Employee Retention Tax Credit Survey
The estimate you will be given is a “rough” estimate based on the data provided in the above client survey. It does not prove or attempt to prove that an employer qualifies for a recovery.

    Complete our confidential Survey
    EMPLOYEE INFORMATION
    2020 WAGE INFORMATION
    What is the quarterly wage for W-2 employees? This information can be found in the quarterly wage report
    Number of Employees
    Payroll Amount
    2021 WAGE INFORMATION
    Number of Employees
    Payroll Amount
    Quarterly Wage Information
    What are the wages paid per quarter to any owner of 50% or greater? Note: This must be included in the payroll summary. If owners are 50/50, add both wages together below.
    2020 Quarterly
    2021 Quarterly

    ​Wages Earmarked for PPP Forgiveness:

    COVID Impact Statement

    To any questions that can be be answered as "YES", check the box and please provide as much detailed information as possible in the text box.
    ​​Be sure to include start and end dates where applicable.
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Birdseye Financial Inc
136 Hillside Dr E
Burleson, TX 76028
Phone # 360-722-7889
Fax #425-412-6865
​INFO@BIRDSEYEFINANCIAL.COM
The contents of this website are for educational purposes only. Any material and its attachments, links, downloads, and/or any emails from our company are not intended to provide legal or tax advice. To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal or state tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. Please seek the advice of appropriately licensed individuals for legal or tax advice relating to your individual situation. Birdseye Financial and its employees are not tax or legal advisors and are not operating in such a manner. Birdseye financial and those working for the company are not licensed Investment Advisors which prohibits us from offering such advice. Any advice you get should be taken as non-investment advice and only educational in nature. Should our clients need a licensed investment advisor, we partner with LifePro Asset Management. *Investing carries an inherent element of risk. No strategy can guarantee a profit or prevent a loss. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary or investment advice. Any illustrations used are hypothetical and were used for explanatory purposes only. THANK YOU!

MEDICARE MANDATORY DISCLAIMER
“We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.” (MORE DETAIL)