We know that the most important thing in business is trust. Even though Brian didn’t qualify for this popular credit, he found tremendous value in the process and with the group that we highly recommend. This might be a fantastic opportunity for YOU - the practice owner! We’re thrilled to welcome Joe, a Financial Advisor in the small business 401k space and Jose, an independent consultant - who both work closely with the AIA firm. Talk to the specialists to find out if you’re eligible!  

Episode at a glance:

• The history of the ERTC

• What is the process for filing for the ERTC?

• Why should you go with this group?

• What qualifies you for the ERTC?

• They will legally defend the work on your behalf

• Q&A

CONTACT (Let them know that you heard about them on this podcast!):

Joe McNally – Financial Advisor, Excel Wealth
Phone: 908-295-3954
Email: [email protected]

Jose Salinas – Operations Manager
Phone: 407-800-3629
Email: [email protected]