IRSplus - ERC Tax Credit vs SageFusion

IRSplus is a U.S. tax advisory firm built around Employee Retention Credit (ERC) work for businesses still waiting on IRS refunds. If you already filed an ERC claim and it is sitting in the backlog, IRSplus offers an expediting service that aims to move your case to the front of the line and get checks in roughly 60 to 120 days instead of years.

The firm prepares detailed legal and compliance documentation, including ERC expediting reports, qualification reports, and stamped government orders tied to your eligibility. IRSplus says it works directly with IRS liaisons and case managers rather than filing lawsuits against the agency.

It is aimed at business owners, operators, and finance leaders across industries who filed ERC through another provider or are stuck waiting without a fast-track option. The site also lists broader incentives work such as SETC, R&D credits, and WOTC.

SageFusion runs a model-driven finance platform that manages accredited investor portfolios through Interactive Brokers custody accounts. Investment Science, the operator behind the site, uses statistical models, financial statement analysis, and social media signals to allocate across strategies that aim to profit in multiple market directions. Clients typically start with a $100,000 minimum deposit and can access up to 6x leverage according to the homepage.

Where many asset managers lock capital and hide trade details, SageFusion emphasizes no lock-up withdrawals, real-time trade audits, and anonymous execution through your own SIPC-member brokerage account. The firm claims its returns beat the S&P 500 index from 2021 through 2023 and hedges portfolios by putting about 5% of cash into options. That model targets investors who want managed leverage with visible positions rather than a black-box fund.

Banks, hedge funds, family offices, and high-net-worth individuals use SageFusion after a four-step onboarding that includes a qualification form, Interactive Brokers account setup, and a 30-minute onboarding call. The leadership page lists Michael Kelly as founder and CEO and Dr. Andrew Weinbach as chief compliance officer. Contact is available at +1 (917) 512-9523 or the New York office at 99 Wall Street.