Thank You!

Congratulations! You’ve taken the first step towards qualifying for the ERC tax credit, which could be a cash payment of up to $26,000 per employee. The below Questionnaire is necessary for us to confirm your eligibility period and begin calculations for your company.

You may begin your Questionnaire immediately, but if you need any assistance, you’ve been assigned a dedicated Account Specialist that can assist you with any questions. Please check for an introductory email from your Account Specialist, who will also reach out in the next 1-2 business days to check on your progress.

  • Please budget approx. 20 minutes of your time.
  • You can save your progress and return to it later if needed!
  • This provides essential components that every client must complete for eligibility determination.
  • Reliable data leads to better outcomes, informed decision-making, and a faster claim process.
  • Your input directly influences the process – we rely on your answers to make decisions!

Please begin your Questionnaire HERE

Below is a high-level overview of our ERC process from start to finish. Please note that client deliverables are highlighted in purple.
Upon completion of the Questionnaire, you will receive an email prompting you to connect your payroll data via our fast, secure API portal if your payroll provider is eligible. Collecting this data along with 940s/941s is essential to providing your ERC calculation. Please contact with any questions.