As an entrepreneur, it is exciting to meet someone with a similar mindset as me in business. This is especially true in the tax and accounting industry, where it is so easy to fall into old habits and continue doing things the way they've always been done. So it was refreshing to meet Kristen Engeron. Kristen is the President of Legacy Consultants, LLC, which provides outsourced CFO and controller services, as well as tax services. They have been in business since 2010 and have clients all over the United States. Kristen has over 20 years of tax experience that she uses to ensure her clients' businesses are as profitable as they can be through corporate structuring, tax planning, and establishing appropriate financial controls and departments.
Kristen is truly in business to help small business owners in any way she can. One way she does that is by offering an Employee Retention Tax Credit (ERTC) service, which is what we discuss in this episode. I know you're going to enjoy this conversation with Kristen. You'll learn how to take advantage of the ERTC and what red flags to look out for when searching for a professional to work with.
* Call Kristen at: 985-360-3460
* Email her: kristen@legacyconsultantsllc.com
* Be sure to mention this episode for a 10% discount!
* Find everything you need at www.keepwhatyouearn.com! https://www.keepwhatyouearn.com/ * Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa * Chat about this episode in the Keep What You Earn Community – http://keepwhatyouearn.circle.so * Hire us: https://www.fitnancialsolutions.com/accounting * Find me on IG @shannonweinstein * Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ * Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.