​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!
Birdseye Financial Services
​136 Hillside Drive E
Burleson, TX 76028

​Client Resources
Main # 360-722-7889
Texas # 817-704-3544
Fax #425-412-6865

​[email protected]
birdseyefinancial.com
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The information contained herein: (1) is proprietary to Birdseye Financial Group and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Any information herein about providers, speakers, and services does not constitute a recommendation or endorsement. This material is not to be distributed without the express written consent of Birdseye Financial. Regarding your financial situation, you should consult with a financial professional before acting on specific actions or suggestions given. For legal or tax advice, you should contact your qualified attorney or CPA. Insurance and tax planning services are offered through Birdseye Financial. Investing involves risk, including the potential loss of principal. No market investment strategy can guarantee a profit or protect against loss during declining values. ​Fiduciary Investment Advisory Services are offered through LifePro Asset Management, an SEC-Registered Investment Advisor. Registration does not denote any level of skill or qualification.

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State Licenses
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