👋 2022 UPDATE: You can now access your refund in 2-4 weeks rather than 6-9+ months

Recently Approved Refund Checks

(Many of these companies were previously told that they didn't qualify, but decided to get a risk-free 2nd opinion):

Bar & Nightlife Industry - $553,500+ in 2020 & 2021 - 41 employees


Healthcare Industry - $599,891.59 for 2020 – 195 employees


Contracting Industry - $364,283.71 for Q1 2021 - 59 employees


Nonprofit Industry - $111,150.41 for 2020 - 25 employees


Restaurant Industry - $213,029.88 for 2020 – 56 employees


Distribution Industry - $1,152,330.98 for Q1 2021 – 208 employees


Home Services Industry - $39,262.33 for 2020 – 23 employees


Manufacturing Industry - $252,104.88 for 2020 – 63 employees


Hospitality/Hotel Industry - $620,416.97 for 2020 - 383 employees


Marketing Industry - $50,954.46 for Q3 2021 - 11 employees


Food Prep Industry - $528,340.02 for Q1/Q2 2021 - 156 employees


School/Education Industry - $111,150.41 for 2020 - 25 employees


Gym & Exercise Industry - $51,455.01 for 2020 - 16 employees


Church/Religious Organization - $30,782.22 for 2020 - 12 employees


Franchise Industry - $371,551.39 for 2020 - 312 employees


Beaty/Hair Salon Industry - $107,793.22 for 2020 - 36 employees


Staffing/Recruiting Industry - $275,099.46 for 2020 - 326 employees


Field Exam Industry - $324,846.66 for Q1/Q2 2021 - 30 employees


Engineering Industry - $21,000+ for Q1-Q3 2021 - 2 employees


Restaurant Industry - $1,950,000+ for 2020 & 2021 - 150 employees


Franchise Industry - $5,250,000+ for 2020 & 2021 - 350 employees


Software Industry - $398,017.23 for 2020 - 19 employees


Insurance Industry - $127.932.01 for 2020 - 9 employees


Security Industry - $1,245,000+ for 2020 & 2021 - 389 employees


Nonprofit Industry - $245,000+ for 2020 - 49 employees


Campground/RV Industry - $260,973.10 for 2020 - 73 employees


Cleaning Industry - $170,865.03 for 2020 - 55 employees


Pizza & Sandwich Industry - $376,455.17 for 2021 - 91 employees


Multi Location Restaurant - $203,233.79 for 2020 - 53 employees


Free 30 Second Refund Eligibility Quiz 👇

In this video update, we discuss several small business case studies and examples across a variety of industries and the actual refund checks that those companies are receiving for their ERTC rebate.


Depending on when you filed for the ERTC it's can take somewhere between 6 to 9+ months to actually receive the refund check back to the business. That said, things are starting to backlog fairly significantly at the IRS and it will probably get pushed out longer than a year or depending on how well they're able to keep up with the demand for it right now.


But we wanted to discuss some case studies to give you an example of the different types of industries that are qualifying for this refund program. One thing to note is that there's not a direct correlation between the size of the refund check and the number of employees a business has.


Obviously there's some correlation to that in terms of how much payroll they have, but there are several variables that go into these calculations that can definitely differ. So for example, we had a small nonprofit with less than 30 employees get back more than $750,000. We've also had scenarios where a company with several hundred employees only got back $150,000, so it's kind of all across the board in terms of how the actual calculations end up working out.


But there are definitely some obvious industries like bars, nightlife, clubs, healthcare, restaurants, gyms, hospitality, etc. Most of those types of companies were affected in one way or another in every single state across the country, so there are some industries that are kind of a no-brainer for this.


