ERC Specialists Banner

ERC Specialists is 
a specialty 
payroll company

Exclusively dedicated to 
understanding and maximizing 
the CARES Act Employee Retention 
Credit (ERC) for U.S. businesses 
affected negatively by COVID-19.

Our expertise lies in what most CPAs don't focus on - payroll taxes.

Why Choose ERC Specialists?

We are your payroll management experts with more than 43 years of forensic accounting experience. We are Enrolled Agents with the IRS and Certified Fraud Examiners. Our wealth of tax expertise includes providing accounting and auditing services for agencies such as:

  • THE FEDERAL BUREAU OF INVESTIGATION (FBI)
  • ​SECURITIES EXCHANGE COMMISSION (SEC)
  • ​U.S. CUSTOMS
  • ​U.S. POSTMASTER GENERAL
  • ​U.S. AND STATE ATTORNEY GENERALS

The Numbers Speak For Themselves

Employees Qualified

200,000+

Credits Recovered

$5,000,000,000

Businesses Reached

35,000+

Our Payroll Taxes Leadership

We are the experts that government agencies turn to for their specialized tax needs. 
We have the integrity and experience you can trust.

Mary Slawson

Forensic Tax Expert

43+ years forensic accountant
Enrolled Agent (EA) IRS
12+ years tax planning & preparation
Certified Fraud Examiner (CFE)
MBA (Emphasis Accounting & Taxation)
Expert witness

Geri Bohn

ERC Payroll Tax Expert

Certified Payroll Professional
American Payroll Association (APA)
20+ years experience as a payroll processor
Board member of the Utah APA Chapter

Christina Hageny

PHR, CPP, SHRM-CP

Direct payroll processing operations expert
Managing payroll for 330+ clients
Manage payroll for workforce of 3,000+
Processing operations across 42 states

Sumsion Business Law

30+ years combined experience
experience with business transactions & litigation
Experience with With 1,000+ cases
$100+ million recovered
$100+ million defended

Ephram Olson

Olson Harnish Law Firm

Specializing in Tax Planning & Tax Disputes
Olson Harnish works with all IRS tax disputes
Representing clients during audits
Representing clients during full appeal process

Rocky D. Crofts

Esq. J.D., LL.M.

Post Doctorate level educated Attorney
19+ years experience as a licensed attorney
Private Equity Financing, 1031 Exchange
Business Development, Mergers & Acquisitions
Accomplished litigator
Extensive courtroom experience
Retained H.R. Director

Our Payroll Taxes Leadership

We are the experts that government agencies turn to for their specialized tax needs. 
We have the integrity and experience you can trust.

Mary Slawson

Forensic Tax Expert

43+ years forensic accountant
Enrolled Agent (EA) IRS
12+ years tax planning & preparation
Certified Fraud Examiner (CFE)
MBA (Emphasis Accounting & Taxation)
Expert witness

Geri Bohn

ERC Payroll Tax Expert

Certified Payroll Professional
American Payroll Association (APA)
20+ years experience as a payroll processor
Board member of the Utah APA Chapter

Christina Hageny

PHR, CPP, SHRM-CP

Direct payroll processing operations expert
Managing payroll for 330+ clients
Manage payroll for workforce of 3,000+
Processing operations across 42 states

Sumsion Business Law

30+ years combined experience
experience with business transactions & litigation
Experience with With 1,000+ cases
$100+ million recovered
$100+ million defended

Rocky D. Crofts

Esq. J.D., LL.M.

Post Doctorate level educated Attorney
19+ years experience as a licensed attorney
Private Equity Financing, 1031 Exchange
Business Development, Mergers & Acquisitions
Accomplished litigator
Extensive courtroom experience
Retained H.R. Director

Ephram Olson

Olson Harnish Law Firm

Specializing in Tax Planning & Tax Disputes
Olson Harnish works with all IRS tax disputes
Representing clients during audits
Representing clients during full appeal process

Recent Success Stories

The ERC Specialists Process

How We Optimize ERC Funding For Our Clients

Unlike the PPP and the EIDL, the ERC is highly complicated and requires specialized knowledge. We have the tax expertise you need to maximize your ERC tax credits. When you’re dealing with complex payroll and tax information, you need an expert with a more niched skill set than most bookkeepers or CPAs. You need clear, concise advice, and we are here to assist you with plain, uncomplicated language you can understand.

Our decades of payroll and tax experience have uniquely positioned us to assist you. This allows us to exclusively focus on maximizing the ERC program for your business. We understand that the complexity of the ERC tax code requires time and experience few other financial professionals have, which is why ERC tax credits have been so underutilized for small businesses.

Our expertise lies in what most CPAs don’t focus on -- payroll taxes. In fact, many of our referrals come directly from CPAs who understand their clients require specialized assistance with their payroll needs, especially when dealing with the complicated ERC tax credit process.

Our tax professionals will help you get the ERC credits your business is entitled to, saving you time and money in the process. With 40-plus years in the tax business, we have the reputation, integrity and proven results you need now.

Our Team

We are the experts that small businesses turn to for their specialized tax needs.
We have the integrity and experience you can trust.

ERC  Specialists CEO

Mark Sullivan

CEO

Mark Sullivan has more than 20 years of experience building and scaling profitable companies. When Mark heard about ERC Specialists, he immediately saw the opportunity to help thousands of business owners recover from the pandemic, and he answered the call to lead our company as CEO.

Over the last 10 years, Mark has founded and launched 5 different companies that each hit $1m in sales in their first 12 months in business. During that time as a co-owner and acting CEO, he generated over $30m+ in revenue. As acting CEO for ERC Specialists, he’s had the opportunity to oversee over half a billion dollars of filed credits helping thousands of businesses access COVID-19 relief funds.

As the leader of ERC Specialists, Mark drives the company’s strong commitment to its mission of empowering growth, which includes the growth of our employees, customers, community relationships, and affiliates. He’s relentlessly committed to the cause of helping business owners and is working hard each day to make it a reality.

Mark has a passion for life, family, and creating solutions that help others. When Mark is not building world-class companies, you’ll find him on an ATV exploring the mountains of Utah, playing basketball with his four sons, or savoring the sweet life with his wife April.

ERC  Specialists COO

Shane Sullivan

COO

Having held senior-level positions including VP of Operations, VP of HR & Customer Service, VP of Sales, President, COO, and CEO, Shane has a unique ability to develop, manage, and execute both high-level strategic plans and detailed tactical campaigns.

At ERC Specialists, Shane is accountable for all operating business segments of the company. He provides leadership, management, and vision to ensure proper operational controls, administrative and reporting procedures, and people systems in place to effectively grow the organization, increase operating efficiency and maintain financial strength.

Shane lives his life by this motto: “Work Hard, Smart, and Inspired.” He and his wife Angie have three daughters and reside in Orem, Utah. When he’s not working, Shane enjoys baking cookies, taking road trips with his family, fishing, and mountain biking.

ERC  Specialists CTO

Justin Atkinson

Co-Founder/CTO

Justin Atkinson has spent most of his professional career building and managing sales teams and pipelines, as well as targeting new product development within growth markets. Although Justin is passionate about the sales process, the true catalyst for his success was his affinity towards systems and processes that allowed him to continuously surpass his sales goals, while his personal efforts decreased. Justin has always had an entrepreneurial nature, which he has used to see his professional opportunities as his own business to create.

When Justin first heard about the ERC program he quickly saw the lack of infrastructure to support this critical program. With small businesses struggling due to the pandemic and few business owners aware the program even existed, he immediately began building a system that would make this program available to all businesses that desperately needed the support. By utilizing his previous in-depth experience and understanding of the sales process, combined with his ability to engineer processes and systems, Justin was able to create a scalable system that is now providing access to this critical program for thousands of businesses.

Justin is passionate about solving big problems with solutions that encourage empowerment. While he loves this endeavor his true passion is his family. He enjoys the challenges and joys of raising 4 children with his wife, Erin.

ERC  Specialists CBDO

Josh Zieglowsky

Co-Founder/CBDO

Josh has been an entrepreneur for almost 20 years. His primary focus is investing in residential and commercial real estate. Josh’s key expertise includes asset and portfolio management, broker relations, investor and client relations, banking relations, economic and demographic trends, market analysis, due diligence oversight, financing oversight, acquisition and disposition strategies, transaction oversight and business development.

When Josh first learned about the ERC, he spoke to some CPAs and payroll firms but was unsuccessful in finding a solution for his company’s filings, so he took it upon himself to help other businesses receive this credit from the government. He took the approach of the book “Who not How” to hire top experts who specialize in this niche program. With his dream team in place, Josh now leads business development and marketing at ERC Specialists.

When Josh isn’t working, he’s spending time with his wife of 21 years, Taryn, and his four children. Josh grew up in Morgan, UT where he was a multi-sport athlete but his love was in basketball. Now, years later, he gives back by coaching local students to succeed both in sports and in life.

ERC  Specialists General Counsel

Rocky Crofts

General Counsel

As the ERC Specialists legal team leader, Rocky Crofts advises the company related to all legal matters, supervises compliance and risk management, and signs all documents necessary for our clients to receive the ERTC. Rocky graduated from Weber State University, holds law degrees from the University of Idaho and the University of Miami, and has been a proud member of the Utah State Bar since 2003. He’s owned his private practice since 2005, focusing on commercial and residential real estate law.

Rocky’s favorite thing about working at ERC Specialists is the extraordinary people he associates with daily. He loves building things and being part of a team full of remarkable men and women of intelligence and integrity. Rocky resides in Roy, Utah, with his wife Stacy, three sons, and two labs named Havoc and Storm. He's an avid hunter and fisherman who enjoys traveling to new places with his family.

