ERC Disallowance Appeals

Our team of former IRS auditors can help you appeal denied or reduced ERC claims with expert representation.

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Our ERC Appeals Process

When the IRS denies or reduces your Employee Retention Credit claim, our specialized team of former auditors steps in to help you recover what you're rightfully owed.

1

Comprehensive Claim Review

Our first step is to thoroughly analyze your original ERC claim and the IRS disallowance notice to understand exactly why your claim was denied or reduced.

During this phase, we:

  • Review all previously submitted documentation
  • Identify potential errors or weaknesses in the original claim
  • Analyze the specific reasons cited in the IRS notice
  • Determine your eligibility under all possible qualifying factors
  • Assess the likelihood of a successful appeal

Expert Insight:

Many ERC claims are denied due to simple documentation errors or misunderstandings about qualification criteria. Our former IRS auditors know exactly what the IRS is looking for and can often identify straightforward solutions.

2

Strategic Appeal Preparation

Once we've identified the best path forward, we prepare a comprehensive appeals package designed to directly address the specific reasons for denial.

Our appeal preparation includes:

  • Gathering additional supporting documentation
  • Preparing detailed legal and technical arguments
  • Citing relevant IRS guidance, tax court precedents, and legislation
  • Creating a clear timeline that demonstrates eligibility
  • Developing a persuasive narrative for your business's specific circumstances

Our Advantage:

Having worked inside the IRS, our team knows exactly how appeals officers evaluate cases. We structure our appeals to address the specific concerns that matter most to decision-makers.

3

Direct IRS Representation

We represent you throughout the entire appeals process, handling all communications with the IRS so you can focus on running your business.

Our representation includes:

  • Filing the formal appeal with the appropriate IRS office
  • Attending all meetings and conferences with IRS appeals officers
  • Responding to requests for additional information
  • Negotiating directly with IRS personnel
  • If necessary, escalating through the Taxpayer Advocate Service or congressional channels

Peace of Mind:

With our team handling your appeal, you'll never have to speak directly with the IRS. We manage the entire process while keeping you informed every step of the way.

Appeal Success Stories

We've helped businesses across numerous industries successfully appeal their ERC claim denials and recover significant refunds.

Manufacturing

Metal Fabrication Company

This Pennsylvania manufacturer had their entire $1.2M claim denied because they couldn't prove supply chain disruptions affected their operations. We gathered proper documentation, including correspondence with suppliers and production records, to demonstrate the direct impact.

Result: $1.1M refund approved after appeal

Healthcare

Medical Practice Group

This 12-physician practice had their claim reduced by 60% when the IRS questioned their partial suspension qualification. We successfully argued that government orders limiting elective procedures constituted a significant operational restriction.

Result: $780K additional refund after appeal

Hospitality

Family-Owned Restaurant Chain

This regional restaurant group's claim was denied due to improper documentation of their gross receipts decline. We restructured their financial reporting to properly demonstrate the quarter-by-quarter revenue drop that qualified them for the credit.

Result: $520K refund approved after appeal

Appeals FAQs

Common questions about the ERC appeals process

How long do I have to file an appeal after receiving a denial?

You generally have 30 days from the date on your IRS notice to file an appeal. However, extensions are sometimes possible if requested promptly. The sooner you contact us after receiving a denial, the better positioned we'll be to help you meet all deadlines and prepare a comprehensive appeal.

What's your success rate with ERC appeals?

Our team has achieved a success rate of over 80% on ERC appeals, with an average recovery of 85% of the originally claimed amount. However, each case is unique, and success depends on the specific circumstances of your business and the reason for denial. During our initial review, we'll provide you with a candid assessment of your appeal's chances based on our extensive experience.

How long does the appeals process take?

The IRS appeals process typically takes 3-6 months from filing to resolution, though complex cases can take longer. Our team works to expedite this timeline by ensuring your appeal is complete, well-documented, and properly routed within the IRS from the start. We also have established channels for following up and, when appropriate, escalating cases that are experiencing unusual delays.

Can you help if another firm prepared my original ERC claim?

Absolutely. In fact, many of our appeals clients come to us after having their claims prepared by other firms. Our former IRS auditors are skilled at identifying issues with previously prepared claims and developing strategies to address those weaknesses during the appeals process. We work with your original preparer as needed to gather information while taking full responsibility for managing the appeal.

Ready to Appeal Your Denied Claim?

Our team of former IRS auditors is standing by to review your case. Complete the form to schedule your free consultation, or call us directly at 866-858-4992.

Remember: You pay nothing unless we successfully recover your refund. Our 15% fee (plus interest) is only collected after you receive payment from the IRS.

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