ERTC Express
ERTC Express, LLC is a U.S.-based consultancy that helps small and medium-sized businesses claim the federal Employee Retention Tax Credit via CPA-led processing and contingency billing, serving 20,000+ clients nationwide.
- Company typePrivate
- Founded2020
- HeadquartersNew York, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What ERTC Express does
ERTC Express, LLC is a U.S.-based business consultancy specializing in Employee Retention Tax Credit (ERC/ERTC) claims for small and medium-sized businesses affected by COVID-19. Founded circa 2020–2021 and headquartered in Tampa, FL with additional offices in New York, Nashville, Atlanta, and Los Angeles, the company guides clients through a three-step process: eligibility assessment with Account Executives, CPA-led claim processing with a proprietary "Power of Three" verification protocol in which three separate CPA teams must agree on the final credit amount, and fund disbursement. The firm reports having assisted over 20,000 businesses and claims its refunds average 40–120% higher than those from large payroll and software competitors.
The company's core product is the ERC Filing and Claim Service, supplemented by a proprietary QuickEstimate Calculator that delivers refund estimates in under four minutes and a contingency billing model in which clients pay only after receiving IRS funds. Distribution is exclusively direct-to-SMB via phone-based Account Executives (888-378-2826), a content-marketing engine producing industry- and state-specific educational material, organic social channels (Facebook, LinkedIn, Twitter, Instagram), and CPA referral partnerships supported by AICPA recognition. Customer segmentation is organized vertically — SMBs broadly plus dedicated focuses on restaurants/hospitality, personal services (salons, barbershops), tax-exempt organizations (churches), and retail/franchise operators — with pain points centered on ERC awareness, complex filing, and audit anxiety.
Revenue mechanics are pure contingency: no upfront fees, billing only on successful fund receipt, which directly ties ERTC Express's economics to the client's claim outcome. The business is highly exposed to the finite nature of the ERC program (qualifying wages largely end Q3 2021) and to the IRS's September 2023 processing moratorium and heightened fraud scrutiny, which together define the company's strategic horizon and create meaningful downside risk to forward revenue regardless of historical scale.
ERTC Express firmographics
Firmographics- Name
- ERTC Express
- Legal name
- ERTC Express, LLC
- Website
- https://ertcexpress.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- ERTC Express, LLC is a U.S.-based consultancy that helps small and medium-sized businesses claim the federal Employee Retention Tax Credit via CPA-led processing and contingency billing, serving 20,000+ clients nationwide.
- Ownership category
- akta.pro rank
ERTC Express industry classification
Industry- Product category
- Tax Credit Consulting Services
- NAICS
- Offices of Certified Public Accountants (541211)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Enterprise Risk Management (ERM) Advisory (BPAHAFAA)
Keywords
Where ERTC Express is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices6 records
Markets served
ERTC Express business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Contingency-Based ERC Filing Fees: ERTC Express operates on a contingency basis where clients are only billed after receiving their ERC funds. There are no upfront fees, and the company's success is directly tied to the client's receipt of funds, ensuring complete alignment of interests.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Outcome Based/ Performance | Pay-as-you-go | Contingency-based pricing (no upfront fees) |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
ERTC Express product offering
Product offeringCore offering
ERTC Express provides a comprehensive Employee Retention Credit (ERC) filing and claim service for U.S. small and mid-sized businesses and tax-exempt organizations affected by COVID-19. The offering covers a three-step process: initial eligibility assessment by Account Executives, CPA-led credit calculation and processing with a proprietary Power of Three audit defense verification, and fund disbursement under a contingency fee structure. U.S.-based CPAs prepare and submit required IRS forms, with no upfront fees and billing triggered only upon the client receiving their ERC refund.
Product overview
ERTC Express is a specialized ERC (Employee Retention Credit) filing service for small businesses. The company offers a single integrated service focused on helping businesses claim the Employee Retention Credit, utilizing U.S.-based CPAs and a proprietary 'Power of Three' audit defense system. The core product is the ERC Filing and Claim Service, supplemented by eligibility assessment, credit calculation, filing assistance, and contingency-based billing. The company operates a three-step process: Eligibility assessment, Processing with CPA verification, and fund disbursement. No API or developer offerings are available.
Differentiator
Problem solved
Functional benefit
Products and services
- ERC Filing and Claim Service Comprehensive ERC/ERTC filing and claim service for U.S. small and mid-sized businesses (1–500+ employees) and tax-exempt organizations affected by COVID-19. Covers initial eligibility assessment, CPA-led calculation of qualified wages and health plan expenses, IRS-compliant claim preparation and submission, and fund disbursement support, with Power of Three audit defense verification and contingency billing.
