Skip to main content
Join Now
Image of a document titled Employee Retention Credit

< Back to All

SBAM Announces New Employee Retention Tax Credit Solutions for Members

October 10, 2023

We’ve launched a new service to help our small business members gain best-in-class access to Employee Retention Tax Credit (ERTC) tax refunds that can bring you up to $26,000 per qualified employee.

SBAM has partnered with two vendors, Occams Advisory and CLRA Group, to help members apply for and receive the ERTC.

SBAM wants to ensure that our members can take advantage of all the tax credits that they deserve, which can make a big difference in these uncertain financial times,” said SBAM Chief Revenue Officer Michelle Beebe. “The Employee Retention Credit could bring a small business huge returns, especially since it can be retroactively applied for, and we’re proud to have partnered with Occams Advisory and CLRA Group to extend application help to our members.”

For over a decade, Occams Advisory has maximized the potential of thousands of businesses like yours to achieve their business goals. They have designed a comprehensive, compliant and cohesive tax credit assistance program with emphasis on Employee Retention Credit (ERC). Their best-in-class team of dedicated ERC staff have helped 1,000+ clients and are ready to help you get your well-deserved ERC dollars.

CLRA Group creates the best experience for small businesses to qualify for the Employee Retention Credit Program by making sure they maximize their ERC. They use their own proprietary software to make the most of your ERC so you are not leaving ERC money behind. Most of the businesses they’ve helped qualify for ERC monies were originally told they did not qualify. So even if you were considered “Essential,” had increased revenue and/or retained your employees during 2020/2021, CLRA Group can most likely help qualify you for ERC.

Our approved partners will help you apply for ERC while strictly adhering to the complex set of laws and regulations that govern ERTC eligibility and filing the application, increasing the chances of getting a refund. Currently, businesses are eligible to file for a retroactive refund three years from the date of their original filing thanks to a legislative extension. Eligible businesses can claim ERTC retroactively for the period March 13, 2020 to September 30, 2021. ERTC for the fourth quarter of 2021 is available for recovery start-ups (businesses that commenced operations after February 15, 2020).

For more information on the partnership and how members can connect with Occams Advisory or CLRA Group to apply, visit

By Kellie Nierynck, originally published in SBAM’s September/October 2023 issue of Focus magazine


Click here for more News & Resources.

Share On: