Our Key Deliverables | Option A | Option B |
Fees (% of ERC Amount) | 10% | 15% |
Engagement Model | Engagement with CPA or Tax Firm | Engagement with Business Client |
No Set-Up Fees | ||
No Minimum Fees | ||
PPP Documentation and Forgiveness Application interplay and reconciliation with ERC | ||
Line by line calculations of Form 941X amended payroll returns, to claim ERC for prior quarter(s) based on analysis of Taxpayers’ payroll data | ||
Calculate IRS Worksheets per the 941X instructions, to supplement the calculations for the Form 941X | ||
Provide a full reconciliation of the raw payroll data you provided to us, tying out to the ERC calculation | ||
An IRS Audit Ready Microsoft Excel based Pivot Table with drill-down capability, itemizing paycheck by paycheck categorization of both qualifying and nonqualifying ERTC wages, along with the quarterly ERC calculation | ||
Documentation supporting the taxpayer's application for ERC and PPP loan forgiveness and provide you with our calculations and conclusions regarding the respective amounts of eligible expenses | ||
Preparation and filing of Form 941X or working with the payroll processor of the business for them to submit the 941X | ||
engagement letter
( View Sample Deliverables ) |
engagement letter
( View Sample Deliverables ) |