MY ERTC APPLICATION

* APPLY TODAY TO CLAIM YOUR ERTC REFUND *

YOUR ERTC SPECIALISTS

We are USA-based licensed CPA accountants who only specialize in claiming Employee Retention Tax Credits (ERTC) refunds for business owners.

We help you collect this government tax rebate that was set up to reward great business owners like you for paying employees during the pandemic, and we want to make sure you don't miss out on money you are owed before time runs out.

Countdown to claiming your ERTC refund:

389

DAYS

HOURS

MINUTES

SECONDS

DON'T LEAVE MONEY ON THE TABLE

US Based CPAs

Our CPA accountant team is based in the US and only work on ERTC refunds

The Power Of 3

Your tax rebate is verified by 3 CPAs + the IRS before submitting = audit safe

No Refund|No Pay

You only pay our fees if you receive a refund - apply to find out

MY ERTC APPLICATION

THE 5-STEP PROCESS

Do the prep-work + follow the 5-step process to receive your money as soon as possible...

The days listed are a guide only based on when your docs are completely submitted and our workload at the time, so please be patient with our ERTC Money Angel team - thanks.

PREP-WORK > COLLECT YOUR DOCS

Before you start your application, please collect these required x5 documents

The problem is we all get busy working in the business, so we forget we have put an application in and time runs out. THE LONGER YOU TAKE COLLECTING YOUR DOCS THE LONGER THE REFUND TAKES AND YOU ARE PUT AT THE BACK OF THE QUEUE.

Here are the documents we need:

#1 - W-3 for 2019

We use this IRS form to confirm the number of full-time and part-time employees you averaged in 2019.

#2 - Form 941's for all quarters (Q2 2020 to Q3 2021)

You are welcome to deliver these as individual PDFs or as one large PDF, whichever is easier. In all, we are looking for 6 Form 941's.

We do not need any state filings or the annual Form 940.

#3 - For Year 2020 - PPP#1 Forgiveness Application - Form 3508 / 3508S / 3508EZ

#4 - For Year 2021 - PPP#2 Forgiveness Application - Form 3508 / 3508S / 3508EZ

NOTE: If you did not receive a PPP Loan in 2020 or 2021, or if you have not yet applied for forgiveness, you can skip the above 2 documents. (You should actually receive more of the ERTC, if you have not applied for these).

#5 - Payroll Journal from 3/1/20 to 12/31/21 - Report must be in spreadsheet format. (Excel - not PDF)

Some payroll providers call this a "Check History". For others, it is a "Payroll Detail" or "Employee Detail". For others, it is simply a "Payroll Journal".

If you need to please ask your accountant for these documents.

We want you ahead of the queue, that is why we are asking you to do this prep work before applying, so you are ready to process your application quicker.

STEP #1 - FILL IN APPLICATION / CALCULATOR

DAY 1 = * START HERE *

Start your ERTC application here by filling in this secure form. Please answer the questions thoroughly so we get a clear understanding of what happened to your business during the pandemic as this is what the ERTC is for.

After filling in the form, you should expect a call from one of our ERTC Angels to discuss your eligibility + start collecting your documents required so we can finalise your calculation quickly - see STEP #2.

BEFORE APPLYING PLEASE NOTE: For us to work with you, you need to have had between 5 and 500 full-time W-2 employees (excluding business owners) and UNLIMITED part-time employees based on 2019 figures -> if this is you please apply to see if you are eligible and let us help you claim your ERTC tax rebate. You need to have had a minimum $100K annual payroll.

ANOTHER NOTE: If you own multiple businesses, we can process all of them, but they still have to meet the above criteria collectively. We will need one form filled in for each business. Make sure all your forms have the same personal details, so we can group them together and then one of our CPA legal teams will call to discuss the entire business structure with you and confirm what docs for each business will be required.

APPLY SECURELY TODAY

Please fill in this form to start your ERTC application.

If you fill in ALL the fields in this form, you will get a calculated $ dollar range of what your refund will be based on the information you provided. This application does NOT mean you are committed to working with us - it just means you have started the process and will be contacted by one of our ERTC angels.

Please make sure the phone number you supply is a direct phone number to you, so we can contact you about this application.

STEP #2 - UPLOAD YOUR DOCS

DAY 5 = You have submitted the x5 docs required + Service Agreement within 5 days of applying - gold stars ***

If you have completed your prep-work, then this step is a lot easier. You need to upload the 5 required documents into our system for verification.