- QuickEstimate Calculator Proprietary online calculator available on the ERTC Express website that provides businesses with an ERC refund estimate in under four minutes, enabling self-service initial qualification before engaging with an Account Executive.
Quantifiable outcome
- Clients receive 40-120% higher refunds compared to large payroll and software companies
- +2 more outcomes
Companies that use ERTC Express
Customer profileNamed customers4 records
Segments5 records
Ideal customer profiles4 records
ERTC Express technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
ERTC Express partnerships and signals
Strategic signalScale indicators5 records
Recent moves6 records
Expansion highlights5 records
ERTC Express competitors and assessment
Company assessmentDirect peers
- ERC Today: ERC Today is one of the largest and most heavily marketed ERC filing services in the US, offering contingency-based ERC claim preparation for SMBs. It is the most direct head-to-head competitor to ERTC Express in terms of customer segment (SMBs), product (ERC claims), and pricing model (contingency).
- Bottom Line Concepts: Bottom Line Concepts is a contingency-based ERC filing service that helps SMBs claim the Employee Retention Credit through a CPA-led process. It directly competes with ERTC Express for the same customer base using a similar no-upfront-fee model and CPA verification approach.
- Innovative Tax Relief: Innovative Tax Relief provides ERC claim preparation along with broader tax resolution services for individuals and businesses. It is a direct competitor in the ERC filing niche and competes for the same SMB and mid-market customers seeking tax credit recovery.
- Smart ERC: Smart ERC is a dedicated ERC filing service focused on helping small businesses maximize their Employee Retention Credit refund. It is comparable to ERTC Express in product scope, customer target, and contingency-based fee structure.
- FilTax: FilTax is an ERC-focused tax services firm that assists businesses with eligibility assessment and claim filing for the Employee Retention Credit. It operates in the same niche as ERTC Express with a similar SMB customer profile.
Broad incumbents
- Gusto: Gusto is a leading SMB payroll, HR, and benefits platform that has offered ERC assistance to its customer base. While not an ERC specialist, it competes indirectly by leveraging embedded payroll data and customer relationships to file claims, raising the bar for standalone ERC shops like ERTC Express.
- ADP: ADP is the largest US payroll provider and has actively helped its SMB clients evaluate and file for the ERC. As a broad incumbent, ADP uses its payroll data advantage to compete with specialist ERC firms like ERTC Express for the same SMB customer.
Emerging players
- Bench Accounting: Bench is an SMB-focused bookkeeping and accounting platform that has incorporated tax credit services into its offering. It represents an emerging channel for ERC and other tax credit recovery that could compete with ERTC Express's CPA-led white-glove model.
- Pilot: Pilot is a bookkeeping, tax, and CFO services provider focused on startups and SMBs. It is comparable to ERTC Express as an emerging player expanding into adjacent tax credit and advisory services for the same SMB customer base.
- Anderson Economic Group: Anderson Economic Group is a tax and economic consulting firm that has advised businesses on ERC eligibility and filings. It overlaps with ERTC Express in the risk and compliance advisory dimension, serving a more analytically rigorous customer segment.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
ERTC Express social profiles
Digital presenceERTC Express financial estimates
Financial estimateRevenue estimate
Valuation estimate
ERTC Express leadership team
Management profileNumber of profiles
Profiles2 records
ERTC Express funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ERTC Express M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about ERTC Express
What does ERTC Express do?
ERTC Express provides a comprehensive Employee Retention Credit (ERC) filing and claim service for U.S. small and mid-sized businesses and tax-exempt organizations affected by COVID-19. The offering covers a three-step process: initial eligibility assessment by Account Executives, CPA-led credit calculation and processing with a proprietary Power of Three audit defense verification, and fund disbursement under a contingency fee structure. U.S.-based CPAs prepare and submit required IRS forms, with no upfront fees and billing triggered only upon the client receiving their ERC refund.
Is ERTC Express a public or private company?
ERTC Express is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was ERTC Express founded?
ERTC Express was founded in 2020. It employs 101 to 250 people.
Where is ERTC Express based?
ERTC Express is headquartered in New York, United States, in the North America region.
How does ERTC Express make money?
One revenue line is on record: contingency-Based ERC Filing Fees.
Who are ERTC Express's main competitors?
Direct peers on record are ERC Today, Bottom Line Concepts, Innovative Tax Relief, Smart ERC and FilTax. Broad incumbents are Gusto and ADP. Emerging players are Bench Accounting, Pilot and Anderson Economic Group.
Does ERTC Express have an API?
No public API is recorded for ERTC Express.
What industry is ERTC Express in?
ERTC Express's product category is Tax Credit Consulting Services. Its primary akta.pro industry code is BPAHAFAA, Enterprise Risk Management (ERM) Advisory. Its NAICS code is 541211 and its SIC code is 6199.