ERC EMPLOYEE RETENTION CREDIT 1 of 5 - ERC Assistance 2 of 5 - Basic Info 3 of 5 - Company Details 4 of 5 - Business Owner Details 5 of 5 - Financial Snapshot and Verification Employee Retention Credit Basic Info Company Owner Snapshot & Verification Employee Retention Credit - Starting Questions How many W-2s were issued in 2020? If W-2s were only issued to owners and/or immediate family members in 2020, then the ERC program cannot be applied for 2020. If W-2s were issued to anyone else, there may be ERC potential. Please continue to the next question regardless of your answer. How many W-2s were issued in 2021? If W-2s were only issued to owners and/or immediate family members in 2021, then the ERC program cannot be applied for 2021. If W-2s were issued to anyone else, there may be ERC potential. If no W-2s were issued outside of ownership/family for 2020 and 2021, there will be no ERC eligibility. Do you or any other partial business owners have ownership in any other business entities (separate EINs)? Yes, the owner/owners have some or total ownership of another business with a separate tax ID (EIN) No, this is the only business/EIN for which the owner(s) have any ownership Unsure, I am an owner but don't know / have access to this information Unsure, I am not a / the owner Did operation of business begin on or after 2/15/2020? Yes No Are you a member of a PEO? A PEO is a Professional Employer Organization. Yes No Basic Contact Information Full Name Email Repeat to confirm Best Phone Number Company Details Company Name Business Address Business City Business State AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY Business Zip Business Phone Number Business Owner Details Full Name Home Address Home City Home State AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY Home Zip Ownership % Social Security Number Birthdate What is your personal credit score? (499 or Below) Poor (500 - 599) Not so Good (600 - 649) Okay (650 - 679) Good (680 - 719) Great (720 or Higher) Excellent Financial Snapshot Estimated Gross Annual Revenue Do you currently have any short term financing? Yes No Current Tax Lien? Yes No Past Bankruptcies? Yes No Verification (Tax ID found on top right of Tax Return) Business Tax ID Date Established Entity Type C-Corporation S-Corporation LLC - Sole Member LLC - Multiple Members Partnership Sole Proprietorship Non-Profit Home Based? No Yes SHOW SUMMARY Some required Fields are emptyPlease check the highlighted fields. Submit Previous Step Next Step