Strategic business solutions:
ERTC-SETC-125 Plans-
bUSINeSS STrateGIES
Welcome to Pivotal strategies
Our Story
Pivotal was founded to help businesses thrive through creative business tools, strategies, and our ability to see your business through a different lens.
Every business has that pivotal moment where everything changes, and these changes don't happen by accident. To reach this moment it takes the right strategies, team, and action plan.
Our team of educated and experienced professionals may just offer the right tool that helps you create that Pivotal moment in your business.
Our Approach
All business challenges are different, however most solutions arise from a fundamental basis. Our evaluation begins with understanding your business history, current state, and vision for the future. Once a baseline is achieved, we deploy our team to evaluate key indicators, to help generate the targeted strategy that fits your needs.
Once a strategy is in place we will either advise you on the execution, or we will work hand-in-hand to see it through. Every need is different. It is our mission to find the right solution that will create that Pivotal change in your business.
Our Services
BUSINESS CONSULTING
SELF EMPLOYED (SETC) TAX CREDITS
125 ENCOMPASSING HEALTH PLANS
If you are in need of the following services,
or you are not sure what your business needs, reach out to us so that we can set up an initial consultation:
- Strategic planning: without a map how do you know where you're going?
- Creative tax and funding solutions: Tax Credits are vital for all businesses from 1099's to C-Corporations.
- Business
If you are in need of the following services,
or you are not sure what your business needs, reach out to us so that we can set up an initial consultation:
- Strategic planning: without a map how do you know where you're going?
- Creative tax and funding solutions: Tax Credits are vital for all businesses from 1099's to C-Corporations.
- Business Coaching and Advisors: a fresh perspective.
- Business Start-Up: Got a great idea but not sure what to do next?
- Scaling your business: are you ready to take it to the next level but not sure how?
- Optimizing your operations to improve your bottom line: wondering why you're not profitable?
- Exit Planning: what is your exit plan and how are you going to get there?
- Capital Markets: is your business right for the public sector?
125 ENCOMPASSING HEALTH PLANS
SELF EMPLOYED (SETC) TAX CREDITS
125 ENCOMPASSING HEALTH PLANS
Are you offering a Section 125 Health & Disease Prevention Program?
Here are just a few key points:
- 24/7 Telemedicine with Zero copay (includes employee's family).
- Limited Benefit Health Indemnity to cover those out-of-pocket medical expenses.
- Pro-active health management program: See 125 page for more details.
- Often reduces taxable income to
Are you offering a Section 125 Health & Disease Prevention Program?
Here are just a few key points:
- 24/7 Telemedicine with Zero copay (includes employee's family).
- Limited Benefit Health Indemnity to cover those out-of-pocket medical expenses.
- Pro-active health management program: See 125 page for more details.
- Often reduces taxable income to your employees, putting more back into their pocket while offering more care.
- Improves Employee retention.
- Saves businesses on average $600-$850 per employee a year in taxes.
- No out-of-pocket cost to the business or employee.
- Option for minimal essential coverage plan for ACA individual mandate to comply in certain states.
- Does not affect any current benefits.
SELF EMPLOYED (SETC) TAX CREDITS
SELF EMPLOYED (SETC) TAX CREDITS
SELF EMPLOYED (SETC) TAX CREDITS
The Self-Employed Tax Credit (SETC) is a tax incentive that came out to help self-employed businesses and individuals that were impacted by COVID-19 recover up to $32,200 in paid taxes during 2020/2021.
Some key points:
- Were you a 1099, Sole Proprietor, Single Member LLC, and you are still in business?
The Self-Employed Tax Credit (SETC) is a tax incentive that came out to help self-employed businesses and individuals that were impacted by COVID-19 recover up to $32,200 in paid taxes during 2020/2021.
Some key points:
- Were you a 1099, Sole Proprietor, Single Member LLC, and you are still in business?
- Did you file your 2020 and 2021 taxes?
- Did you have any home-schooled kids?
- Did you have to quarantine or take care of a loved one?
- Was your business affected by mandates?
- We only charge a fee if you qualify, so there is no risk to find out.
- It typically takes 1-2 Business days to find out if you qualify.
- IRS funds come in about 12-14 weeks.
mORE sERVICES
ERC TAX CREDIT EARLY FUNDING
ERC TAX CREDIT EARLY FUNDING
ERC TAX CREDIT EARLY FUNDING
Did you file our ERC and are still waiting for the IRS to process and fund your return? Would could those funds do for your business in the next 1-3 weeks?
Pivotal Strategies has early funding partners that may purchase your ERC or lend agents it. It doesn't matter who processed your refund we will review it for validation.
With the morat
Did you file our ERC and are still waiting for the IRS to process and fund your return? Would could those funds do for your business in the next 1-3 weeks?
Pivotal Strategies has early funding partners that may purchase your ERC or lend agents it. It doesn't matter who processed your refund we will review it for validation.
With the moratorium in place there is no telling when the IRS will be back on track. If you would like to find out if you qualify for early funding please let us know.
Process:
- We will go over the process and put an agreement in place in the event you are approved.
- You will submit all the necessary documents as your file will need to go through a ERC review for validation.
- If approved then your final terms of your agreement will be presented for approval.
- If you agree then contracts are signed and funds are sent directly to your account in accordance to your agreement.
- We do not receive our fees until you are funded.
ERC TAX CREDITS
ERC TAX CREDIT EARLY FUNDING
ERC TAX CREDIT EARLY FUNDING
Employee Retention Credit, or ERC allows companies that qualify a tax credit up to $26,000 per W2 Employee for 2020/2021.
It was setup in 2020 as part of the CARES Act to help support and reward companies that were able to stay open during the COVID-19 pandemic.
A few key points:
- The ERC is still available, but time is running out and i
Employee Retention Credit, or ERC allows companies that qualify a tax credit up to $26,000 per W2 Employee for 2020/2021.
It was setup in 2020 as part of the CARES Act to help support and reward companies that were able to stay open during the COVID-19 pandemic.
A few key points:
- The ERC is still available, but time is running out and it could end any day.
- All of our filings are done by CPA's and licensed professionals.
- We only charge flat fees, if you qualify. It costs you nothing to find out.
- Even if you got a PPP or EIDL you may qualify.
- Were you told you don't qualify due to revenue? You might. About 75% of the companies that we work with, were told that they don't qualify.
- Our team specializes in unique tax and business programs to better run your business.
- We only work on specialized tax programs so we can work well with your current tax professionals.
- Our process only takes 3-5 business days if all of your documents are ready.