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. This $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).

Employee Retention Credit Details

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.

  • 2020: CARES Act

    • March 13, 2020 – 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 - December 31, 2021
    • 70% of up to $10,000 qualified wages per quarter for all 2021 quarters

    • Maximum credit of $28,000 per employee

How much money could you have coming? We can help you find out!

We have helped over 2,000 companies recover ERC tax credits.

Listen to some of our rave reviews from business owners across the Midwest!

"This year, they have made it much MUCH easier to qualify. We've made it SO easy to apply. We just had a company with 9 employees receive $51,000 credit for one quarter. ... Don't miss out!" – Stacey Doege, Finances Made Simple
"It is not too hard... It is awesome! We all pay too much in tax, we're all business owners. We need a break every once in a while. A break like this... it's amazing." - Dr. Rick Thiery of Young at Heart Dentistry in Alexandria, MN.  
"I'm totally blown away! Thank you, Stacey, for showing me that I qualified for ERC, thank you for introducing me to what the CARES Act is providing small businesses like mine. Wow! I am just blown away." - Jennifer Filzen of Rock Star Marketing in Monterey, CA

How to Qualify

Two ways a business can qualify:

  1. A full or partial suspension of business operations as a result of government order.
    • Partial shutdown example – in-door dining was not allowed at a restaurant, but take-out was available

    • Full shutdown example – under the CA stay at home order, child day care centers were completely closed

  2. A significant decline in revenue compared to the same quarter in 2019

If an employer does not meet the revenue threshold, they may still qualify if they experienced either a partial or full shut-down of business operations.

Significant decline in revenue is defined as:

  • For 2020

    A 50% decline in revenues in any quarter compared to the same quarter in 2019

  • For 2021

    A 20% decline in revenues in any quarter compared to the same quarter in 2019

  • ERC Expiration

    ERC ends when quarterly revenue in 2020 exceeds 80% for the same quarter in 2019.

Finances Made Simple

Employee Retention Credit Services

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We handle all the necessary steps to access 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