But there are a lot of other industries that you might not think would be eligible for this just based on the fact that they had their best revenue years in 2020 and/or 2021. Most people don't realize this, but you can actually have an increase in revenue and still qualify for the ERTC. It's really just designed to be an incentive for retaining your employees through the pandemic and a thank you to help kickstart the economy and all the small businesses that make it up. Here are some example industries and their corresponding refund checks:


Bar & Nightlife Industry - $553,500+ in 2020 & 2021 - 41 employees

Healthcare Industry - $599,891.59 for 2020 – 195 employees

Contracting Industry - $364,283.71 for Q1 2021 - 59 employees

Nonprofit Industry - $111,150.41 for 2020 - 25 employees

Restaurant Industry - $213,029.88 for 2020 – 56 employees

Distribution Industry - $1,152,330.98 for Q1 2021 – 208 employees

Home Services Industry - $39,262.33 for 2020 – 23 employees

Manufacturing Industry - $252,104.88 for 2020 – 63 employees

Hospitality/Hotel Industry - $620,416.97 for 2020 - 383 employees

Marketing Industry - $50,954.46 for Q3 2021 - 11 employees

Food Prep Industry - $528,340.02 for Q1/Q2 2021 - 156 employees

School/Education Industry - $111,150.41 for 2020 - 25 employees

Gym & Exercise Industry - $51,455.01 for 2020 - 16 employees

Church/Religious Organization - $30,782.22 for 2020 - 12 employees

Franchise Industry - $371,551.39 for 2020 - 312 employees

Beaty/Hair Salon Industry - $107,793.22 for 2020 - 36 employees

Staffing/Recruiting Industry - $275,099.46 for 2020 - 326 employees

Field Exam Industry - $324,846.66 for Q1/Q2 2021 - 30 employees

Engineering Industry - $21,000+ for Q1-Q3 2021 - 2 employees

Restaurant Industry - $1,950,000+ for 2020 & 2021 - 150 employees

Franchise Industry - $5,250,000+ for 2020 & 2021 - 350 employees

Software Industry - $398,017.23 for 2020 - 19 employees

Insurance Industry - $127.932.01 for 2020 - 9 employees

Security Industry - $1,245,000+ for 2020 & 2021 - 389 employees

Nonprofit Industry - $245,000+ for 2020 - 49 employees

Campground/RV Industry - $260,973.10 for 2020 - 73 employees

Cleaning Industry - $170,865.03 for 2020 - 55 employees

Pizza & Sandwich Industry - $376,455.17 for 2021 - 91 employees

Multi Location Restaurant - $203,233.79 for 2020 - 53 employees


Another factor you want to pay attention to is the years that they've applied for so far because all these case studies are just what they've applied for so far, but they a lot of businesses are eligible for additional quarters too and they haven't filed for those time periods yet.


Another thing to mention is that a lot of these businesses were told prior that they wouldn't be eligible for this program by their CPA or accountant (or some other advisor). There are some industries that are a no-brainer for this and almost always qualify for this like restaurants and healthcare, but some of the businesses like manufacturing, marketing agencies, private schools, churches and religious organizations, franchises, etc.


Likewise, if an investment group has several franchises in a holding company, as long as at least one location qualifies for this then technically that whole group should qualify for the rebate across every location.


Something else to point out is that the maximum number of employees you can have to qualify for this is 500 full-time employees - but it's not full-time equivalent. So what that means is that you can technically have unlimited part-time employees.


We're seeing a lot of scenarios in the staffing/recruiting industries and restaurant groups with upwards of 2000 part-time employees qualifying for the ERTC now. As long as the business is eligible and as long as the employee count doesn't exceed that 500 full-time employees then technically they can be approved and that's where we're seeing some huge refunds like $5.2M or more.


Anyway, the goal of this is to show you some examples of all the different industries that are qualifying for this program right now and to implore that you at least look into it and even get a second (or third) opinion if needed to see if you're eligible for this and make sure you're not leaving any money on the table.


Because we've run into so many scenarios where businesses were told that they won't qualify for this, but find out later they actually are when they have a specialist firm take another look.


A lot of accountants, CPAs, tax attorneys, and financial advisors aren't up to date with the most recent legislation (to no fault of their own because it's been a crazy couple of years and tax law doesn't usually change that frequently), but it's still worth looking into.


So if this sounds interesting and you haven't applied for it yet then I would highly recommend at least taking our free 30-second eligibility quiz below to see if you could be eligible for this refund as well.


If we're not 100% certain then we'll ask you some more questions and we can also connect you with a specialist CPA firm who can give you advice based on your specific circumstances and business.