We would appreciate it if you had all your docs uploaded into our system within 5 days of applying so our ERTC Money Angel Accountants can provide you with your refund amount = Time is Money.

Here are the documents we need listed again:

#1 - W-3 for 2019

#2 - Form 941's for all quarters (Q2 2020 to Q3 2021)

#3 - For Year 2020 - PPP#1 Forgiveness Application - Form 3508 / 3508S / 3508EZ

#4 - For Year 2021 - PPP#2 Forgiveness Application - Form 3508 / 3508S / 3508EZ

#5 - Payroll Journal from 3/1/20 to 12/31/21 - Report must be in spreadsheet format. (Excel - not PDF)

READ + SIGN OUR CLIENT ENGAGEMENT AGREEMENT

For us to process your application to the IRS we need you to agree with + sign our Service Agreement. This is not negotiable and is your confirmation you want us to do the work.

In the agreement we offer 2 options to pay for our services - it just depends on when you want to pay our fees. Please discuss this with your ERTC Money Angel.

STEP #3 - CREDIT CALCULATION

DAY 7-10 = "Show Me The Money!"

After validating your docs we calculate the exact amount of credit you can receive from the IRS = "Show You The Money!".

Please be aware we will be calling you directly on the phone number you provided us with, to tell you the total tax rebate and then you will be asked to select 1 of the 3 service-fee payment options for using our services.

Our 2 Service-Fee Payment Options:

Option #1 = Up-front Payment

Pay from your existing funds (NOT from refunded credits) within 5 business days of notification of 941-X form completion = cheapest rate.

Option #2 = Deferred Payment

Service fee payment will come out when you receive your refund (from refunded credits) = highest rate.

Our calculations are thoroughly vetted and verified by x3 ERTC Accountants to make sure they calculate the exact same refund amount and nothing is missing. The IRS has accepted 100% of the 20,000 claims we have already processed.

STEP #4 - APPLICATION PACKAGE

DAY 10-14 = Submit it to the IRS for approval + payment

We will prepare and help you file the 941-X Amended payroll returns that are required.

Our Money Angel Accountants make sure all the documents needed by the IRS are packaged up and filed correctly and all stakeholders are covered, so there will be NO need for any future audits.

We make sure everything is done by the book, as this is our reputation on the line with every application - we do not mess around and take our job seriously.

This also means if we do not have the correct documents we can not put in your application, so STEP #2 is important in the process.

STEP #5 - GET YOUR MONEY

DAY 30-180 = Completed = YAY!

The IRS will process your credit and mail you a check OR it can be processed quicker by accessing our Rapid Rebate.

Please be aware this can take 30-180 days depending on when you decided if you wanted the money quickly OR if you were prepared to wait.

We want to thank you for your business and want to say we have enjoyed helping you get your money = Your ERTC Money Angels.

Did You Know The ERC Has Been Amended 3 Seperate Times?

This means that what you think you know or have been told may no longer be true as the Act has changed 3 seperate times - as stated on the IRS website - and you actually could be eligible to claim your tax money back through the ERTC.

We are up-to-date on all these changes, please apply today and let us verify if you are eligible so you do not miss out and leave money on the table - NO OBLIGATION.

Go to IRS ERC Comparison Chart - 20 v 21

The Employee Retention Tax Credit

What is the Employee Retention Tax Credit (ERTC)?

It is a tax refund which is the return of overpayment of taxes.

The ERTC program refunds payroll tax payments that were retroactively reduced when the government temporarily changed tax laws for small businesses to aid in pandemic relief.

We Maximize Your Claims For Keeping Americans Employed

The government has authorized unprecedented stimulus, and yet billions of dollars will go unclaimed.

Funded by the CARES Act

Originally created to encourage businesses to keep employees on the payroll as they navigate the unprecedented effects of COVID-19.

The ERTC was established by the Coronavirus Aid, Relief, and Economic Security (CARES) Act, and provides a credit to business owners based on qualified employee wages and health plan expenses paid after March 12, 2020 and before Oct 1st, 2021.

No Restrictions - No Repayment

This is not a loan.

While the ERTC was created in the CARES act along with the PPP Loans - this is not a loan, there is no repayment. There are no restrictions for what recipients of the credit must use the funds.Unlike the Paycheck Protection Program (PPP) loan, the ERC CASH REBATE IS NOT A LOAN!

