Bottom Line Concepts through a friend who had previously used their services and was very satisfied with the results. Prior to engaging with Bottom Line, I was working with another firm that promised massive returns, but they seemed inexperienced with our type of business and it created a frustrating process. I then met with members of….

Mike Tozier, Chief Financial Officer

Brown Wilbert, Inc.

I have to admit I was skeptical that we would qualify for anything at first. Everything I had read about ERC said that if we stayed open or had an increase in gross receipts during COVID, then we would not be eligible to receive a refund. After connecting with Melanie from Bottom Line Concepts and answering some of her questions,….

Jen Santos, Vice President

Danny's Appliance

Working with Bottom Line Concepts was a great experience! Once all the paperwork was completed, the process went faster than expected, and we received our money in a timely manner! Thank you Bottom Line Concepts!….

DeAnna Davis

JD & Sons Complete Construction LLC

Our company engaged BottomLine Concepts in the spring of 2023 for assistance with the Employee Retention Credit program available for qualified businesses. They were informative about the different requirements and regulations, and they helped our team understand the process from start to finish. We highly recommend Bottom Line Concepts for their assistance with the ERC program as it can be a complicated process….

William Koehler, Jr., Owner

Wash Your Way RVA

Bottom Line Concepts was very helpful in simplifying the ERC application process and worked with us every step of the way. Their expertise and skillful handling of the paperwork was particularly helpful for my small business, which suffered tremendous hardship due to the COVID-19 pandemic. Because of Bottom Line’s diligent work, we received money that we’ll be able to invest into….

Richard J. DeCesare, Franchise Owner

16 Handles Frozen Yogurt

I am incredibly grateful to Bottom Line Concepts for facilitating a quick and seamless process in helping my small business, Ba-Tampte Pickle Products, Inc., receive its ERC grant in 2022. Their unwavering professionalism and attention to detail helped us garner favorable and timely results. It was also nice to work with a firm that sees the value in helping small….

Howard Silberstein, CEO

Ba-Tampte Pickle Products, Inc.

We signed up with Bottom Line Concepts and they were professional, proficient and polite! We really appreciated their promptness and guidance through the ERC application process. It was very helpful and I would recommend them to any client, friend or family member!….

Terrence M. McShane, Esq.

McShane P.C.

I am incredibly grateful to Bottom Line Concepts for facilitating a quick and seamless process in helping my small business, Ba-Tampte Pickle Products, Inc., receive its ERC grant in 2022. Their unwavering professionalism and attention to detail helped us garner favorable and timely results. It was also nice to work with a firm that sees the value in helping small….

Howard Silberstein, CEO

Ba-Tampte Pickle Products, Inc.

If it wasn’t for Bottom Line Concepts, I would have never been aware of the ERC program. The team was instrumental in handling and filing the necessary paperwork with the IRS, and I was very pleased with the grant amount that came back to my business. This grant was critical in helping my dry-cleaning store survive the pandemic, allowing me….

Aldo Cataldo, President

Aldo's

I can’t thank you enough for your help with the ERC process. We’ve been contacted by hundreds of sales reps from other companies and ignored them all. Your call was the first I took seriously which allowed me to learn about our potential credit. I was skeptical but you were patient and communicative and you stuck with me. You made….

Erin Smith, Chef & Owner

Feges BBQ

I met my BLC Advisor when he stopped into one of my locations and happened to be there that day. I had not heard of the ETC, but after a quick discussion, I was interested in hearing more about the opportunity. A few days later, we had a 15-minute call about the grant, Bottom Line Concepts, and specifics on how….

Michael Bertanza, Owner

The Tasty Yolk

After learning about the Employee Retention Tax Credit program, I eventually decided to call Bottom Line Concepts. I could not be happier. They were very helpful in explaining the program and also helped us through the process. I was able to use the funds to help my business fully recover from our state’s mandated six month closure. I was also….

