Birdseye Financial Services (360) 722-7889
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    • Tax Strategies >
      • RMD Calculator
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      • 3 Economic Strategies
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    • Retirement Analysis >
      • Retirement Meeting
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      • Social Security Webinar
    • Pension Maximization
    • Risk Analysis and Investments
    • LifePro Asset Management
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      • Federal Benefit Kit
    • Business Tax Credit >
      • Research & Development Tax Credit
      • Employee Retention Tax Credit
      • Resources
  • Insurance
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    • Medicare >
      • Medicare Questionnaire
      • Medicare Meeting
      • Medicare Networks
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  • Tools
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    • Documentaries
    • Market Index Links
    • Required Minimum Dist (RMD Calculator)
    • Calculators
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    • Bankrate Interest Rates
    • Zillow Home Value
  • Contact
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R&D  Tax Credit
Employee Retentiion Tax Credit
RESOURCES
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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

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    EMPLOYEE INFORMATION
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    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


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    2021 WAGE INFORMATION
    Number of Employees
    Payroll Amount


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    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
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    ​Wages Earmarked for PPP Forgiveness:



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    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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Phone 360-722-7889
Fax #425-412-6865
INFO@BIRDSEYEFINANCIAL.COM
Birdseye Financial (MAP)
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 often work 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 individuals used in scenarios are fictitious and all numeric examples are hypothetical and were used for explanatory purposes only. THANK YOU!
  • Home
  • About
    • Welcome to Birdseye
    • Who We Are
    • Risk & Portfolio Assessment
    • Request Free Consultation
  • Strategies
    • Key Components
    • Sequence of Returns
    • Rule of 100
    • Tax Strategies >
      • RMD Calculator
      • ROTH IRA
      • Qualified Charitable Donation
      • Business Tax Credit
    • Inflation Impact
    • Educational Webinars >
      • Taxes in Retirement
      • 3 Economic Strategies
      • Five Key Areas of Retirement
    • Video Library
  • Planning
    • Retirement Analysis >
      • Retirement Meeting
      • RA Analysis
    • Social Security >
      • Social Security Webinar
    • Pension Maximization
    • Risk Analysis and Investments
    • LifePro Asset Management
    • Federal Benefits >
      • Federal Benefit Kit
    • Business Tax Credit >
      • Research & Development Tax Credit
      • Employee Retention Tax Credit
      • Resources
  • Insurance
    • Annuities
    • Medicare >
      • Medicare Questionnaire
      • Medicare Meeting
      • Medicare Networks
    • Long-Term Care
    • Life Insurance
    • Final Expense
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
  • Tools
    • Financial News Blog
    • Documentaries
    • Market Index Links
    • Required Minimum Dist (RMD Calculator)
    • Calculators
    • Professional Referrals
    • Bankrate Interest Rates
    • Zillow Home Value
  • Contact
    • Free Consultation
    • Schedule Appointment
    • Online Meeting >
      • Online Meeting Details
    • Secure Upload
    • Retirement Analysis
    • Retirement Portal
    • Rate our Service
    • Referral A Friend