Industries that typically qualify; Day Care Centers, Franchises, Gyms and Fitness Facilities, Non-Profits, Recreation Facilities, Restaurants and Breweries, Resorts, Hotels and Motels, and Transportation Companies. But not limited to these industries.

ERC is a refundable federal payroll tax credit designed to support businesses who retained their employees through COVID-19.

This program offers up to $26,000 per employee in tax credits over the 2020 and 2021 tax years.

Checklist of What You’ll Need

1. Quarterly Profit & Loss statements from 1st Quarter 2019 through 3rd Quarter 2021

2. Any relevant Mandate information

3. Payroll Records for 2020 and 2021

4. Tax Form 941s

   • PPP Info*

   • Healthcare Info*

*If applicable.

Very Important - PPP Borrowers

You are eligible to obtain the Employee Retention Credit. Meaning an experienced approach is needed to manage the PPP loan forgiveness while maximizing the full benefits of ERC. There are implications when you provide health benefits as well.

Building Business Back Event with Monterey County Business Council. We shared the impact Employee Retention Credits can have on businesses and the local economy. Participants learned about the many local, state and Federal programs available.

We Can Review Your Situation

Working with Your Preferred Advisor. Our ERC partners work directly with you or your preferred advisor to ensure you gain access to the program.

We regularly evaluate and collaborate with ERC experts, please reach out if you would like to participate in our effort.

Regardless of size or sophistication we’ve sought out highly skilled and ethical organizations.

• ERTC Funding, Eligibility Quiz

• William & Stephanie Foundation

• Join Our Effort