Initial ERTC Eligibility Status Request
This information will be kept strictly confidential. The information you provide will help us more efficiently provide feedback and guidance regarding your ERTC eligibility status. Note: always seek the advice of tax counsel when considering filing for any tax credit or refund.
Name
*
First Name
Last Name
Title
Company Name
*
Industry
Email
*
example@example.com
Phone Number
Please enter a valid phone number.
Did your company pay Federal Payroll taxes in Q2/3/4 of 2020 and/or Q1/2/3 of 2021? (Choose all that apply)
*
YES - 2020
Yes - 2021
No - we did not pay payroll taxes in either period
Other (provide information below)
Did your company use a PEO (Professional Employment Organization) during 2020 and/or 2021? ?
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No
Yes
Partially
Other (provide information below)
The average number of full time employees your company had in 2019...
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2-10
10-25
25-100
Between 100 and 500
More than 500
Your company started AFTER February 15, 2020 and before Q4 of 2021 AND you had W2 employees in Q3 and/or Q4 of 2021:
YES - I may qualify as a RSB
NO
Please provide additional information you'd like us to know, including for questions for which you selected "Other" or if you replied YES to the final question.
A partner will evaluate your form submission within 24 hours. You may also grab a time to chat with us about your ERTC.
Submit
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