​Employee Retention Tax Credit

Government Tax Credits
In order to provide economic relief to businesses and individuals during the Coronavirus pandemic, the CARES (Coronavirus Aid, Relief and Economic Security) Act was signed into law in March 2020. The $370 Billion stimulus package makes funding available to small companies which can be used to allow certain employers who retain employees during the crisis, to claim a tax credit. This tax credit is known as the Employee Retention Credit (ERC)
Find out if you qualify for benefits...
HOW IT WORKS
​The employee Retention Credit (ERC) was created by Congress to help employers affected by the Covid-19 pandemic. The ERC is a refundable payroll tax credit. The benefits are different for 2020 and 2021. 
2020 Cares Act
  • March 13. 2020 to December 31, 2020
  • 50% of up to $10,000 qualified wages per year for full-time employees
  • Maximum credit of $5,000 per employee
  • Wages total cannot include those paid by forgiven PPP loan proceeds​
2021 Covid-19 Relief Package 
  • January 1, 2021 to December 31, 2021
  • 70% of up to $10,000 qualified wages per quarter for all 2021 quarters
  • Maximum credit of $28,000 per employee
ONLINE QUESTIONNAIRE
​Complete the Online Form in as little as 15 minutes and get the process started.
(Agent #:  Corbin.Lindsey10)
DOWNLOAD QUESTIONNAIRE
​You can download, complete, and fax this form back to our office to get the process started.
​Fax #425-412-6865

The Process...
We handle all the necessary steps to access the ERC
  • Determine and document qualification for ERC
  • Calculate the ERC, including the forgiven PPP amount if applicable
  • File the relevant documents with the IRS
  • Defend Claims if required by audit
How we are compensated
  • Contingency fee of 12-20% (only when employer qualifies)
We do not charge an upfront fee for this service. Financial compensation to Lifetime Advisors and Birdseye Financial only occurs after the tax work is completed an the eligible employer receives their credit.
We appreciate your Online Review!
Resource Page
​Vendor Bookings
Ring Central
Birdseye Financial Inc
136 Hillside Dr E
Burleson, TX 76028
Main # 360-722-7889
Texas # 817-704-3544
Fax #425-412-6865
​INFO@BIRDSEYEFINANCIAL.COM
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“We do not offer every plan available in your area. Currently in WA State we represent seven organizations which offer 34 products in Snohomish County and 33 products in King County and 19 products in Whatcom County. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all your options.” All calls regarding Medicare may be recorded by phone or online and a SCOPE of appointment required by Medicare will be obtained 48 hours prior to any sales meeting to discuss plan details. (NOTE - The organizations and plans can vary by state and county, we can validate these numbers upon request.)

Birdseye Financial and its employees/contractors are not employees/contractors of Medicare, the government, insurance company or any other agency. We are independent licensed agents. All calculators and illustrations shown or sent from our website, email or any other means are designed to be informational and educational only. They do not constitute investment advice. We encourage you to review your insurance and investment strategies periodically as your financial circumstances may change. On many products it is important to note that PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS OR INTENDED TO PREDICT ACTUAL PERFORMANCE. ACTUAL INTEREST CREDITING RESTULTS WILL VARY BASED ON MARKET CONDITIONS, INDEX ALLOCATIONS, AND INTEREST CAPS, RATES, SPREADS, PARTICIPATION RATES and possible Fees. The use of different time periods and funding amounts can cause results to differ from other products. Illustrations may be based on hypothetical historical data. 
 
State Licenses
LICENSES: AZ #7101306, CA #4140429, FL #W825259, GA #3621424, ID #863617, KS #7101306, MA #2176921, NV#3879853, NC #7101306, OK #3001663224, OR #7101306, TX #2695866, WA #190780. Note that in California, our DBA is Birdseye Financial and Insurance Services.

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