Accelerate Tax

Get up to $26,000 per employee from the IRS.


Over 500,000 businesses have claimed an average of $130,000 each. We specialize in helping businesses maximize their ERC (Employee Retention Credit) refund.

Get the refund your business is owed today.

The Employee Retention Credit

The Employee Retention Credit (ERC), also known as the Employee Retention Tax Credit (ERTC), is a federal program created to help small and medium sized businesses recover from the financial impact of COVID-19.

Many businesses lost revenue and were affected by government shutdowns and other mandates. The ERC is designed to support those businesses that retained employees, and lost revenue, were impacted by the mandates, or began operations in 2020 or 2021. The ERC tax code is complex, and most qualified businesses have not claimed the ERC refunds they are owed.

The ERC is separate from the Paycheck Protection Program (PPP) and is a refundable tax credit paid by the IRS. It is not a loan and does not need to be paid back.


Who can qualify?

From health care to hospitality, from construction to arts & entertainment, your business may qualify for the ERC if you meet at least one of these criteria

Full or Partial Suspension of Operations

A Federal, State, or Local government shutdown order affected your business’ ability to operate in 2020 or 2021

Gross Revenue Reduction

Gross Revenues or Gross Receipts during 2020 and 2021 declined on a quarterly basis versus 2019

Recovery Startup Business

Business was started after Feb 15, 2020 and annual gross revenue was less than $1,000,000

Why work with Accelerate?

Maximizing Your Credit

Our CPA experts use every aspect of the tax code to get your business the full refund it is owed.

Detailed Documentation

We deliver a complete record of the ERC calculation and supporting documentation for your records.

Decades of Experience

The Accelerate Tax team has decades of experience in finance, accounting, payroll, and tax credits.

Advanced Technology

We utilize the latest technologies to ensure your return is processed quickly and correctly.

Dedicated Support

We have a team of experienced professionals ready to answer your questions and maximize your credit.

Advance Payment Options

Qualified businesses can receive their ERC cash refund in as little as 5 business days.

Accredited with BBB

“Our Accountant told us we didn't qualify for the ERC program but Accelerate Tax's expertise proved him wrong. As a result, we now have $746,450 to invest in our business which has been a game changer for us. I am so thankful that we worked with the experts at Accelerate Tax.”
Mary D.
“We did not think the ERC program applied to our business. After working with Accelerate Tax we received $361,790. My advice to other businesses is, just call Accelerate Tax!”
Sophie K.

Meet the Team

Thomas Costa


As a serial entrepreneur Tom has more than 20 years experience in the fintech space. His businesses have focused on lending and he has a particular expertise in building platforms that use cutting-edge technology to make it easier for small businesses to access the credit they need. In addition to his role as the President of Accelerate Tax Thomas is also an active angel investor and he currently holds a seat on the board of directors for several startups.

Justin Lally


Justin is a proven executive leader with sales, secondary markets, operations and credit risk experience across multiple private and publicly traded companies, including HSBC, LendingTree, Discover, Caliber Home Loans and Rithm, formerly known as Newrez. As the Chief Operating Officer Justin leads the Sales and Fulfillment organizations and supporting Customer Acquisition initiatives for Accelerate Tax.

John Kuriger


Graduated from Hofstra University with BBA Business Management, spent 7 years in the Marines Enlisted and Officer. Began in sales, top producing mortgage loan officer and eventually VP Operations for Transitioned to the SMB space, directed all aspects of sales, marketing, advertising, CRM and call center operations for five branches for Business Bounce. Helped to grow Business Bounce into an acquisition for Lendio. Spearheaded the integration of the two companies, then working directly with CRO grew Lendio into the largest SMB marketplace in the country.

Spent 4 years at Lendio, last role was VP Operations and Lender Strategy, left to become CRO at a large SMB ISO. Since 2020 has been spending most of his time as an entrepreneur and consulting for various sales organizations in the lending space with a focus on transforming into scalable operations.