1. No Interest!

2. No Repayment!

3. No restrictions on how the money is spent, as it is your money!

4. Cash paid to your business by the IRS!

ARE YOU ELIGIBLE? LET'S FIND OUT

Up to $26,000 Per W-2 Employee

Full Time and Part Time Employees Qualify.

The ERTC program is a refundable tax credit for business owners in 2020 and 2021. In 2020, a credit is available up to $5,000 per employee from 3/12/20-12/31/20 by an eligible employer. That is a potential of up to $5,000 per employee. In 2021 the ERC increased to $7,000 paid per employee per quarter for Q1, Q2, and Q3. That is a potential of up to $26,000 per employee.

Start-up businesses who began operations after February 15, 2020 can take a credit of up to $50,000 in both the third and fourth quarters of 2021 for a maximum credit of $100,000.

You probably qualify for more than you think – every single business we’ve seen so far has qualified for much more than they expected!

NO refund = NO pay, No Obligation

Pre-Qualification

Let our expert team determine if you qualify for a sizable rebate.

By filling in our application form our team of ERTC Angel experts can determine if you likely qualify for a no-strings-attached tax credit. There is no cost or obligation to be pre-qualified.

The average rebate seems to be around $150K but varies based on how many employees they have.

There is NO cost and NO obligation to find out exactly what you are entitled to. We have a NO refund - NO pay policy - which means you do not pay anything unless you are entitled to a refund, and we will not proceed any further. So you have nothing to lose except missing out on the opportunity to claim the money you are entitled to for being a great business owner.

Why Choose Us?

Guaranteed To Maximize Refundable Credits For Local And Small To Medium Sized Businesses
So Easy That Your Entire Commitment Is 15 Minutes
No Upfront Fees To Get Qualified - 100% Contingent On Your Refund
Audit-Proof Documentation For IRS Support
No Other CPA Firm Offers The 15 Minute Refund™

We only specialize in maximizing Employee Retention Tax Credits for small business owners. You won’t find us preparing income taxes, compiling financial statements, or providing attestation services of any kind.

When you engage us, rest assured that you’ve hired the best CPA Firm to lock in this one-time opportunity for a large refund check from the IRS.

Start Your Application

Here Are Some Examples Of What Our ERTC Money Angel Accountants Have Secured For Other Hard Working Business Owners

Here Are Some Of The 20,000 USA Business Owners That Have Claimed Their ERTC:

• Business Consulting Firm in Newport Beach, California, 19 W-2 Employees; $44,960 Credit

• Presentation Design Agency in Nashville, TN, 19 W-2 Employees; $162,979 Credit

• Restaurant Ownership Group in Florida, 224 W-2 Employees; $1,120,000 Credit

• Restaurant in Houston, Texas, 80 W-2 Employees; $400,000 Credit

• Montessori School in Addison, Illinois, 35 W-2 Employees; $175,000 Credit

• Single location Steakhouse $213,029.88

• Temp Staffing Company $259,099.46

• Hair Salon $107,792.22

• Multi-location Sandwich Shop $371,551.39

• Single location Pizza $58,255.25

• Toilet Manufacturer $252,104.88

• Church $30,782.22

• Gym $51,455.01

• Four Location Hotel $620,416.97

• Home Health Staffing Services $599,891.59

• Nutrition Products US Distributor $1,152,330.98

• General Contractor $364,283.71

• 4-location Restaurant $528,340.02

• Field Examinations $324,846.66

• Marketing Graphics $50,954.46

•Commercial Cleaning Owner $80,394.16

• ESL School $111,150.41

• Local Restaurant $528,340.02

• HVAC Contractor $39,262.33

• Environmental Engineer $21,000.00

• Marketing Agency $50,954.46

• 4 location Mexican Restaurant $2,014,000.00

• Dental Practice $125,867.34

• Automotive Car Dealership $406,798.25

• Non-Profit Organization $359,923.65

5-10 minutes to complete your application!

Apply Today!

FAQ's

Most frequent questions and answers

WHAT IS THE EMPLOYEE RETENTION TAX CREDIT (ERTC) AND HOW IS IT DIFFERENT FROM THE PAYROLL PROTECTION PROGRAM (PPP)? ...▶

The Coronavirus Aid, Relief, and Economic Security Act (also known as the CARES Act) was signed into law on March 27, 2020. It included two programs to assist businesses with keeping workers employed: the Payroll Protection Program (PPP) administered by the Small Business Administration and Employee Retention Tax Credit (ERTC) administered by the Internal Revenue Service.

