WE DO THE WORK.
YOU GET THE CREDITS.
ercTree® customers receive multiple quotes from Accounting and Tax Law Firms specializing in the complex IRS Tax Credit Codes, Laws & Corporate Incentives niche space.
Were you told your business does not qualify for ERC Tax Refunds, because you did not have a Reduction in Revenue?
It is likely you’ve been told that businesses deemed essential during the pandemic cannot receive the ERC Tax Refunds?
These are just two of the most common and inaccurate disqualifications we hear daily.
There is a 99% chance you’ve been inaccurately disqualified by a local Accountant that is unfamiliar with the ERC Programs Guidelines, with tax credit filings and the complex codes.
Take 5 minutes to schedule a call with an ercTree® Expert, because most likely this call is worth hundreds of thousands in tax refunds to you.
The Employee Retention Credit
The COVID-19 Pandemic has been a challenge for everyone. As the world shut down the economy came to a halt, leaving the future of many businesses in a precarious position. As we begin to find normalcy again, businesses now have to focus on recovering and fortunately, several government programs are easing this process.
One such program is the Employee Retention Credits or ERC, which is a generous stimulus program designed to bolster those businesses that were able to retain their employees during this challenging time. Due to the complex tax code rules, guidelines and qualifications, it is severely underutilized. Details of the program include:
- THE LARGEST PAYROLL TAX REFUND FOR SMALL TO MID-SIZED EMPLOYERS IN US HISTORY, UP TO $26,000 PER EMPLOYEE
- EMPLOYERS WITH 100 to 500 W2 EMPLOYEES
- EMPLOYERS WITH 5 to 100 W2 EMPLOYEES
- SMALL EMPLOYERS 1 to 5 W2 EMPLOYEES
- START-UP' BUSINESSES AFTER Feb. 15, 2020 HAVE RELAXED QUALIFYING GUIDELINES
- NO DROP IN REVENUE IN 2020 OR 2021 COMPARED TO 2019? NOT A DISQUALIFIER. GOVERNMENT MANDATES AND SUPPLY CHAIN/VENDOR DISRUPTIONS ARE ALSO QUALIFYING CATEGORIES
-
DEEMED ESSENTIAL? THAT IS NOT A DISQUALIFIER.
ercTree® HAS HOSPITALS, SURGERY CENTERS, PRIVATE PRACTICING PHYSICIANS AND ALL INDUSTRIES DEEMED ESSENTIAL OBTAINING ERC REFUNDS
- NO FORGIVENESS REQUIRED FOR ERC REFUNDS
- ERC IS A PAYROLL TAX CREDIT REFUND AND GROUP HEALTH PREMIUMS REIMBURSMENT OF MONEY YOU HAVE ALREADY PAID TO THE FEDERAL AND STATE GOVERNMENTS
The Numbers Speak for Themselves
CREDITS RECOVERED
In All 50 States!
WHY ERC TREE
ERC Credit Advance Funding
Obtain the majority of your ERC Refund in weeks, not months.
Maximum Funding
Approved Firms will evaluate your refund in every way possible to ensure they maximize your credit.
Lightning Fast Results
Our streamlined processes allow for faster results, which means faster funding.
ERC Approved Firms
Our approved firms strictly focus on the Tax Credit Space, making them experts and resulting in more ERC Refunds for your business.
Professional Support
Although our process is quick and painless, when you have questions we have answers with a dedicated team of ERC support representatives.
Dedicated to ERC
No need to be the guinea pig for your local CPA. ercTree approved Firms average 30% to 50% more ERC Refunds than a CPA not familiar with filing (ERC) Tax Credits for businesses.
Ready to Get Started?
ERC Qualifications
- FULL OR PARTIAL SUSPENSION OF BUSINESS OPERATIONS
- GROSS RECEIPTS REDUCTION
Gross receipt reduction criteria are different for 2020 and 2021 but are measured against the current quarter as compared to 2019 pre-COVID amounts. REDUCTION IN REVENUE IS NOT REQUIRED TO RECEIVE THE ERC REFUNDS.
- START-UPS AFTER FEB. 15, 2020 CAN OBTAIN up to $350,000 ERC
Start-up businesses that can show an incorporation date and proper documentation having started-up between February 15, 2020 and December 31, 2021 have much less ERC qualifying criteria than businesses that started operating prior to February 15th, 2020.
The US Government Shutdown and Gross Receipts Reduction rules “DO NOT” apply to Start-Up Businesses during this period of time and can receive up to $50,000.00 Max per qualifying ERC quarter.
Frequently Asked Questions
Yes. The Taxpayer Certainty and Disaster Tax Relief Act of 2020, enacted December 27, 2020, modified the ERC guidelines. One of the modifications included businesses that obtained a PPP loan, may now take advantage of the Employee Retention Credits Refund.
