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##### THE SAGEMONT DIFFERENCE
## Your strategic partner for tax advisory, compliance, and credit optimization.
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#### SAGEMONT ADVISORS
At the heart of Sagemont Advisors lies a singular vision: to be more than just a service provider or consultant in the complex world of tax and regulatory reporting. We are your strategic partner, dedicated to equipping your business with the confidence and clarity needed to make informed tax decisions that empower growth. Our vast experience isn’t just a feature—it’s the foundation upon which we build your success.
Specialized Expertise
Strategic Partnership
Innovative Solutions
### Specialized Expertise
Our seasoned team of CPAs, attorneys, and industry leaders combines decades of expertise in tax accounting and advisory. With an extensive spectrum of knowledge including: tax advisory, tax controversy, regulatory reporting, and credits and incentives, our accomplished team stands ready to partner with our clients on their path to optimizing their tax posture and regulatory compliance.
### Strategic Partnership
Centered on cultivating long-term client relationships and driven by our commitment to excellence, we aim to optimize tax positions and elevate the economic well-being of our clients. At Sagemont Advisors, we offer more than just a team dedicated to assisting with tax credits and reporting – we stand ready to be your strategic partners, guiding you through intricate challenges and ensuring your financial success.
### Innovative Solutions
Sagemont Advisors sets itself apart from other tax and regulatory reporting advisory firms through a distinctive and innovative approach. Collaborating with Sagemont Advisors not only means engaging with the experts in tax advisory but with a team of technology experts dedicated to streamlining routine processes. We are committed to making a significant impact in the industry by consistently staying at the forefront of cutting-edge technology and solutions, guaranteeing comprehensive coverage for our clients.
## The Sagemont Difference
### Our Mission
At Sagemont Advisors, we aim to be the premier provider of tax advisory and regulatory reporting services. Sagemont Advisors offers a bespoke, white-glove experience to each and every client, with our leadership involved in every client experience. Our unwavering commitment to long-term client relationships, paired with our pursuit of excellence, positions Sagemont Advisors to optimize the tax positions of our valued clients.
### Our Core Values
**Quality**
**Entrepreneurial Mindset**
The Sagemont team embraces an ownership mentality, fostering accountability and dedication to client success.
**Innovation**
Our team remains unbound by convention and strives for innovation in wherever possible.
**People First**
Sagemont’s team and clients are our greatest assets, always remaining at the forefront of every decision.
## Our Commitment to Your Success
Sagemont Advisors is dedicated to establishing enduring partnerships with our clients, guiding them through intricate tax and regulatory landscapes. In a continuously evolving world of tax codes and regulatory compliance, our commitment is to expand and enhance our service offerings, providing unwavering support to our clients while preserving our specialized expertise.
### Tax Credit Controversy
Sagemont specializes in providing expert guidance and strategic solutions for businesses facing Employee Retention Credit (ERC) tax disputes. Our dedicated team of CPAs and attorneys are committed to navigating the complexities of ERC law, offering personalized assistance tailored to our clients’ unique situations. We are here to represent our clients’ interests with integrity and skill and strive to resolve controversies efficiently and effectively, ensuring our clients achieve the best possible outcome.
### Work Opportunity Tax Credit
The Work Opportunity Tax Credit (WOTC) is a federal tax credit for employers hiring and retaining individuals from historically disadvantaged target groups. Sagemont Advisors simplifies the process of claiming the credit by reducing administrative burden and providing expert guidance for continuous compliance.
### Where's My ERC Refund?
Unlock peace of mind with Sagemont Advisors’ groundbreaking solution: ‘Where’s My ERC Refund?’. Our partnership with TaxNow empowers businesses with unparalleled insight into their ERC claims process. With our Red Flag Audit, we meticulously analyze IRS transcripts, swiftly identifying any potential red flags. Trust in Sagemont Advisors to navigate complexities and ensure your ERC refund journey is smooth sailing. Discover the confidence of knowing exactly where your refund stands – explore ‘Where’s My ERC Refund?’ today!
### Beneficial Ownership Information Reporting
As of January 1, 2024, under the Corporate Transparency Act, FinCEN requires all U.S. and foreign companies in any of the 50 U.S. states to file Beneficial Ownership Information (BOI) reports. Sagemont Advisors is here to seamlessly guide clients through the BOI reporting process, ensuring complete compliance on an annual basis.
## Discover the valuable ways in which Sagemont Advisors can collaborate with your business to provide expert assistance in tax and regulatory advisory services.
## Latest News
### Are your funds compliant with the Corporate Transparency Act (CTA)?
All reporting companies must comply with Beneficial Ownership Information (BOI) reporting requirements with FinCEN, as prescribed by the Corporate Transparency…
Read More
### Unlock Tax Savings: Streamline the Work Opportunity Tax Credit with Sagemont Advisors
Are you ready to simplify your WOTC process and unlock tax savings? Join Sagemont Advisors for an exclusive webinar designed…
Maxwell Burns recently led a webinar on the Work Opportunity Tax Credit (WOTC), hosted by Sagemont Advisors. Participants delved into the…
## See What Our Clients Are Saying
 [Sagemont Advisors] was exceptional to work with. Our representative carefully answered our many questions about the program and was extremely communicative throughout the process. The professionalism [Sagemont Advisors'] team... (+View More)
[Sagemont Advisors] was exceptional to work with. Our representative carefully answered our many questions about the program and was extremely communicative throughout the process. The professionalism [Sagemont Advisors’] team demonstrated is why we consistently refer business owners and volunteer organizations their way. We highly recommend contacting [Sagemont Advisors] to see what credits are available to you!
### Abigail Shuck
! Johnson County, IN
 My experience with [Sagemont Advisors] was one of those rare business collaborations in which my organization's needs were not only considered to be of the highest priority, but even after our work together had been completed,... (+View More)
My experience with [Sagemont Advisors] was one of those rare business collaborations in which my organization’s needs were not only considered to be of the highest priority, but even after our work together had been completed, [Sagemont Advisors] continued to support us. Our credit came at a crucial time and made it possible for us to sustain operations and even grow. I have nothing but praise for the service, professionalism, and compassion demonstrated by the staff of [Sagemont Advisors].
### Dorinda Luzardo
! Miami Lakes, Florida
Sagemont Advisors is your trusted partner for tax advisory and regulatory reporting services. Our expertise and unwavering commitment are dedicated to optimizing tax positions, ensuring regulatory compliance, and enhancing the tax position of our clients.
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[608 SW 4th Ave
Fort Lauderdale, FL 33315
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