Our tax credit calculations and documentation process is designed to maximize your credit while adhering to statutory requirements and recommended record keeping, resulting in a comprehensive, audit-ready deliverable.
OUR ERTC PROCESS
We employ a centralized, technology-enabled process with built in quality control procedures. The process prioritizes efficiency and quality, with the goal of providing comprehensive deliverables while minimizing the impact to the client’s operations.
how much can i get?
We provide an complete, audit-ready deliverable designed to respond to all statutory and applicable regulatory requirements regarding the claim. Audits of the tax credit claims follow a three-year rolling quarterly statute of limitations.
What is the erc?
An incentive under the CARES Act to encourage businesses to keep their employees employed even when the business fell below normal operational hours
who qualifies
Select employers who continued their business, that have halted some or all operations or experienced a diminishment in “gross receipts” during the COVID-19 crisis
Our Process
Whether you’re a small or medium sized business owner, you will require a set of expert level eyes to calculate your max amount for The Employee Retention Tax Credit. When you work with a firm like ours, you can rest assured knowing a specialized and experienced team of experts are focused your Employee Retention Tax Credit calculation.
Step 1
Give us a call or complete and submit a consultation form, and we will get in touch with you immediately.
Step 2
An expert will provide you with a free evaluation and followup with an initial quote and proposal.
Step 3
We will develop a unique plan for your needs, and work with you to file the credit.
THE STEWARD HAMILTON EXPERT ADVANTAGE:
EMPLOYEE RETENTION TAX CREDIT
Maximize Credit. Minimize Disruption. Be Audit-Ready.
1.
Data Analytics
Combination of enterprise payroll data capabilities and IRS tax credit expertise
2.
ERTC Experts
Access to a specialized and experienced team of experts focused on ERTC for businesses. White glove service – easy to work with.
3.
Audit-Ready
Entrepreneurial approach with audit-ready quality standards that balance risk and reward for the optimal results.
4.
Big 4 & IRS Experience
Steward Hamilton has combined the best Big 4, IRS and industry resources together and formed a team of experts dedicated to helping small business owners maximize their Employee Retention Tax Credit amount. At Steward Hamilton, we understand what the small business owner needs, and we get it done fast
5.
Services
The ERC calculation and documentation process provided by Steward Hamilton is designed to maximize the credit while fully validating the adherence to statutory requirements and recommended record keeping, resulting in a comprehensive, audit-ready deliverable.
6.
Process
The ERC calculation and documentation process provided by Steward Hamilton is designed to maximize the credit while fully adhering to program requirements and recommended record keeping, resulting in a comprehensive, file ready deliverable.
7.
Deliverables
Access to a specialized and experienced team of experts focused on ERTC for businesses. White glove service – easy to work with.
What is the Employee Retention Credit (ERC)?
The Employee Retention Credit (ERC) was created as an incentive under the CARES Act to encourage businesses to keep their employees employed even when the business fell below normal operational hours and transitioned into partial shutdown.
Be aware, some businesses do not qualify. The ones that do must meet specific criteria. The amount of the credit could be substantial to your business. Steward Hamilton can help you determine if you qualify for free.
Which businesses qualify for the Employee Retention Credit (ERC)?
An Eligible Employer is an individual that has continued their trade or business during the relevant calendar year, including tax-exempt organizations, that have either:
1) completely or partially halted operations during any calendar quarter due to the COVID-19 crisis (restrictions apply) or
2) experienced a notable diminishment in “gross receipts” during the relevant calendar quarter (restrictions apply).
Let us help you maximize your credit!
How much money can I get back from the Employee Retention Credit (ERC)?
The most current version of the The Employee Retention Credit (ERC) provides a refundable tax credit of up to:
$5,000 for each full-time employee
retained between October 1, 2020 and December 31, 2020
$28,000 for each employee
retained between January 1, 2021 and December 31, 2021
$33,000 per employee is significant and adds up quickly. If you calculate your credit incorrectly on your own, you’d be leaving a lot of money on the table. This is why you need the sophisticated team of experts at Steward Hamilton to help determine how much the IRS owes you.
Where can I file the forms for the Employee Retention Credit (ERC)?
You will apply for the credit using your current payroll provider. You, the business, will need to provide the payroll provider with the amount of credit you qualify for.
We
DO NOT recommend using your current bookkeeper or accountant to apply for these credits as they do not have the knowledge or experience to fill out the forms correctly (possibly leaving a lot of money on the table) or to protect your business in the event of a failed audit.
Steward Hamilton is a reputable firm with a team of experts dedicated to helping businesses like yours navigate the
Employee Retention Credit (ERC).
Will the IRS audit my taxes after receiving the Employee Retention Credit (ERC)?
Most likely, YES! The IRS may audit every business who files for the Employee Retention Credit (ERC) .It is extremely important to seek the help of someone who is familiar with the process to ensure your audit file is iron clad and prepared in advance before the IRS audits your company, as well as to make sure you are receiving the highest possible credit back from the IRS.
OVER 25 YEARS OF SERVICE
About Steward Hamilton
Steward Hamilton advises clients on complex finance, tax, and accounting issues. The firm has over 25 years of experience handling complex financial and tax issues. We are a full-service Employee Retention Tax Credit Experts firm licensed in California. We strive to provide the best possible service for our clients.
Headquartered in Orange County, Steward Hamilton offers a broad range of services for business owners, executives and independent professionals. Whether you’re a corporation, small business owner, or individual, we will not only protect what you create, but we’ll also help it thrive.
Contact Us
At Steward Hamilton, we’ve been serving the needs of small and medium sized businesses in Southern CA and the surrounding areas for years. If you need help managing any aspect of your business’s finances including The Employee Retention Tax Credit, we want to hear from you.
Please give us a call or fill out this form and let us know how we can be of service. We will happily offer you a free consultation to determine how we can best serve you.
Thank you for visiting. We look forward to working together!