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OSCPA's ERC: How to Prepare Your Clients for Audit - Self-Study

Available Until

OSCPA On Demand

On Demand, OK 00000

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1.00 Credits

Member Price $45

Non-Member Price $55


In this presentation, Ashlee Hall will go in-depth into the ERC law and guidance and provide specific examples and advice to help CPAs prepare clients for an ERC audit.

Please Note: This event was originally recorded on 11/28/23. Course must be completed prior to 4/30/24 for credit.





Designed For



  • Attendees will learn what to expect in an IRS ERC audit.
  • Attendees will learn how to advise clients that claimed ERC through a third-party provider but failed to document eligibility correctly or have concerns about their claim.
  • Attendees will also learn of the latest IRS updates regarding ERC and where to find answers.






Leader Bios

Ashlee Hall, Senior Legal Counsel & Director, Figure Financial

Ashlee Hall, is a tax attorney with nearly 20 years of legal and business experience. Ashlee previously worked at one of the largest tax resolution law firms in the country and, more recently, she was a Senior Manager with Deloitte in its national tax Federal Credits and Incentives group. While at Deloitte, Ashlee focused on Qualified Opportunity Zones and New Markets Tax Credits before she was tasked in March 2020 with digesting the Employee Retention Credit as the relevant legislation, guidance, and updates were released. Ashlee also managed ERC engagements from start to finish primarily for Fortune 500 and middle market companies. Ashlee transitioned to Figure Financial via its ERC service line in early 2022 where she helped build a robust quality control process and has helped eligible business owners claim millions in credits. Ashlee now focuses heavily on ERC substantiation and audits.

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Non-Member Price $55

Member Price $45