ERC  Specialists VP Of Customer Service

Chandler Chavis

Vice President of Customer Service

A long career in strategic planning and real estate operations offers Chandler a broad perspective on U.S. small businesses, which he employs at ERC Specialists to serve our clients with humor and grace.

Chandler is responsible for overseeing and managing the daily operations of our Customer Service and Support Department. He says: “The most fulfilling part of my job is assisting small businesses that were negatively impacted by the coronavirus and to see the impact of the refund. One other aspect that fulfills my day is the family we have created at ERC Specialists and the unity we have within our company.”

Chandler is a proud member of the Lumbee Tribe in Pembroke, North Carolina, and he and his wife Jessica have four children. Chandler enjoys playing basketball, spending time with family, and real estate investing in his spare time.

ERC  Specialists Director Of Fullfillment

Geri Bohn

Director of Fulfillment

Geri Bohn leads the team of Payroll Tax professionals at ERC Specialists. She’s a Certified Payroll Professional by the American Payroll Association (APA) and serves as a Board member of the Utah APA Chapter.

Geri has over twenty years of payroll experience and has successfully worked with hundreds of businesses to accurately process their payroll. At ERC Specialists, Geri ensures all clients are receiving timely and personal service in a friendly can-do manner that creates long-lasting relationships.

She lives in Eagle Mountain with her husband Chris, and their three children. She is a mother of a special needs teenage son on the Autism spectrum, and that keeps her very involved in the Autism community. She loves boxing, camping, boating, Jeeping off-road, and spending lots of time outdoors. Her favorite quote is: "Blessed are the flexible, for they won't be bent out of shape."

ERC  Specialists Director Of Operations

Tyler Gregersen

Director of Operations

At ERC Specialists, Tyler Gregersen is charged with overseeing our external departments including Squeeze, Appreciation Financial, and the Customer Support team. He currently runs our training program and provides leadership to our Account Specialist and Customer Success Manager teams.

With over thirteen years of Sales experience, Tyler held Director-level roles at Byte, Mynt, and Clearlink in Los Angeles, Australia, Utah, and the Philippines before joining ERC Specialists. A record-breaking sales leader throughout his career, Tyler says “I enjoy being around the people I work with at ERC Specialists. I like being a part of a startup company that has huge potential and being able to contribute and see that growth. I enjoy being able to utilize my skills to scale the departments and fine-tune processes.”

Tyler comes from a family of competitive and professional dancers. He spent many years competing at a national level in Latin ballroom, and several of his siblings have been finalists in dance shows like So You Think You Can Dance and Dancing with the Stars. Tyler lives in Orem, Utah with his wife and two sons. He loves the outdoors and enjoys camping, fishing, hunting, hiking, kayaking, playing sports. His other hobbies include woodwork, welding and structural design, and he likes to stay fit.

ERC  Specialists Executive Assitant

Jennifer Killian

Executive Assistant

A seasoned entrepreneur who owns a successful Utah company that produces outdoor events, Jenn Killian is a licensed Real Estate Agent who attended Brigham Young University. She joined the ERC Specialists team when our company first got started and continues to be a pivotal member of the team as we grow.

Jen is the hub of all things ERC Specialists, dedicated to supporting each department and ensuring that our CEO Mark Sullivan is up to date on everything happening in our fast-growing organization. Jenn says, “I love being around people! It’s exciting to learn different strengths from everyone and see how we can work together and create not only a positive environment here in the office but also a culture that reflects to our customers. We are helping small businesses find relief and being a business owner myself, I know this credit is helping in more ways than we know for these businesses.”

When she’s not at work, Jenn works with the youth in her church and goes on adventures with her son and three daughters. They love all of the seasons in Utah and take full advantage of our state’s natural wonders, from skiing to hiking, off-roading to camping. Jenn and her family love spending time adventuring and finding places to camp and enjoy their family and friends, and as Visit Utah Ambassadors, they travel and create content and marketing assets for the state.

Ready To Get Started?

Ready To Get Started?

About ERC Specialists

Quick Links

ERC Specialists Logo

© 2021 | Privacy Policy

ERC Specialists is a specialty payroll company exclusively dedicated to understanding and maximizing the CARES Act Employee Retention Credit (ERC) for small businesses affected negatively by COVID 19.

560 E. Timpanogos Circle Orem, UT 84097

Connect With Us On Social Media:

Facebook Page
Instagram Page
YouTube Page
Linked In
ERC Specialists Logo

© 2021 | Privacy Policy

About ERC Specialists

ERC Specialists is a specialty payroll company exclusively dedicated to understanding and maximizing the CARES Act Employee Retention Credit (ERC) for small businesses affected negatively by COVID 19.

 3300 N Triumph Boulevard, Suite 100, Lehi, UT 84043

Quick Links

FAQ

ERC Specialists, LLC DOES NOT provide any legal or accounting advice and users of this web site should consult with their own lawyer and C.P.A. for legal and accounting advice.