COVID-19 Resources & Information: Read Now


August Client Line

Summer Office Hours
As a reminder, our office is currently open from 8:30 AM – 4:30 PM on Monday through Thursday and closed all day Friday. We will resume our normal hours after Labor Day.

Labor Day
Our office will be closed on Monday, September 4, 2023, in honor of the working people of the USA. Stay safe and enjoy the long holiday weekend.

Save the Date
In honor of our 50th Anniversary, we will be celebrating this golden occasion on Thursday, October 26th from 2:00 – 6:00 PM at our office. Mark your calendar before you forget and watch for more details.

Properly claiming the ERC
With the Internal Revenue Service making substantial progress in the ongoing effort related to the Employee Retention Credit (ERC) claims, Commissioner Danny Werfel said the agency has entered a new phase of increasing scrutiny on dubious submissions while renewing consumer warnings against aggressive marketing.

There are very specific eligibility requirements for claiming the ERC. These are technical areas that require review. Employers can claim the ERC on an original or amended employment tax return for qualified wages paid between March 13, 2020, and Dec. 31, 2021. However, to be eligible, employers must have:

  • Sustained a full or partial suspension of operations due to orders from an appropriate governmental authority limiting commerce, travel or group meetings because of COVID-19 during 2020 or the first three quarters of 2021
  • Experienced a significant decline in gross receipts during 2020 or a decline in gross receipts during the first three quarters of 2021
    Or qualified as a recovery startup business for the third or fourth quarters of 2021


Congratulations to the Union League National 2023 Men’s Club Champion, TJ Robertson! Truly a fantastic display of golf all tournament long. TJ will add this to his existing trophy case, which also includes a Junior Club Championship at UL National.

TJ is the son of Bruce & Courtney Robertson and grandson of Bob & Lynne Thomson, current clients of the firm.