Oops! Sorry!!


This site doesn't support Internet Explorer. Please use a modern browser like Chrome, Firefox or Edge.

Have You Claimed Your Employee Retention Credit (ERC)?

The IRS is now providing ERC direct payments of tens of thousands to small businesses who qualify either on the basis of drops in their business revenue in 2020/2021 due to the pandemic OR who had to suspend or restrict operations at any time because of government stay-at-home orders. 

The facts are:

  • Qualifying businesses can receive UP to $26,000 per W-2 employee.

  • Employers who received any PPP loans can now claim the ERC.

  • ERC rebates are based on W-2 wages paid to employees...not payroll

    taxes. So, qualified non-profits can receive them as well. 

  • The ERC is NOT a loan that needs to be paid back

Our CPA partners are a team of accounting experts that specialize exclusively in navigating through the complexities of the ERC program to determine if your business is qualified to get the ERC rebate and then make certain you can claim the maximum amount of money you are entitled to receive. They start by offering a free estimation specific to your business.

Get Your Free Estimation To Find Out How Much Credit YOU Can Claim!

Apply Today

Fast & Precise

Get Answers

Dedicated Account Manager

Claims Processed Daily

We provide 100% accurate, audit proof ERC claim filings for a multitude of clients each day who qualify to receive many thousands of dollars of ERC funds.

Rapid Rebate Option!

We are the first ERC service provider to offer a way for our clients to receive their ERC funds in less than 30 days!

Employee Retention Credit

  • The ERC Program was originally authorized under the CARES ACT in 2020 as a tax credit on payroll expenses of 50% for up to $10,000 in wages paid per W-2 employee from 3/12/20-12/31/20 by an eligible employer.

    That's up to $5,000 Per W-2 Employee!

  • Then, In 2021 the ERC increased to 70% of up to $10,000 in wages paid per W-2 employee PER QUARTER (for Q1-Q3) for up to $21,000 per employee

  • Both 2020 and 2021 combined offers a potential direct payment to your business of up to $26,000 per W-2 employee!




A Few Examples of Businesses Our Team has Helped Get Employee Retention Tax Credits For

  • Hair Salon $107,792.22 for 2020 - 36 employees

  • Single-location pizza shop $58,255.95 for 2020 – 26 employees

  • Home healthcare staffing firm $599,891.59 for Q1 2021– 195 employees

  • ESL school, Non-profit - $111,150.41 for 2020 – 25 employees

  • General contractor $364,283.71 for 2020 Q1– 59 employees

  • Some ERC Success Stories

    Most of our customers get tax relief after their first session, and follow up for additional tax credits.

    When the Employee Retention Credit was included in the CARES Act, we knew we wanted help navigating the guidelines, calculations, and paperwork so we could maximize our tax credit and get everything filed correctly. We were very pleased with the services.

    Jack R.

    Dental Practice Owner

    Great job walking us through the steps needed to move forward, and make sure approved before any additional steps are taken. They’re knowledgeable and take care of everything for you. I highly recommend you reach out to them and see how much they can obtain for you.

    Laura W.

    Commercial Cleaning Owner

    They know the laws and rules of the refunding that we received I didn't know anything about these before talking to a friend that referred me. To date we have received about $80,000 with more coming. I would advise anyone to just reach out to see if it works for you also.

    Toni I.

    Restaurant Owner

    Apply Today

    FAQ's

    Most frequent questions and answers

    What is the Employee Retention Credit (aka Employee Retention Tax Credit) and how is it different from the Payroll Protection Program (PPP)? ... >

    The Coronavirus Aid, Relief, and Economic Security Act (also known as the CARES Act) was signed into law on March 27, 2020. It included two programs designed to assist businesses with keeping workers employed: the Payroll Protection Program (PPP) administered by the Small Business Administration and the Employee Retention Credit (aka ERTC) administered by the Internal Revenue Service.


    PPP funds were distributed based on 2.5 months of payroll and a minimum of 80% of the funds had to be used for payroll to be eligible for forgiveness. Additionally, PPP funds were not taxable as revenue and could be taken as deductions for the payroll covered.


    ERC tax credits, however, are cash credits (or rebates) based on a percentage of your W-2 payroll wages paid for each time period that you qualify. They are NOT based on payroll taxes. And, there are specific rules for determining eligibility for the time periods covered in 2020 and in 2021 (by quarter) insofar as the total amount of dollars that can be claimed for both periods combined (i.e. up to $26,000 for established businesses and up to $33,000 for a start-up business) for each full or part-time W-2 employee you retained during those periods. Note: Family members who are paid as W-2 employees do not qualify for the ERC.