Once you’ve been prequalified by a referring affiliate and submitted as an ercTree® New Customer you will be contacted by the Document Collection Team within 24 hours. You will have a dedicated support specialist assigned to assist you in document collection and completing the Applicant Questionnaire.
The ercTree® goal is to have all the documents and the application completed within 3 Business days of submission as a new customer.
If you submit all the proper business documents within 3 business days, you will receive multiple quotes within 5 to 10 business days.
Once we receive your quotes, we will schedule a call to review the ERC Refunds, choose a firm and have your business officially filed within 10 to 15 business days.
The Taxpayer Certainty and Disaster Tax Relief Act of 2020, enacted December 27, 2020, modified the ERC qualifying guidelines. These amended guidelines are opening the door for hundreds of thousands of employers to qualify for ERC Refunds like you. Congress has recognized that there are additional nominal impacts caused by the mandates, leading to supply chain and vendor issues for small businesses from COVID19 Pandemic.
1. Full or partial suspension order by the government (federal, state or local)
2. 2021 compared to 2019 is a 20% or greater reduction in gross receipts from previous years equivalent quarters
3. Inability to access equipment to perform services as normal
4. Limited capacity for customers (E.g., Restaurants, Retailers and Sporting Venues)
5. Shutdowns of your supply chain or vendors directly and/or indirectly prohibiting your business to operate as normal prior to the pandemic
6. 10% or greater reduction in services being able to be offered
7. 10% or greater reduction of operational hours to accommodate sanitation
8. Shut down of some locations and not all locations
No. Employee Retention Credits (ERC) (keyword “credits”) is not a loan, your ERC
Refund does not need forgiveness and is a payroll tax and group health premiums refund for keeping people employed during the pandemic. The refunds obtained is the >50% Business owners choice to do whatever they choose with the ERC Refunds obtained. Unlike a PPP loan (keyword “loan”), business owners needed to provide proof of how the funds were used to obtain loan forgiveness.
Reference IRS New Law Extends Covid Tax Credits for Small Business Employers:
https://www.irs.gov/newsroom/new-law-extends-covid-tax-credit-for-employers-who-
keep-workers-on-payroll
THIS IS THE MOST COMMON INACCURATE STATEMENT BEING MADE BY LOCAL ACCOUNTANTS. Having a reduction in gross receipts/revenue in 2020 and/or 2021 qualifying quarters versus 2019 equivalent quarters does not disqualify your business from obtaining the payroll tax and if applicable group health premiums you paid.
The Taxpayer Certainty and Disaster Tax Relief Act of 2020, enacted December 27, 2020, modified the ERC qualifying guidelines.
IRS examples of the modifications allowing businesses that do not meet the reduction in gross receipts rules are:
Example 1: A restaurant must close or limit its on-site dining. Such as having to close down every other table, due to COVID-19 restrictions.
Example 2: A business that needs to meet with clients in person and has to cancel meetings due to COVID-19 restrictions.
Example 3: A business has to reduce their operating hours because COVID-19 restrictions and cleaning requirements.
Example 4: A business had delayed production timelines caused by supply chain disruptions.
Example 5: A business with a planned events/meetings had to cancel that event/meeting, or restrict the amount of people who can attend due to COVID-19 restrictions.
Reference IRS New Law Extends Covid Tax Credit for Small Business Employers:
https://www.irs.gov/newsroom/new-law-extends-covid-tax-credit-for-employers-who-
keep-workers-on-payroll
ERC unlike PPP is not a loan program – The PPP loans were marketed heavily by the SBA and banks, making the PPP loan program very visible. The qualifying guidelines in obtaining a PPP loan were also fairly simple, compared to the guidelines to obtaining ERC Refunds. The money set aside for the PPP Fund dried up quickly. The money put aside for ERC Refunds won’t dry up, however; starting July 1, 2023 the amount of qualifying quarters start dropping off to file and maximize the funds due your small business.
Reference IRS ERC Comparison Chart: https://www.irs.gov/newsroom/employee-
retention-credit-2020-vs-2021-comparison-
chart#:~:text=With%20the%20exception%20of%20a,and%20before%20January%201%
2C%202022
ercTree® has ERC Credit Advance Funding options available to all customers. Small Businesses can receive a large portion of the ERC Refunds in just weeks, not months from the day your officially filed.
Current Expectations to when you should receive the checks from the US Treasury:
– Quarterly Refunds <$200K are taking approximately 90 days
– Quarterly Refunds $200K to <$500K are taking approximately 90 to 150 days – Quarterly Refunds >$500K are taking approximately 6 to 9 months
Reference IRS Delays in ERC Refund Payments:
https://www.irs.gov/coronavirus/employee-retention-credit
OUR SERVICES ARE 100% FREE! At ercTree®, we have taken the guesswork out of a very important decision for small business owners. Choosing the right firm to underwrite and file the Employee Retention Credits (ERC) on your behalf, is essential in maximizing the amount of your return. ercTree has diligently vetted several dozens of online companies claiming to be Tax Credit Firms. ercTree has partnered with the BEST Accounting and Tax Law Firms in America that specialize in Internal Revenue Code (IRC) Tax Credits for small businesses. Due to the complexity and time investment necessary to proficiently comprehend the three times amended ERC guidelines, very few personal or small business accountants are able to effectively calculate the maximum ERC Refund for your business.
