1

EVALUATE INITIAL DOCUMENTATION

Examine the original documentation for your ERC claim and identify areas for
improvement or additional support needed.

• Timeliness Matters! Remember that the ability to recall details and provide documentation diminishes over time.

2

PROVIDE GUIDANCE AND FEEDBACK

Offer advice on the completeness of documentation, eligibility requirements, and other relevant factors to determine the next steps:

• Alternative Qualification Methods
  If needed, assess other methods to establish ERC eligibility.

• Strategic Decision-Making Support
  Help consider the merits of withdrawal or repayment strategies.

• Prepare for Scrutiny
  Enhance your documentation as if anticipating an IRS audit.

3

AUDIT SUPPORT

Provide advisory services for those currently undergoing an IRS audit.