    Can I get ERC Funds if I already took one or more PPP loans? ... >

    Yes. The Taxpayer Certainty and Disaster Tax Relief Act of 2020, enacted December 27, 2020, modified the ERC credit rules. One of the modifications included allowing a company to have one or more PPP loans and still take advantage of the ERC credit. However, you can't use the same dollar for dollar funds. This is taken into account when processing your ERC credit.

    My revenue in Q1 2021 was back to pre-pandemic levels - so am I ineligible for the ERC? ... >

    Not necessarily. Even if revenues returned to “normal” in 2021, you may have qualified in 2020 and you can retroactively claim those credits. Eligibility criteria for 2020/2021 is based on a percentage of revenue declines compared to 2019 OR if your business activities were partially restricted or you were fully closed due to governmental mandate, limited by commerce (e.g. supply chain disruptions), were unable to travel for client meetings, etc. during any time period in 2020 and/or 2021, then your revenues can be the same, or even higher, without impacting eligibility!


    All this may seem to be too good to be true, but the fact is the government wants to incentivize and reward you for keeping US residents employed and money flowing through our economy as we continue to recover from the pandemic.

    I thought that payroll taxes which were deferred in 2020 had to be re-paid. Does the ERC work the same way? ... >

    You are most likely referring to a provision of the CARES Act that allowed employers to defer the deposit and payment of the employer's share of Social Security taxes. Those deferrals had to be repaid - with at least 50% of the balance that was due by 12/31/21 and the remaining balance is due by 12/31/22.


    ERC credits are NOT a deferral. They are dollar-for-dollar credits against wages you’ve paid. Not taxes you've paid, but actual wages. These credits can offset future tax contributions or you can receive a rebate check - it’s your choice. Better yet, you will NOT have to re-pay these funds (unless, of course, you don’t provide adequate documentation in the course of an audit).

    How do I apply for ERC tax credits? ... >

    Unlike the PPP program (administered by the SBA), there is actually no “application process” for the ERC credits. You simply claim the ERC credit like you would any other tax credit - by asserting to the IRS that you can legally claim the credit. When you claim an ERC credit, you will do so on your Form 941 Employer Quarterly Tax Filing. But, for prior quarters (where we are right now since the ERC program ended on Sept. 30, 2021), you must file an amended Form 941-X within “up to” three years. However, due to backlogs the IRS is not prioritizing processing amended 941-X filings so it is VERY important to file ASAP to avoid longer delays in receiving your credits. 

    I have a multi-location business. Do all my locations have to qualify to get the ERC? ... >

    The rule is that if only one of your locations is subject to a pandemic government shut down order (full or partial) then your business automatically qualifies on all locations! However, regarding employee size thresholds for qualification (i.e. averaging a total of fewer than 100 FT employees in 2019 for 2020 claim and 500 FT in 2019 for 2021 claim) some or all of your additional locations must have separate EIN’s for these thresholds to apply to each individually.

    Why can't my tax accountant handle this? ... >

    Simply stated, most accountants don’t specialize in the area of employment taxes. When you need income tax return preparation, you see a CPA who is experienced and focusing their continuing education on taxes. He or she most likely only prepares your Federal and State Tax Returns.


    However, ERC credits are claimed against Employment Taxes on Form 941 which is more often handled by your payroll service. So, in order to maximize your Employee Retention Tax Credits related to COVID stimulus it is best to hire experts who specialize in this area of law. The complexity of the ERC program is a beast unto itself and most tax accountants we’ve talked to have said they are focused on income taxes and "they'll figure this out later". Bottom line they just don’t have the time…especially in tax season. And, we have many CPA’s who refer clients to us in order to get the best ERC return for their clients.

    What about my payroll service provider? Shouldn't they be on top of this? ... >

    Payroll services do an excellent job of executing the fundamentals of paying your employees, paying your employment taxes and filing your quarterly reports. But computing your ERC credits requires visibility into your P&L and PPP forgiveness applications. Not only that, but the complex requirements around eligibility and allocating ERC credits at the employee-level while also accounting for annual and quarterly qualifying wage gaps is just one of the reasons why most payroll services are not offering to do all of this for you.


    In fact, most wise payroll services are asking clients to sign an indemnification waiver before submitting a Form 941-X for the ERC because the payroll service does not want to take responsibility for the accuracy of the ERC credits you are claiming. To get involve in the complexities of this calculation is a liability they aren’t willing to take on.

