Where Is Your ERC Refund? Breaking the Third-Party Deadlock
Many businesses use Professional Employer Organizations (PEOs) to handle their taxes. Because these organizations often file taxes under their EIN rather than yours, your refund goes to them first. This "middleman" structure has created a massive bottleneck, leaving many business owners "held hostage" by slow responses, hidden fees, or missing interest payments.
What You Will Learn:
- The Middleman Map: Understanding why your refund went to your provider instead of you.
- The "Interest" Issue: Why you might be missing out on extra money the government owes you (statutory interest).
- Leverage Strategies: How to get your provider to communicate and release your funds.
- Your Legal Rights: The difference between "certified" providers and traditional ones, and why that distinction is your best weapon.
About the Speakers
Peter Haukebo is a tax attorney and a Partner in the Tax Controversy practice group at Frost Law. Since 2020, Peter has leveraged his background in tax and corporate law to work with business owners throughout the U.S. to help them claim much-needed relief from PPP, EIDL, and the Employee Retention Credit (ERC). His familiarity with the ever-changing tax code and recent legislation allows him to provide second opinions for businesses even if they already filed a claim so that the business owner can properly maximize their tax credits received. His efforts have helped inform hundreds of business owners on the intricacies of ERC and allowed many to claim significant refundable tax credits.
Jacob Langley is a litigation attorney at Frost Law who focuses his practice on complex commercial disputes and tax litigation against corporate entities, the IRS, and the Department of Justice. Leveraging a formidable track record in federal court, Jacob focuses in high-stakes Employee Retention Credit (ERC) matters, where he serves as an assertive advocate for companies navigating sophisticated legal challenges. His extensive experience spans every phase of the legal process, from deep-level discovery to leading jury trials and arbitrations across Georgia and Texas. By translating intricate legal obstacles into actionable strategies, Jacob provides a seasoned perspective that protects and advances the vital interests of the businesses and individuals he represents.