PPP funds are distributed based on 2.5 months of payroll and a minimum of 80% of the funds must be used on payroll to be eligible for forgiveness. Additionally, PPP funds are not taxable as revenue and you may still take deductions for the payroll covered by PPP.

ERTC tax credits, however, are credits (or refunds) for a percentage of payroll in each quarter that you qualify. There are specific rules for determining eligibility by quarter, and limiting the dollars that can be claimed for each employee.

I GOT PPP FUNDS ALREADY. CAN I ALSO GET ERTC? ...▶

YES!

Initially with the CARES Act, employers could choose to apply for PPP or claim ERTC credits, but not both.

PPP was more beneficial than ERTC for most businesses (for reasons we won’t go into here) and so most businesses with under 500 employees received forgivable PPP Loans.

On March 11, 2021, The American Rescue Plan Act of 2021 was signed into law and included many modifications and expansions to existing elements of previous stimulus programs.

Noteworthy modifications for business owners included:

Businesses who applied for and received PPP funds could now also claim ERTC credits.ERTC credits could be retroactively claimed for businesses that qualified in 2020.ERTC credits were extended through 9/30/21 with lower qualification requirements.The per-employee cap on qualifying wages increased from $10,000 for all of 2020 to $10,000 per quarter for the first 3 quarters of 2021.The refundable credit amount increased from 50% of qualifying wages in 2020 to 70% in 2021.So the short answer is “Yes” . . . you can claim ERTC even if you received PPP funds.

HOW DO I APPLY FOR ERTC TAX CREDITS? ...▶

Unlike the Payroll Protection Program (administered by the Small Business Administration), there is actually no “application process” for the Employee Retention Tax Credits.

You simply claim the ERTC tax credit like you would any other tax credit – by asserting to the IRS that you can legally claim the credit.

When you claim a child tax credit, you do so by asserting this fact on your Form 1040 Personal Income Tax Return.

The difference is that when you claim an ERTC tax credit, you do so on your Form 941 Employer Quarterly Tax Filing.

For prior quarters, you must file an amended form (the Form 941-X) to reduce your current quarter’s tax contribution and request a refund of excess credits (which is highly likely).

Another perk of ERTC, is that since you can often estimate these credits in advance of distributing cash for payroll, you can file a Form 7200 to receive a cash advance to avoid waiting until the end of the quarter to apply for the refund.

I THOUGHT THE TAX CREDIT WAS FOR 2020? ...▶

You’re right - it was originally a 2020 credit. And it was either the Paycheck Protection Program OR ERTC.

Almost every business chose the PPP option. The ERTC was not widely used until March 2021, when the American Rescue Act changed IRS regulations and millions of businesses were now eligible for both the PPP and ERTC program by amending their Quarterly Form(s) 941.

MY REVENUE IN Q1 2021 IS BACK TO PRE-PANDEMIC LEVELS - SO I MUST BE INELIGIBLE - RIGHT? ...▶

Even though you may feel like revenue is back to normal, there are some items you want to consider before passing on this ERTC assessment.

First, even if revenues have returned to “normal” in 2021, you may have qualified in 2020 and you can retroactively claim those credits. That eligibility criteria in 2020 was based on revenue declines from 2019, or if your business was partially or fully closed due to governmental mandate.

Second, while your revenue may have returned to “normal” in Q1 2021, remember that we are comparing your Q1 2021 to Q1 2019. If 2019 was a year of growth for your business, then your revenue levels 2 years ago may have been much less than Q1 2020.

And lastly, if your revenues were down in Q4 2020 by just 20% compared to Q4 2019, then you may also be eligible for Q1 2021. There is a safe harbor provision that few advisors are talking about, and it means that many businesses are qualifying for $7,000 per employee in Q1 2021.

I know, it seems too good to be true, but the government wants to incentivize and reward you for keeping US residents employed and money flowing through our economy as we rebuild bigger and stronger than before.

I THOUGHT PAYROLL TAXES DEFERRED IN 2020 HAD TO BE RE-PAID. DOES ERTC WORK THE SAME WAY? ...▶

You are most likely referring to a provision of the CARES Act that allowed employers to defer the deposit and payment of the employer’s share of Social Security taxes. Those deferrals must then be repaid – with at least 50% of the balance due by 12/31/21 and the remaining balance due by 12/31/22.

ERTC credits are NOT a deferral. They are dollar-for-dollar credits against wages you’ve paid. Not taxes you’ve paid, but actual wages.

