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Sagemont Advisors

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Sagemont Advisors Company Research Report



Company Overview



Company Name


Sagemont Advisors

Mission


To be the premier provider of tax advisory and regulatory reporting services, offering a bespoke, white-glove experience to each client, and committed to optimizing tax positions and ensuring regulatory compliance.

Founding Details


- Founded: 2020
- Founders: No information is available

Key People


- Kenneth Dettman, CPA: Chief Executive Officer & Managing Director
- Casey Finigan Dettman: Chief Marketing Officer
- Maxwell Burns, CPA: Managing Director
- Kyle Morabito, Esq.: Chief Legal Officer & Managing Director
- Brent Rager: Chief Technology Officer
- Victoria Beck, Esq.: General Counsel - Regulatory Compliance

Headquarters


608 SW 4th Ave, Fort Lauderdale, FL 33315

Number of Employees


11-50 employees

Revenue


No information is available

Core Competencies


Sagemont Advisors is known for its comprehensive tax advisory, compliance, and credit optimization services, specializing in:
- Tax credit controversy
- BOI reporting
- Work Opportunity Tax Credit (WOTC)
- ERC refund management

Products and Services



Tax Credit Controversy


Sagemont Advisors offers expert guidance and strategic solutions for businesses facing Employee Retention Credit (ERC) tax disputes. Their team of CPAs and attorneys provides personalized assistance to resolve controversies efficiently and effectively.

BOI Reporting


From January 1, 2024, all U.S. and foreign companies must file Beneficial Ownership Information (BOI) reports under the Corporate Transparency Act. Sagemont Advisors ensures complete compliance on an annual basis, guiding clients seamlessly through the reporting process.

Work Opportunity Tax Credit (WOTC)


A federal tax credit for employers hiring and retaining individuals from historically disadvantaged groups. Sagemont Advisors reduces the administrative burden associated with claiming the credit and provides expert guidance for continuous compliance and optimization.

'Where's My ERC Refund?'


Sagemont Advisors, in partnership with TaxNow, offers a solution for tracking ERC refund claims. This service includes a Red Flag Audit which meticulously analyzes IRS transcripts to identify potential issues and ensures smooth processing of refunds.

Key Features:


- Tax Credit Controversy: Legal and advisory assistance for resolving ERC disputes.
- BOI Reporting: Annual compliance to meet FinCEN requirements.
- Work Opportunity Tax Credit: Simplified process to claim WOTC.
- 'Where's My ERC Refund?': Tracking and red flag audits for ERC refund claims.

Recent Developments



New Product Launches


Sagemont Advisors continuously evolves its offerings. Notable recent products include:
- 'Where's My ERC Refund?': Launched to provide transparency in the ERC refund process and identify any issues early through partnership with TaxNow.

New Features Added


- Red Flag Audit: Added to the 'Where's My ERC Refund?' service to analyze IRS transcripts and ensure smooth processing of ERC claims.

Recent Partnerships


- TaxNow Partnership: To provide enhanced tracking and transparency for ERC refund claims.

Thought Leadership


Regular webinars and knowledge sharing sessions led by experts, such as the recent WOTC webinar by Maxwell Burns, highlight Sagemont’s thought leadership and innovations in tax credit management.

Legislative Updates


Sagemont Advisors provides updates and insights on important legislative changes affecting tax credits, such as the IRS moratorium on ERC claims processing and the implications of the Tax Relief for American Families and Workers Act.

Recent Client Testimonials


From Clients


- Abigail Shuck, Johnson County, IN: Praises the exceptional service and communicative approach of Sagemont Advisors.
- Dorinda Luzardo, Miami Lakes, FL: Highlights the prioritization of client needs and ongoing support from Sagemont Advisors even after project completion.




This detailed report captures the essence of Sagemont Advisors, their expertise, services, and recent developments. The focus remains on using the available data to provide a comprehensive snapshot of the company.