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About us

Your Employee Retention Tax Credit Specialists

Our story

Our story

We are an experienced team of Tax, Accounting, and Legal experts who have come together to fight for you and get you the Employee Retention Tax Credit you deserve for your business. 

With decades of experience, our leadership owns or manages leading tax and accounting firms in their respective markets. The ERC Group evolved from a like minded group of industry leaders to a cohesive team of experts who have come together to fight for you.

Our values

At the ERC Group, we are about extraordinary advice and doing what is best for our clients. As a business owner, you've taken risks, made commitments, and hung in there during the best and worst of times. We are committed to telling our clients what they need to hear and making sure they are positioned for the best possible outcome. 

Our values

Your Team of Experts

A literal "Dream Team" of Tax and Accounting Experts Working for You.

John Bloom AEG

John Bloom

Chief Marketing Officer, Advisors Equity Group

 

John currently serves as the Chief Marketing Officer for Advisors Equity Group. Based in Dallas, John brings a wealth of knowledge and capability to the business marketplace with a focus on driving real, impactful solutions.

Advisors' Equity Group (AEG) is a partner-owned financial services distribution collaborative, providing high-end tax- and capital-efficient strategies. AEG was established to be the most advisor-centric distribution platform in the industry.

Eric Pierre CPA

Eric Pierre, CPA

Founder/CEO, Pierre Accounting

 

Eric is the founder, CEO, Owner, and Principal of Pierre Accounting with offices in Austin, Los Angeles, and San Diego. Eric has worked in accounting, tax, finance, and audit since 2003 and specializes in Advanced Tax Strategies, Financial Planning and Analysis, M&A, Real Estate, and Forensic Auditing for clients.

Prior to starting Pierre Accounting in 2015, Eric worked for Various Fortune 500 companies including Deloitte & Touche, McDermott, Abbott Laboratories, and Team Industrial Services.

Eric graduated with a Master of Professional Accountancy and a BA in Accountancy, with honors, from Stephen F. Austin State University. He is a CPA License holder with the Texas and California State Boards of Public Accountancy and a second-generation CPA.

A renowned tax expert in the media, Eric has been quoted by Forbes, CNBC, Bloomberg Tax, Yahoo Finance, Time, and CBS in San Diego.

An avid basketball fan, Eric played professionally for the San Diego Guardians of the ABA. Eric gives back his time mentoring and serving our youth across the country.

Sam Derakhshan

Sam Derakhshan

Principal, Level 8 Management

Sam is the founder, CEO, owner and principal of Level 8 Management Inc.  A passionate and highly motivated entrepreneur who cares deeply about the clients he works with. With over 15 years of experience in tax, accounting, finance and business management, Sam has been working with many businesses, small and large, across multiple industries, focusing on helping them grow their business and maximize their profits through advanced tax planning, financial visibility and understanding.

A Certified Tax Preparer in the state of California. In 2007 he received his bachelor’s degree in accounting and finance at Cal-State University, Northridge. Sam calls Woodland Hills, California home.

Cyrus Headshot

Cyrus Amini, Esq., CFA

Chief Compliance Officer

Cyrus leads our compliance efforts and heads the ERC qualification team. Cyrus received a B.A. in Economics from the University of Pennsylvania, and a J.D. from Boston College Law School. Cyrus is a Member of the NY State Bar Association, and a CFA Charterholder. Cyrus calls Charleston, South Carolina home.

Howard Morin

Howard Morin

Founder/Partner, Helium Financial Group

 

Howard Morin co-founded Helium Financial Group with partner Gary Russell in 2016. Howard has over 23 years of financial services and organizational leadership experience. Most recently he oversaw the Financial Services Group of Conover serving as CEO of Conover Capital Management and Conover Securities.

Starting as a manager of the institutional trader business at TradeStation Group his success was recognized by the Intel Corporation who relocated him to the Pacific Northwest. Later named Managing Director of Global Financial Services, responsible for implementing technology at some of the largest financial institutions in the world.

After a career at Intel, Howard joined Union Bank of Switzerland (UBS) as a private financial advisor. Howard is passionate about advising clients on key decisions and working with employers to align their corporate retirement plan with their strategic goals. A native of South Florida, after almost 20 years in the Seattle area, he now calls Scottsdale, Arizona home.

Gary Russell

Gary Russell

Founder/Partner, Helium Financial Group

 

Gary Russell is the co-founder of Helium Financial Group with partner Howard Morin. He previously served as Director of Wealth Management at Conover Capital Management.

He brings over 15 years of Wealth Management, Financial Planning, and Retirement Plan Consulting experience to our valued clients and trusted partners every day. As a recognized industry leader and frequent guest speaker on a variety of financial topics, he brings a unique and innovative approach to delivering financial solutions for clients.

When Gary isn't working with clients, he enjoys the outdoors and is an avid pilot. A native of Bainbridge Island, Gary now calls the Olympic Peninsula home.

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David Trende

Partner, Wealth Design Partners

David graduated from Baldwin Wallace College with a BA in Business Administration, with concentrations in Finance, and Minors in Economics and History. Before graduating, he was hired by Merrill Lynch as a financial consultant. During that time David built a strong financial services practice. In 2001, he expanded his practice by joining Legacy Financial, David added strategic resources for more advanced financial planning, estate planning and other client services.

In 2005, with partner Ted Rusinoff, David built a company focused on helping attorneys, CPAs, and trust advisors review client portfolio holdings, specifically to address fiduciary liability issues related to beneficiaries. David focuses on meeting the needs of his clients, as well as those of his strategic alliances with local CPAs, attorneys and trust advisors. This focus allows him to provide the best possible service and value to all of his professional relationships.

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Matt Jensen

Business Development Lead

Matt Jensen brings 20 years of experience in the financial services industry experience having served roles in structured finance, private equity and wealth management. Mr Jensen started his career in wealth management at Union Bank of Switzerland in Los Angeles.

A life-long California resident,  Mr Jensen graduated with honors from the University of San Diego. Mr Jensen currently resides in Orange County California with his wife and two children. 

Tami Todd

Tami Todd

Project Management

Bio Coming Soon!

 

Allison Rogers

Client Services

 

Bio Coming Soon!

Justin Dean Pic copy 2

Justin Dean

Client Services

Bio Coming Soon!

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