Our expertise lies in what
most CPAs don't focus on
"tax credits"
How We Maximize
ERC Fundings for Our Clients
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 process.
Decades of payroll and tax experience have uniquely positioned us to help you! We can exclusively focus on maximizing your ERC funds for your business that you are entitled to, saving you time and money in the process.
Consultation &
eligibility check
Review of documents &
calculation
File your ERC
to the IRS
Receive your
ERC claim
Our 4-step process
Our monitoring calls to the IRS provide regular updates on your case while you are waiting for your check.
After receiving your ERC check, we will provide you with a final package, which will include guidelines for filing federal income tax returns.
Follow us at @upper_partners
Our Success Stories
28 employees
Total claim amount: $225,800
Simi Valley, CA
Sushi Restaurant
38 employees
Total claim amount: $765,900
Orange, CA
Hospice Care Center
31 employees
Total claim amount: $512,300
Los Angeles, CA
Apparel Wholesale
31 employees
Total claim amount: $512,300
Orange, CA
Hospice Center