Rooted Wealth ERC Questionnaire
  • Does Your Business Qualify for the Employee Retention Credit?

    Get a complimentary analysis to see if your business qualifies for this credit?
  • Complete the following questionnaire to start your free Employee Retention Credit (ERC) anlaysis. 

    You will need 10 to 15 minutes to complete these questions. 

    Our team of CPA's will use this information to determine if you qualify for the credit based on guidance issued by the Internal Revenue Service. If you qualify, we will accurately calculate your credit. 

    There is no fee to determine your eligibilty and credit amount.

    If you want our team to file the credit for you, the fee is 10% of the credit we calculate. 

    Common questions before you begin. 

    • What is the Employee Retention Credit?
      • The ERC is a tax credit created to reward business owners for keeping their staff employed during the pandemic. 
      • The credit was originially released as part of the CARES Act in March 2020, but has had several significant modifications over the past two years. 
      • The credit is based on wages paid in 2020 and 2021 and is paid to you be the Internal Revenue Service. 
    • How much of a credit will my business get?
      •  The size of your credit will depend on:
        • What periods you qualify for the credit in 2020 and 2021 (not every business will qualify), 
        • How many employees your business had in 2020 and 2021, and
        • How much you paid your employees.
      • Our team has calculated over $100 million in Employee Retention Credits. Our average client qualifies for about $150,000 or $6,500 per employee. 
        • EXAMPLE: If you have 10 employees, the average credit is $65,000.
    • How does my business qualify? 
      • There are three ways your business may qualify.  
        • 1. You experienced a significant decline in revenue in 2020 or 2021,
        • 2. Your business was impacted by government mandates, or
        • 3. You started (or acquired) a business after February 2020. 

     

     

     Select "Next" below to start your free analysis. 

  • Did you pay W-2 employees from your business in 2020 and/or 2021?
  • Did you have less than 500 full-time employees in 2019?
  • Not Eligible for The Employee Retention Credit

  • Unfortunately, based on the answers you provided, we do not believe you will be eligible for the Employee Retention Credit. 

     

    Thank you for taking the time to complete these questions. 

  • When did you start your business?
  • To the best of your knowledge, when did you start (or acquire) your business?
     - -
  • Congrats! We believe you may be eligible for this credit.

    The below information will allow our team to confirm your eligibility.
  • Format: (000) 000-0000.
  • Rows
  • Rows
  • Did you pay any family members from your business in 2020 or 2021? A family member includes any of the following: owners, spouses, children, grandchildren, brother, sister, stepbrother, stepsister, father, mother, ancestor, stepfather, stepmother, niece, nephew, aunt or uncle, son-in-law, daughter-in-law, brother-in-law, sister-in-law, father-in-law, mother-in-law*
  • Rows
  • Do any of the owners above have ownership in another entity?*
  • Rows
  • Rows
  • Rows
  • Do any of the owners above have ownership in a 3rd entity?*
  • Rows
  • Rows
  • Rows
  • Do any of the owners above have ownership in a 4th entity?*
  • Rows
  • Rows
  • Rows
  • Do any of the owners above have ownership in a 5th entity?*
  • Rows
  • Rows
  • Rows
  • Do any of the owners above have ownership in a 6th entity?*
  • Rows
  • Rows
  • Rows
  • Do any of the owners above have ownership in a 7th entity?*
  • Rows
  • Rows
  • Rows
  • Did you receive a grant under the Restaurant Revitalization Fund (RRF)?*
  • Did you receive a grant under the Shuttered Venue Operators Grant (SVOG)?*
  • Please send us a copy of your SVOG Budget after completing this survey. 

  • Did you receive a Work Opportunity Tax Credit (WOTC) in 2020 or 2021?*
  • Please send us a copy of your 8850 Forms that were filed in 2020 and 2021 when you have completed this survey. 

  • Does your company pay for health insurance for the employees?
  • How many PPP (Paycheck Protection Program) Loans did you receive?*
  • Rows
  • Rows
  • Should be Empty: