Grab COVID Relief Cash Without Getting Audited? Yes Please!

The federal government has decided to give small businesses a tremendous amount of free money.

The Paycheck Protection Program (PPP) and Employee Retention Credit (ERC), in particular, offer small biz clients unprecedented ways to obtain thousands, tens of thousands, or even hundreds of thousands of dollars of tax-free cash.

The only "catch"?

Claiming that free money can be very, very complicated.  The extensive rules and regulations that pertain to these programs can be mindboggling.  Indeed, the complexity is preventing many clients from grabbing this COVID Relief Cash.

In this exclusive training, CPA Adam Shay breaks down the Paycheck Protection Program and the Employee Retention Credit and how to claim these lucrative benefits with confidence.

While getting yourself (the trustworthy tax professional) well-paid in the process.

Tools & templates are included in this course so that you can apply this training immediately to help your real clients.

What You’ll Learn:

  • How to maximize the amount of PPP and Employee Retention Credit amounts that your clients receive for tax year 2020 (without running afoul of complex IRS and SBA rules)

  • How to segment your client database to identify who will qualify for what

  • How to charge clients for consulting services related to PPP and ERC services

  • How to charge clients for consulting services related to PPP and ERC services

  • How to use PPP and ERC consulting to attract new high-value business tax clients

After completing this course, you should be able to:

  • Maximize a business client's use of the Paycheck Protection Program (PPP) and Employee Retention Credit (ERC)

  • Identify and avoid compliance problems related to the PPP and ERC programs

  • Create an ethical way for you as a tax professional to be paid for your work related to the PPP and ERC programs

Meet Your Instructor

Adam started his tax career as a seasonal tax preparer at a Jackson-Hewitt® franchise in Wilmington, North Carolina.Within a few months, Adam was promoted to General Manager of the franchisee's six existing offices. Adam then helped the company open nine more office locations over the next five years.During his time in the "retail" segment of the tax prep business, Adam trained hundreds of tax preparers and supervised the operations of the company out of the main office, processing thousands of tax returns every year.In January of 2010, Adam struck out to start his own business and, in March of 2010, obtained his CPA license. Adam decided to focus on serving entrepreneurs and business owners and that focus continues today.Adam Shay CPA, PLLC has now grown to become a premier tax and accounting firm in Southeastern North Carolina, employing a team of six CPAs and four support staff and earning widespread respect in the business community with his team's proactive, results-oriented approach.

Adam Shay, CPA, MBA

Adam Shay CPA, PLLC

Course curriculum

  • 01

    Getting Started

    • Sign Up to Attend Live Training Thursday with CPA Adam Shay

    • *** Before You Start, PLEASE READ THIS!

    • Getting Started Quiz
  • 02

    The Materials

    • Glossary

    • Presentation Slides

    • Review Questions

    • Exam Questions

    • Webinar Recording (video)
  • 03

    Tools & Templates

    • Qualifying Client Spreadsheet

    • Sales Process Checklist

    • Get Them Interested Video Script & Instructions

    • Reach Out Email

    • Target Client Automated Email Sequence

    • Offer, with Pricing

    • Customized Engagement Letter Template

    • Service Delivery Checklist

    • Example 941X

    • Additional Resources / Links
  • 04

    Final Steps

    • IMPORTANT --> Finalizing Your CE / CPE Credits, Hours Reporting Timeline, Etc.

    • 5 Minute Feedback

Additional course details

  • Education Provider: Pronto Tax School, Inc.
  • Instructional Delivery Method: QAS Self-Study Program.
  • Recommended CPE Credit: 1 hour
  • NASBA Field of Study: Taxes
  • Program Knowledge Level: Basic.
  • Prerequisites: None
  • Advance Preparation: None.
  • NASBA Sponsor: Pronto Tax School, Inc.
  • NASBA Sponsor #143984
  • Refund / Cancellation Policy: Full refund available within 14 days of purchase if you are unsatisfied for any reason (except if course completed more than 75%, in that case, there will be no refund available, even if within 14 day period).
  • Complaint Resolution Policy: Click the green "Need Help?" button below to contact our support team anytime. We resolve any issues amicably and working as a teammate with our valued Members.

Pronto Tax School, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.