Mark Lefkowitz, Owner

Club Pilates New City

Joseph at Bottom Line Concepts did a great job of guiding us through the application for ERC funds. The process was quite simple and we received our monies in about six weeks, collecting a refund much larger than we expected…..

Pat Hilliard, Operations Manager

Catch The Fire Raleigh Church

Our experience with Bottom Lines Savings was wonderful. It was a simple — they requested information, I sent it, the company completed the process, they handled the rest of the process, received our funds, and then I paid for their services. Bottom Line Concepts kept me updated throughout this entire process. Thank you so much!….

Tim Poteet, Owner

4P Metals, LLG

Bottom Line Concepts delivered as promised with their AP Recovery Audit. Multiple legitimate opportunities were identified and recovered through their proven approach, bringing back value to our organization. The BLC team have been great partners throughout the whole process. I especially appreciated that even Josh, BLC CEO, would take the time to check in to see how things were going…..

Adrien Pouey, Sr. Manager of Global Delivery Center

Uber Technologies, Inc

“Bottom Line Concepts delivered as promised with their AP Recovery Audit. Multiple legitimate opportunities were identified and recovered through their proven approach, bringing back value to our organization. The BLC team have been great partners throughout the whole process. I especially appreciated that even Josh, BLC CEO, would take the time to check in to see how things were….

Uber

Uber Technologies, Inc

“We have worked with Bottom Line on a number of savings and refunds projects. Each of their programs required very little time and effort on our side, while delivering great results. Their team has always been courteous and attentive to our needs. Whenever we have needed something, they have gotten back to us right away. After all these years of….
Nobu

John Kendrick, CFO

Nobu

“Bottom Line Concepts has terrific leadership and fulfills its promise to add value by contributing to the bottom line of your organization. They promised us positive results and delivered on their promise! There are very few no risk/all reward opportunities available today in the business world. Bottom Line Concepts offers such a proposition!”….
Dominos

David Brandon, Chairman of the Board

Domino's

“The Government Programs that are part of the Cares Act can be very daunting and confusing to understand. Our franchisees were getting a lot of mixed messages and we were looking for a firm that could help educate them and guide them through the process. Bottom Line was extremely patient and diligent working individually with most of our franchisees to….
College H,U.N.K.S

Travis Mellish

College H.U.N.K.S

“Bottom Line Concepts has been an amazing partner who has helped with cost savings as well as tracking down funds which belong to us. Even with our thorough review of vendors and relationships they have been able to shed light in areas where we thought we could not improve any further. They have an extremely professional and reliable team that….
Audemars Piguet

Daniel Grgorinic, Finance & Operations Director

Audemars Piguet

“We engaged Bottom Line Concepts to take an independent look at a few of our expense categories. In certain areas, we were pleased with the steps we had taken internally to achieve some level of cost savings on our own. In other areas, Bottom Line Concepts opened our eyes to creative solutions we never could have envisioned on our own…..
Rolex

Mark W. Goldberg, CFO

Rolex

“When my firm invests in companies, we do our best internally to help those companies grow and become more profitable. We discovered that collaborating with Bottom Line enhanced that process for us. Each dollar saved, allows us to show a higher return to our investors over time. Bottom Line has worked with us on a number of our portfolio companies,….

Marc Lasry, Owner

“GNC started their partnership with Bottom Line Concepts in late 2019 with a simple call from the CEO and founder of the company, Josh Fox. The staff at Bottom Line Concepts made the contract and onboarding process easy. Since late 2019, Bottom Line Concepts has been able to recover a substantial amount of unclaimed property for GNC. GNC continues to….

Ted Shmit, Sr. Director Financial Shared Services

“We engaged the services of Bottom Line to assist us squeeze savings out of certain expense items – and they were successful in areas where we had no such awareness. While they scoured for additional savings opportunities, we initiated a major restructuring – and Bottom Line was both flexible and understanding of the impact that had on some of the….
Martha Living

Kenneth P. West, CFO

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