Kate Shaver


A seasoned production leader with experience across both public and privately held institutions Kate excels in motivating employees and serving customers. Kate is a culture driver and sales leader with extensive sales and operations experience, specializing in the Direct to Consumer space. Kate’s management style emphasizes tactical execution while maximizing internal and external customer experience to improve process efficiency.

As an executive with a proven track record Kate brings the experience and horsepower needed to drive exceptional results for Accelerate, its customers and partners. Kate studied at the University of Missouri and has led sales and operations organizations at both startups and large public and private companies.

Amir Anet


As the Director of Relationship Managers, he overlooks the day to day of the production group to ensure an efficient and productive call center. He works closely with Accelerate Tax leadership to ensure to meet and exceed their client’s needs.

With multiple degrees in Psychology and Counseling he has been able to place an emphasis on the humane element within business interactions during his 20 years of experience in finance, working primarily in the automotive and mortgage industries.

He enjoys playing sand volleyball and basketball. Outside of volunteering his time to animal shelters and meal delivery for the elderly, he is a huge autophile and enjoys anything automotive related.

Kaylynn Shirley


Kaylynn Shirley has been a production leader in the mortgage space since 2013 at some of the largest public and privately held companies in the country including Caliber Home Loans, Loan Depot and Newrez Financial. She is an effective team leader and process champion that delivers a best in class customer service experience.

Her roles overseeing high performing processing organizations required her to rapidly scale her teams through effective recruiting, training and management, something that she has brought to Accelerate Tax. Her growing team of Account Managers at Accelerate Tax take pride in rapidly and accurately completing the ERC calculation process and delighting customers.

Sergio Solis


Sales Professional with more than 10 years experience in SMB lending and mortgages. His pride is educating customers so they fully understand their options and feel comfortable with what can be one of the biggest transactions of their lives. Having helped thousands of customers reach their financial goals he continues to find new ways in helping B2B and B2C customers.

Anne Arias

Financial Controller

Anne oversees our day-to-day financial operations as well as database management and reporting. Her background is in accounting, and she has also held previous positions as a business intelligence analyst and CRM administrator in the small business lending space.

In her personal time, Anne enjoys learning new board games and baking treats at home.

Our Process

We will quickly and accurately process your ERC claim, maximizing the amount of your refund and delivering the funds to you as soon as possible


Step One

Our experts analyze your business’ existing financials. We do all the work.


Step Two

Our expert team works to maximize your ERC cash refund.


Step Three

We create the necessary IRS filings and review them with you for final sign-off.


Step Four

Your filings are submitted to the IRS and your ERC cash refund is delivered to your bank account

Frequently Asked Questions

The Employee Retention Credit (ERC) is a refundable tax credit and not a loan. It is a stimulus program created by Congress to compensate businesses that retained employees during COVID. The program is complex, but many businesses are eligible, even if they had a PPP loan.

After our CPAs prepare the filing, the IRS sends out a physical check in the mail. That’s it!

Your business may qualify for a maximum of $26,000 per employee, but most businesses do not qualify for the full amount. Accelerate Tax can help your business get the highest refund possible.

Accelerate Tax is a specialty firm that focuses exclusively on helping businesses maximize their ERC tax refunds. Eligible businesses can also receive their tax refunds upfront without waiting.

It can take anywhere from several months to over a year to receive your refund check. Accelerate Tax can help your business get your refund immediately, however. Be sure to ask one of our specialists how.

Unlike the Paycheck Protection Program (PPP), most banks and financial institutions are not participating, and many accountants are excluded because of the complexity for determining qualification and credit size

Even if your business received a PPP loan, you may still be eligible for ERC. PPP loan forgiveness may reduce the size of your ERC in certain quarters, depending on the amount forgiven and other payroll information. Our CPAs are experts in maximizing your ERC.

Yes. You may be eligible if you were affected by a partial or complete government shutdown. You may also be eligible due to a decline in quarterly revenue. There are many ways to qualify, and Accelerate Tax can help your business maximize your ERC.

If your business qualifies for our advance payment option, you could receive your refund check within a few days.

The ERC guidelines created by the IRS are over 200 pages long and have changed many times. Our CPAs specialize in the ERC and can help clients receive 15-25% more money than other firms.