Here’s an analogy to paint a better picture comparing an
everyday accountant to an accountant that specializes in business tax credits.
Let’s say you started experiencing pain somewhere in your body. Generally, you
first visit your general physician (GP) for an initial evaluation, your GP
identifies that your pain is something that needs further attention, and you
are then referred to a specialist for the best treatment options. It is highly
recommended that you treat the difference in filing standard annual taxes and
filing for specialty business tax credits the same as in the analogy. Having a tax
credit expert underwrite your ERC Refund could mean the difference of hundreds
of thousands of dollars, we’ve even seen our approved ERC Firms calculate
millions more for clients, compared to other accounting firms.
If you choose to have your local CPA provide you with an ERC refund quote; why not allow an ercTree® approved firm to provide you with an ERC refund quote to compare? Working with ercTree® provides you with complementary comprehensive ERC Underwriting Analysis from multiple firms for your ERC refund.
The approved firms that ercTree® has partnered with will be able to…
• Properly calculate & maximize your PPP Loan(s) deductions
• Properly evaluate, calculate & compare quarterly P&Ls
• Properly analyze your past 941s
• Thoroughly calculate payroll deductions for all your W2 employees for the maximum
ERC refund
• Properly calculate group health premiums per employee if your business offers
Group Health Benefits.
• File the ERC refund on your behalf, including IRS audit protection
Reference IRS Small Business Tax Credits:
https://www.irs.gov/businesses/small-
businesses-self-employed/business-tax-creditsercTree®
Yes. The majority of the referrals we receive are from Local Accountants, Investment Bankers, Attorney’s, Bankers and Payroll Service Providers across the country, wanting the best for their clients. The smart day-to-day accountants know to stick to their expertise and realize that they are not experts in the complex business tax credits and incentives space. We offer a referral program. To learn more contact us.
The ercTree® approved firms charge their fees based on a percentage of the total ERC refund recovered. ercTree® does not inflate the fees and do not charge you for our services.
The fees of ercTree® approved firms varies between 5% to 20% of the total refund, depending on the ERC filing option chosen by you.
The ercTree® approved firms all specialize in filing the complex IRS Tax Credits for Manufactures, Fortune 500 Employers and Small Businesses that qualify for R&D, Energy and all Government Tax Credit Programs.
Typically, compared to an local area accountant or online pop up firm, ercTree® approved firms are able to recover 30% to 50% more in ERC Refunds.
ercTree® approved firms are each required to provide you a complementary/free underwriting analysis and ERC refund quote.
If you choose to have your local CPA provide you a ERC Refund quote, that is fine by ercTree®. Just be smart and allow the ercTree® approved Firms to also provide ERC Refund quotes and compare.
Current Expectations to when you should receive the checks from the US Treasury:
– Quarterly Refunds <$200K are taking approximately 90 days
– Quarterly Refunds $200K to <$500K are taking approximately 90 to 150 days
– Quarterly Refunds >$500K are taking approximately 6 to 9 months
Reference IRS Delays in ERC Refund Payments:
https://www.irs.gov/coronavirus/employee-retention-credit
ercTree® approved Firms set their fee percentage based on what they feel their value and expertise holds in underwriting and filing for clients.
You get to decide which ercTree® approved Firm you want to have file on your behalf, providing you at the end of the day full control over your ERC Refund. Remember this… “the fee percentage is not that important, the total net amount of ERC Refunds in your pockets is important.”
Your ERC Refunds will be accurately calculated by CPA’s and Tax Attorney’s that specialize in Tax Credits.
Maybe. Wages of owners who have 50% or greater majority ownership, do not qualify to be calculated in the ERC Refund, nor do the W2 wages of any immediate family members of the 50% or greater owners of a business. In the case an owner has less than 50% ownership, their W2 wages do qualify, as do the W2 wages paid to immediate family members.
YES! Startup Businesses that can show proper incorporation documentation having started-up between February 15, 2020 to December 31, 2021 have reduced ERC Program qualifying criteria than businesses started operations prior to February 15th, 2020.
Reference Section D Recovery Startup Businesses: https://www.irs.gov/pub/irs-drop/n-
21-49.pdf
ercTree® has ERC Credit Advance Funding option available. ercTree® are able to obtain at least 50% of the filed ERC Refunds in just weeks of officially filing.
Still have a question?
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