These credits can offset future tax contributions or you can receive a refund check – it’s your choice.

And you will NOT have to re-pay these funds (unless, of course, you don’t provide adequate documentation in the course of an audit).

WHY ISN'T MY BANK (OR MY CPA) TALKING ABOUT THIS? ...▶

Your banker, CPA, or Financial Advisor was probably very helpful when it came to getting your PPP funds because they were effectively signing you to an SBA-guaranteed loan. The SBA paid the bank administrative fees based on the PPP loans they made, and so they were incentivized to educate you about the program and get all your paperwork in order.

Compared to the ERTC, the PPP program was also a rather simple calculation. 2 ½ times your average monthly payroll including health insurance and state unemployment taxes.

From the conversations we’ve had with bankers, they have no interest in involving themselves in your employment tax compliance. For them it is a liability and beyond their scope of services.

WHAT ABOUT MY PAYROLL SERVICE PROVIDER? SHOULDN'T THEY BE ON TOP OF THIS? ...▶

Your Payroll Service does an excellent job of executing the fundamentals of paying your employees, paying your employment taxes and filing your quarterly reports.

But computing your ERTC credits requires visibility into your P&L and PPP forgiveness applications. Not only that, but the complex requirements around eligibility and allocating ERTC credits at the employee-level while accounting for annual and quarterly qualifying wage gaps and . . . well, you can probably tell why Payroll Services are not offering to do all of this for you.

The Payroll Services that we’ve worked with so far are happy to provide the payroll registers that we need to perform the allocations. And they are happy to file the Amended Form 941-X with the IRS on our client’s behalf.

But that’s the extent of it.

In fact, most wise Payroll Services are asking clients to sign an indemnification waiver before submitting a Form 941-X because the Payroll Service can take no responsibility for the accuracy of the ERTC credits you are claiming.

For them to involve themselves in the intricacies of this calculation, it is a liability and beyond their scope of services.

WHERE CAN I FIND OUT MORE INFORMATION ON THE IRS WEBSITE? ...▶

Read Notice 2021-20 on the official IRS FAQ Site: https://www.irs.gov/pub/irs-drop/n-21-23.pdf

WILL MY TAX CPA HANDLE THIS FOR ME SINCE THEY HANDLE MY INCOME TAX RETURNS? ...▶

Whether your tax accountant is a CPA or EA, he or she most likely only prepares your Federal and State Income Tax Returns. However, ERTC credits are claimed against Employment Taxes on Form 941, and cash advanced through Form 7200.

The complexity of the ERTC program is a beast unto itself and every tax accountant we’ve talked to has said they focus on staying up-to-date on the ever-evolving income tax code, and they can’t now become experts in the ERTC program as well.

If your tax accountant is comfortable determining your eligibility by quarter and year, computing your credits, and preparing contemporaneous documentation to support an IRS audit, then you should certainly let them handle all of this.

If you want a second set of eyes on this, we’re happy to take a look.

MY BOOKKEEPER HAS ALL MY INFO . . . CAN THEY HANDLE MY ERTC CLAIMS? ...▶

Your Bookkeeper should certainly have access to all the information that is needed for an accurate calculation of your legal ERTC claim. They will have your financial reports, payroll registers, and PPP loan forgiveness documents.

The Million Dollar Question is . . . Do They Have The Time?

• Do they have the time to dig into the text of American Rescue Plan Act of 2021

• And its accompanying referenced laws like: CARES Act, Families First Act, Payroll & Healthcare Enhancement Act, PPP Payroll Flexibility Act and the Consolidated Appropriations Act.

• Time to read the IRS Interpretations and FAQ’s? And cross-reference those definitions with that of PPP which was separately defined and dissimilarly interpreted in the Small Business Administration’s Bulletins and IFRs?

• Do they have the time to ensure accuracy in eligibility determination, maximize your computation and create the supporting documentation you’ll need to support an IRS audit of employer taxes?

So far, we have not found a bookkeeper who is able to take all this on, while handling the day-to-day of bookkeeping. If yours can, then take them up on their offer. We’re happy to take a second look.

I KNOW ADDITIONAL BUSINESS OWNERS THAT MIGHT QUALIFY; CAN THEY APPLY HERE, TOO? ...▶

Absolutely! Our professional team is equipped and ready to help as many businesses as possible to apply for their ERC funds. We welcome you to share this site. Sharing is caring!

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And could be worth tens of thousands in free money.

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