Is innovation refunds a tax professional?

On its website, Innovation Refunds makes it clear it is not a tax professional. The company is positioned as a middleman between small business owners and independent tax attorneys. Innovation Refunds markets to clients, determines if they are viable candidates for the credit and then collects businesses’ documentation.

Did CNBC see a 'limited commerce' exchange between innovation refunds and a client?

CNBC viewed an exchange between Innovation Refunds and a potential client prior to the Sept. 14 moratorium, where a sales representative told the company one of its third-party tax firms qualified it under “limited commerce” due to pandemic shutdown orders, even though the business was able to operate remotely.

How does innovation refunds work?

Innovation Refunds helps small- and mid-sized businesses file and claim their Employee Retention Credits. Innovation Refunds has a secure, streamlined, and expedited claim process to take the burden of claiming ERC off of business owners. The company has a network of CPAs and tax attorneys to ensure accuracy and efficiency when filing ERC claims.