What is the Employee Retention Credit?

The Employee Retention Credit (ERC) is a fully refundable payroll tax credit available to businesses that were impacted by COVID-19. Employers can receive a total refund of up to $26,000 per employee ($5,000 in tax year 2020 and $7,000 per quarter through Q3 in tax year 2021).

The refundable credit is applied toward payroll taxes on the quarterly payroll Form 941/941-X. Once processed, the IRS will issue cash refunds in the form of a live check to your business.

Available for qualified wages paid from March 13, 2020, through December 31, 2021

A BRIEF HISTORY OF THE ERC


March 2020

ERC & PPP enacted by congress, business could get either PPP or ERC not both

November 2020

Businesses focus on PPP & the government pushes PPP

January 2021

IRS changes the rules and businesses that received PPP can also claim ERC

April 2022

Only an estimated 12% of businesses eligible to claim the credit have claimed it. Billions of $$$ will go unclaimed

$250m

Over $250m claimed in ERC monies

streamlined ERC filing process


Restaurants, bars, medical practices, non-profits, retailers e-commerce stores, bakeries, chiropractors, hotels, motels, and many other businesses have already claimed their Employee Retention Credit (ERC).

Is your business eligible?


Your business was forced to partially or fully suspend or limit operations by a governmental order

OR

Your business experienced a 50% decline in gross receipts during any quarter in 2020 versus the same quarter in 2019 and/or a 20% decline in gross receipts during any quarter in 2021 versus the same quarter in 2019

OR

You saw a nominal supply chain disruption

LET US CHECK YOUR ELIGIBILITY

HOW IT WORKS

Claim your Employee Retention Tax Credit in four easy steps


We help businesses calculate their potential Employee Retention Tax Credit in an efficient manner while offering hands-on support, if required. Once you submit your information, it will take 48-72 hours to calculate your credit.

GET STARTED HERE

DATA GATHERING

Using a secure webform, upload your PPP loan documents, share payroll data, and answer preliminary questions.

AMMENDING RETURNS

The accounting firm that we work with will prepare and audit all docs and help you file the necessary amended payroll tax returns.

CREDIT CALCULATION

The accounting firm that we work with calculates the exact credit amount you will receive from the IRS. Our experts then review every detail to make sure everything is filed perfectly with the IRS.

GET PAID

The IRS will process the credit and mail you a check(s).

REAL WORLD RESULTS


Elizabeth H., Owner at Azu Restaurant & Bar

"They were with me from the beginning until the end when my checks arrived... I am very pleased with the professionalism displayed and service.

Whenever I had a question, they were always a phone call away. Given the nature of the incentive, I was on edge and could not help myself from wondering whether I would receive my refund checks.

Late last week, overpayment letters arrived suggesting the returns were processed for 2020. This week, I received all my checks. Thrilled would be an understatement. I highly recommend working with this company!"


Joe W., Owner Defense Manufacturer

Total Credit: $2,261,936.25

“Found these guys online, took a chance. Wow!”

I saw an ad these guys were running... so I filled out their contact request form. They started calling and emailing me to talk. I was busy so it took me a couple days to call back.

I own another company where we filed this credit and received a significant return. However, it took us a long time to get it done and things were not done quite right. I was also concerned about them sticking around long term.

They ran an incredibly tight process that moved our company through the eligibility and computations for this credit in a matter of hours. What an awesome experience. Zero load on my internal accounting staff. They got things done in a matter of days so we could close our books. These guys exemplify amazing customer service and scale.


Greg L., Owner of electronics manufacturing (90+ people)

Total Credit: $1,788,945.00

“I was blown away! My financial consultant recommended we look into claiming the ERC. I really did not know what to expect. I setup a 30 minute online meeting (Covid restrictions) with them. These guys knew exactly what they were talking about. We engaged their services shortly after this meeting. It was an easy decision since they do not require any payment up front and we could cancel at anytime before taking delivery.

In under 48 hours they called me and asked if I wanted to take delivery of my $1.7 million dollar credit? My response hell yes! These guys are incredible!"


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If you are worried that the advisor you are currently working with may not be acting in your best interest, schedule a meeting with us and get a second opinion. The initial consultation is complimentary and it may help put your mind at ease.

Contact Us

FREQUENTLY ASKED QUESTIONS


The Employee Retention Credit is a payroll tax credit that almost every business qualifies for under the CARES Act. It was designed to help small and medium-sized businesses retain their employees during these difficult times. The credit is simply refunding payroll costs already spent and any surplus that may be available.

This is the most frequent question we get from employers that are willing to explore the Employee Retention Tax Credit despite extremely bad advice from their accountant. Your accountant is well-meaning and is working to protect you. However, they are not familiar with the changes made to the ERTC regulations which allow every business that received a PPP loan to also qualify for the ERTC.

While eligibility per state can be nuanced based on various shutdown policies and mandates, most businesses in every state are eligible if they meet one of the two following criteria: The employer experiences a significant decline in gross receipts, OR the employer’s business operations are/were fully or partially suspended due to a governmental order.

Yes, it is still possible for you to qualify. Essential businesses that experienced a significant decline in gross receipts or a full or partial suspension of operations due to governmental order may qualify.

Yes, you still qualify. PPP loan funds used to pay payroll expenses during eligible quarters will be disqualified. As stated in FAQ (2), you are eligible for the ERTC even if you received a PPP loan.

Most payroll service providers are happy to file your 941-X amended returns which is the last step in the process. Determining your eligibility and maximizing your credit is not something most payroll service providers are providing as a service to their customers. We work with all the major payroll service providers to get this credit filed. ERTC is a one-time niche filing service that payroll service providers are simply not interested in dedicating time and resources towards. This includes the likes of ADP, Paychex, Paycom, Quickbooks, and more.

Almost every industry including restaurants and bars, chiropractors, manufacturers, law firms, aerospace, technology, healthcare, grocery stores, personal care facilities, and more are all eligible. Please contact us to explore your eligibility. It takes just a few minutes for us to determine if you are eligible and we provide this determination at no cost to you.

Business Questionnaire


It takes just a few minutes! With these few details about your business, we will get you a preliminary estimate of what you can expect in ERC.

    General Business Information:



    Number of employees?



    Did you have to close off any seating (i.e. restaurant) or modify your operations in any way during the Covered Period?

    Business Owner Information:



    Do you have the authority to enter into a legal agreement on behalf of the business?

    Partnership Information:



    Do you have any business partners?

    First PPP Loan Information:



    Did you receive the first round of PPP loans?

    Second PPP Loan Information:



    Did you apply for a second PPP loan?

    Please provide the name of each family member on payroll:

    Multiple Locations:



    Does this business have multiple locations?

    Multiple Locations:



    Please select who referred you.


    Integrity Wealth Advisors are not registered tax preparers.