ERC Specialists is a specialty tax service company
Exclusively dedicated to understanding and maximizing the CARES Act Employee Retention Credit (ERC) for U.S. businesses affected negatively by COVID-19.

Our expertise lies in what most CPAs don’t
focus on - payroll taxes.
THE NUMBERS SPEAK FOR THEMSELVES
Over 50,000
BUSINESSES SERVED
600,000+
EMPLOYEES CLAIMED
Our Team
We are the experts top companies turn to for their specialized tax needs.
We have the integrity and experience you can trust.

Mary Slawson
Forensic Tax Expert
43+ years forensic accountant
Enrolled Agent (EA) IRS
12+ years tax planning & preparation
Certified Fraud Examiner (CFE)
MBA (Emphasis Accounting & Taxation)
Expert witness

Geri Bohn
ERC Payroll Tax Expert
Certified Payroll Professional
American Payroll Association (APA)
20+ years experience as a payroll processor
Board member of the Utah APA Chapter

Sumsion Business Law
30+ years combined experience
experience with business transactions & litigation
Experience with With 1,000+ cases
$100+ million recovered
$100+ million defended

Rocky D. Crofts
Esq. J.D., LL.M.
Post Doctorate level educated Attorney
19+ years experience as a licensed attorney
Private Equity Financing, 1031 Exchange
Business Development, Mergers & Acquisitions
Accomplished litigator
Extensive courtroom experience
Retained H.R. Director

The ERC Specialists Process
Working with ERC Specialists comes in four stages.
- STAGE 1 - QUALIFY
First you will qualify using our online tool.
- STAGE 2 - DOCUMENT REVIEW
Second, we provide a secure upload portal for you to upload the required payroll documentation and PPP information. Our specialists will review your submission to ensure we have all information required to maximize your credit with the IRS.
After analyzing your submission and documentation, our experts will provide an analysis outlining the exact amount of ERC credits we will file on your behalf. Once you sign the agreement, we will submit your revised 941 forms to the IRS.
- STAGE 3 - PROCESSING
Step three is to wait for the IRS to complete their processing. It will take 4-6 months, on average, for the IRS to process your ERC submission.
- STAGE 4 - RECEIVE FUNDS
When Stage 3 is complete, your funds will be released in the form of a check from the IRS.

How We Optimize ERC Funding For Our Clients
Unlike the PPP and the EIDL, the ERC is highly complicated and requires specialized knowledge. We have the tax expertise you need to maximize your ERC tax credits. When you’re dealing with complex payroll and tax information, you need an expert with a more niched skill set than most bookkeepers or CPAs. You need clear, concise advice, and we are here to assist you with plain, uncomplicated language you can understand.
Our expertise lies in what most CPAs don’t focus on — payroll taxes. In fact, many of our referrals come directly from CPAs who understand their clients require specialized assistance with their payroll needs, especially when dealing with the complicated ERC tax credit process.
Our decades of payroll and tax experience have uniquely positioned us to assist you. This allows us to exclusively focus on maximizing the ERC program for your business. We understand that the complexity of the ERC tax code requires time and experience few other financial professionals have, which is why ERC tax credits have been so underutilized for small businesses.
Our tax professionals will help you get the ERC credits your business is entitled to, saving you time and money in the process. With 40-plus years in the tax business, we have the reputation, integrity and proven results you need now.
**Disclaimer: I am an affiliate for “ERC specialists” and in no way represent their team or company. By using the links that I provide in this website, I will receive a commission if/when you qualify and move forward with the ERC program. I promote “ERC specialists” service because of how many people it has been able to help, but please know that I am affiliate for their program and not a member of their company.**