Employee retention Credit (ERC)

with Innovation Refunds¹

SECURITY NATIONAL BANK¹ HAS TEAMED UP WITH INNOVATION REFUNDS² TO PROVIDE A VALUABLE EMPLOYEE RETENTION CREDIT (ERC) SERVICE TO ELIGIBLE BUSINESSES.

What would your business do with over $300k?

That's the gross average employee retention credit amount our partner, Innovation Refunds, clients have received.

If your business kept employees on payroll during the pandemic, it may be eligible to receive up to $26K per employee through the ERC. The ERC is a refundable tax credit³ created out of the CARES Act to help eligible businesses.

CHECK YOUR ELIGIBILITY

HOW IT WORKS

How It Works Step 1

STEP 1

Answer a few questions about your business to determine eligibility for an Employee Retention Credit.

How It Works Step 2

STEP 2

If eligible, Innovation Refunds’ team of independent tax professionals will estimate its potential refund.²

How It Works Step 3

STEP 3

An independent tax attorney or CPA affiliated with Innovation Refunds will work with you to submit a claim.³

Get Started

your business MAY STILL qualify even if:

Your business stayed open or increased profits during COVID
Your business received PPP loans
Your business didn't qualify for PPP
You've been advised that your business may not qualify

benefits you'll love

With a network of independent tax attorneys, CPAs, and tax professionals, our strategic partner, Innovation Refunds, can help eligible businesses claim the ERC.²

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NO UPFRONT COST

Find out if your business may

be eligible, with no upfront cost.

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FULL SERVICE

A team of professionals will guide

you through the entire process.

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AUDIT PROTECTION

In the event of an audit, Innovation

Refunds' network of tax attorneys will represent you at no additional charge.²

HEAR FROM REAL innovation refunds' ERC APPLICANTS

“I can't even begin to express how happy we are with IR. They definitely underpromised and overdelivered. I highly recommend using them for your ERC refund!”

Five Star Rating

Beth
Maaco, Inc.

“Innovation Refunds did everything they said they would. I have been very impressed with them and I am going to recommend them.”

Five Star Rating

Blake
Bountiful Farms Nursery

ready to check your business' Eligibility?

The period to apply for the maximum refund is about to end. The longer you wait, the less your refund will be.

CHECK YOUR ELIGIBILITY

Frequently Asked questions

Who is Innovation Refunds?

Innovation Refunds is a fintech provider that specializes in helping small businesses claim the Employee Retention Credit (ERC). So far, they have helped more than 10,000 qualified businesses claim a total of $4 billion in refunds from the IRS through ERC. Innovation Refunds does not offer tax or legal advice and is not affiliated with Security National Bank. Innovation Refunds solely provides ERC assistance and recommends seeking advice from their network of highly qualified tax or legal professionals regarding your specific situation.

What is the ERC?

The ERC is a payroll tax refund from the same COVID relief bill as the Paycheck Protection Program (PPP), which incentivized businesses that kept employees on payroll during the COVID-19 pandemic. Initially, businesses were limited in their ability to claim either PPP or ERC, but not both. However, the rules were modified, and now your business can claim ERC even if it received PPP funds.

Who may qualify for the refund?

You may qualify if your business experienced disruptions to commerce, travel, or group meetings. This includes supply chain disruptions, price increases, staffing shortages, reduced operating hours, reduction in goods or services offered, and being unable to travel or attend business conventions.

How much time do I have?

Time is of the essence - we all know that government-funded programs are subject to change. As of today, you can claim your ERC funds, but for how long remains uncertain. PPP, Restaurant Revitalization, and other support ended without notice. So don't delay; be sure to claim your spot in line and receive the funds your business deserves with Innovation Refunds.

If I qualify for a refund, will I have to repay it?

No. This is a refund of payroll taxes that you paid, so the money is yours.

How is the ERC different from the PPP?

The Paycheck Protection Program (PPP) was a forgivable loan. The Employee Retention Credit (ERC) returns the business payroll taxes they already paid.

How much does it cost?

There is zero upfront cost to determine your ERC assistance eligibility or to estimate your business's refund. On average, Innovation Refunds invests 14 hours of expert CPA/Attorney time, at their expense, to determine your eligibility. You will never be charged for this time. If you decide to claim the funds, Innovation Refunds shares in a percentage of the money your business receives from the government.

What if my business gets audited?

In the event of an audit, Innovation Refunds' network of tax attorneys will represent you at no additional charge.

¹ Security National Bank is not affiliated with IR Labs, LLC, doing business as Innovation Refunds, and makes no representation or warranty as to the quality, accuracy, or reliability of the Innovation Refunds website.

²Innovation Refunds does not offer tax or legal advice. Innovation Refunds solely provides Employee Retention Credit (ERC) assistance and recommends seeking advice from their network of highly qualified tax or legal professionals regarding your specific situation.

³Security National Bank and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.