SPR ERC and ERC Advance Contact Form

ERC & ERC Advance Information Request Form

Please complete the below as accurately as possible. After submitting this form, we will contact you within 3 business days to discuss.
Note: You must have at least 3 (Three) W-2 Employees for the ERC Analysis through our group (1099 employees DO NOT qualify for ERC). You must have a minimum of $50k in eligible credits to be eligible for an ERC Advance through our group.
Who referred you to our website?
Which Program(s) are you looking for? (Fyi - if only looking for the Advance Product you may be sent another link to a form to complete to better evaluate your needs).

Employee Retention Tax Credit AnalysisEmployee Retention Tax Credit AdvanceBoth
Important Notes - Please read the below in its entirety before completing this Request Form.

1) We work with multiple Strategic Partners who are experts in the ERC and on getting you the maximum amount of credit you are eligible for per the IRS guidelines. After receiving your inquiry we will direct you to the best partner/program for your specific situation and needs. In all cases, the Partners work on a contingency basis varying in the amount charge based on the specifics of the file, but generally between 15% and 25% of the tax credit. Depending on your needs and prior to engaging you with a partner we may gather other information, forms and documentation as needed and/or direct you to other forms or applications. We will also send you our engagement agreement for signature.

2) Once introduced to the Strategic Partner, you will be advised on their specific process and fee's. Of course, you always have the option to decline the engagement. Should you not engage with that partner, we will be happy to try to direct you to another one as possible and practical.

3) Once your application is accepted by one of our Strategic Partners, they will generally require (at a minimum) the following documents;

- IRS 941’s for 2019, 2020 and 2021 (all filed quarterly 941's from Q1 2019-
Q3 2021)
- Drivers License
- Articles of Incorporation (if a corporation)
- Operating Agreement (if an LLC)
- Payroll Documents by pay period from March 1, 2020 through Sept 30. 2021
in Excel Format
- PPP Forgiveness Application Draw 1 Form 3508 (if applicable)
- PPP Forgiveness Application Draw 1 Form 3508 (if applicable)
- Government Shutdown Orders (if it's part of your ERC credit criteria)
- Their executed agreement (will be emailed to you separately)

4) These products are offered by Sage Profit Recovery, LLC through Strategic
Partners on a referral basis. Sage Profit Recovery, LLC and/or its referral
partners and associates have no control over the Partners procedures
and/or approval processes and assumes no responsibility or liability in the
transaction. Submitting this form does not constitute in any way any type of
a qualification for the program(s) and/or a commitment to fund.
Authorized Person/Signers Name*

First NameLast Name
Email*
example@example.com
Cell Phone Number*
Legal Business / Entity Name*
Entity Type*
Business Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
How many full-time (30+ hours/week) W-2 Employees did you have in 2019? (1099 employees DO NOT qualify for ERTC)*
Describe your business. (Products, services, processes, etc...)*
Have you started any other businesses since Feb 15th 2020 with annualized revenues of less than $1,000,000 and that has active W-2 employees?*

YesNo
Do you have any other existing businesses with active w-2 employees? If yes, please list business entity names and number of W-2 employees*

YesNo
Comments/Additional Information
I understand that these products are offered by Sage Profit Recovery, LLC (SPR) through a Strategic Partner on a referral basis and that SPR and/or its referral partners and associates have no control over the Partners procedures and/or approval processes and assumes no responsibility or liability in the transaction. I understand that submitting this form does not constitute in any way any type of a qualification for the program(s) and/or a commitment to fund. I acknowledged SPR has acted solely as a referral agent and not in any other capacity. SPR has not advised me in any manner regarding the merits of this or any other financing arrangement. I will consult with my own counsel on all aspects of this Transaction and will do my own due diligence to my satisfactions; SPR has not made any representations to me to induce me into this Agreement.
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ERC & ERC Advance Information Request Form

Note: You must have at least 3 (Three) W-2 Employees for the ERC Analysis through our group (1099 employees DO NOT qualify for ERC). You must have a minimum of $50k in eligible credits to be eligible for an ERC Advance through our group.