    My bookkeeper has all my info . . . can they handle my ERC claim? ... >

    Your bookkeeper should certainly have access to all the information that is needed for an accurate calculation of your legal ERC claim. They will have your financial reports, payroll registers, and PPP loan forgiveness documents. But the BIG question is do they have the time to dig into the text of the American Rescue Plan Act of 2021 and all of its accompanying reference laws like: the CARES Act, Families First Act, Payroll & Healthcare Enhancement Act, PPP Payroll Flexibility Act and the Consolidated Appropriations Act? And, do they also have the time to research and gain a working knowledge of all the IRS interpretations and FAQ’s relating to those?


    Moreover, cross-referencing those definitions with that of PPP which was separately defined and dissimilarly interpreted in the Small Business Administration's Bulletins? And finally, do they have the time to ensure accuracy in eligibility determination, be able to maximize your credit computation and create the supporting documentation you’ll need to support an IRS audit of employer taxes?


    So far, we have not found even one bookkeeper who is willing or able to take all this on, while handling the day-to-day business of bookkeeping. If yours can, then by all means take them up on their offer. We're happy to take a second look if you wish.

    I’ve been told that I can’t qualify for this credit, was that bad advice? ... >

    Unfortunately many businesses disqualify themselves (for a number of reasons) and leave “money on the table” either because of something they read online or being consulted by someone who doesn’t have a full understanding of the qualification criteria for the ERC program as it may apply specifically to their business. At any rate, it is always better to get a second opinion especially if it is offered at no cost.

    Why should I hire your CPA partners to do my ERC claim for me? ... >

    There are many good reasons but in particular these:


    1) Our CPA partners are experts who specialize in navigating through the complexities of the ERC verification process insofar as determining your eligibility for the ERC by quarter and year, documenting qualification methodology, coordinating with PPP loans, allocating healthcare expenses to the appropriate time periods, computing all your credits and more. Rest assured they will evaluate your claim in every way possible to ensure you receive the “maximum” ERC rebate you’re entitled to get!


    2) ERC claims are all they do, period. They process multiple successful claims for businesses of all sizes on a daily basis and guarantee to provide you with 100% accurate claim filings that will be sent to you for signing with clear instructions on mailing them to the IRS. Also, they will back you up with audit assistance if there is an IRS audit of the ERC claim they handle for you at any time in the future.


    3) Compared to similar services that do this work, their consulting fees are very competitive and most importantly you can choose to defer payment of them until after you receive your ERC direct payment from the IRS.


    4) They stand out from any other ERC claim service by being the first to offer an optional way (at an additional fee) for you to receive your ERC funds within 30 days vs. the 9-12 months or more it presently takes to receive your check from the IRS!

    Will any propriety information that I provide for my free assessment be held in confidence? ... >

    Absolutely. We understand that you are entrusting us with sensitive information and you can be 100% confident of the fact that it will never be shared with anyone other than the CPA firm that is doing the work to provide you with an analysis of how much in ERC funds you may be able to qualify to receive.

    How Does The Process Work?

    After submitting the short form below, you'll receive instructions from ERTC Express as to what additional information the accounting team will need from you to start your estimation. The next step will be signing their service agreement for the work to be done and supplying the documents needed to calculate your ERC credit. When finished they will contact you to discuss the amount of ERC funds you can qualify to receive and arrange service fee payment with you. Upon receipt they will complete your paperwork and send to the IRS on your behalf.

      Upload Data

      Upload your 941 payroll fillings and raw payroll data for 2020-2021 as well as any PPP loan documents on the secure portal you will be provided.

      Credit Calculation

      Based on the data you provide our CPA's will calculate the exact amount of credit you can receive from the IRS.

      Amending Returns

      Our team will prepare the applicable 941-X Amended Payroll returns claim filings and send them to the IRS on your behalf.

      Get Paid

      The IRS will process your credit and mail a check.

    Ready To Get Started?

    Start Today and Brighten Your Future. Claim Your Credit Now!

    Complete this form to begin your assessment and learn the amount of your credit

    Apply Today


      

      Sonoma, CA 95476

      707-343-8497
       [email protected]


    PLEASE NOTE:

    ERCwindfall is an agent for ERTC Express who will process your claim.



    © 2021 ERC Windfall. All Rights Reserved      

    If this site is report here. spam or abuse, report here.

    This site was built with GrooveFunnels.