Likewise, we have several FAQS listed below as well if you want to read through those as well as several recent success stories, reviews, testimonials, etc. The entire process only takes a few minutes to gather the forms upfront and the credit calculation - depending on the complexity of your business/payroll - usually only takes a few weeks to complete.


Then if you want to move forward to obtain the refund credit, you would just amend the returns and wait to get paid. The current turnaround timeline is about 5-9+ months. But that could become significantly longer in the near future, but if you need the capital sooner, we recently found a 3rd party commercial lending company that can shorten that timeline down to 2-4 weeks.

Why is this critically important right now?

These refunds never have to be forgiven or paid back. Likewise, almost all of the people we've talked with who were told they wouldn't qualify for this in the past, actually ARE eligible for this program now (under the most recent legislation). That said, there has been A LOT of confusion about how the program actually works since the law changed 5 times in the past two years alone (details below).

Refunds are only available for a limited time, and the IRS backlog is getting worse. Feel free to call our team if you have any questions about how this refund program (or the advance) works.

30 Second Refund Eligibility Quiz👇

Recently Approved Refund Checks

(Many of these companies were previously told that they didn't qualify, but decided to get a risk-free 2nd opinion):

Bar & Nightlife Industry - $553,500+ in 2020 & 2021 - 41 employees


Healthcare Industry - $599,891.59 for 2020 – 195 employees


Contracting Industry - $364,283.71 for Q1 2021 - 59 employees


Nonprofit Industry - $111,150.41 for 2020 - 25 employees


Restaurant Industry - $213,029.88 for 2020 – 56 employees


Distribution Industry - $1,152,330.98 for Q1 2021 – 208 employees


Home Services Industry - $39,262.33 for 2020 – 23 employees


Manufacturing Industry - $252,104.88 for 2020 – 63 employees


Hospitality/Hotel Industry - $620,416.97 for 2020 - 383 employees


Marketing Industry - $50,954.46 for Q3 2021 - 11 employees


Food Prep Industry - $528,340.02 for Q1/Q2 2021 - 156 employees


School/Education Industry - $111,150.41 for 2020 - 25 employees


Gym & Exercise Industry - $51,455.01 for 2020 - 16 employees


Church/Religious Organization - $30,782.22 for 2020 - 12 employees


Franchise Industry - $371,551.39 for 2020 - 312 employees


Beaty/Hair Salon Industry - $107,793.22 for 2020 - 36 employees


Staffing/Recruiting Industry - $275,099.46 for 2020 - 326 employees


Field Exam Industry - $324,846.66 for Q1/Q2 2021 - 30 employees


Engineering Industry - $21,000+ for Q1-Q3 2021 - 2 employees


Restaurant Industry - $1,950,000+ for 2020 & 2021 - 150 employees


Franchise Industry - $5,250,000+ for 2020 & 2021 - 350 employees


Software Industry - $398,017.23 for 2020 - 19 employees


Insurance Industry - $127.932.01 for 2020 - 9 employees


Security Industry - $1,245,000+ for 2020 & 2021 - 389 employees


Nonprofit Industry - $245,000+ for 2020 - 49 employees


Campground/RV Industry - $260,973.10 for 2020 - 73 employees


Cleaning Industry - $170,865.03 for 2020 - 55 employees


Pizza & Sandwich Industry - $376,455.17 for 2021 - 91 employees


Multi Location Restaurant - $203,233.79 for 2020 - 53 employees


Free 30 Second Refund Eligibility Quiz 👇

WHAT'S THIS NEW TAX CREDIT FOR?

The Employee Retention Credit (ERC/ERTC) was authorized under the CARES Act and encouraged organizations to keep employees on their payroll during the C19 pandemic (both for-profit companies & non-profit organizations are eligible).


  • The 2020 ERC Program is a tax credit for 50% of up to $10,000 in wages paid PER EMPLOYEE from 3/12/20-12/31/20 by an eligible employer.


  • THAT’S UP TO $5,000 PER EMPLOYEE in 2020!


  • The 2021 ERC Program increased to 70% of up to $10,000 in wages paid PER EMPLOYEE PER QUARTER.


  • THAT’S UP TO $21,000 PER EMPLOYEE in 2021!*


  • *(Q1-Q3 for companies operating prior to 2/15/20)

FAQs & Common Misconceptions

"How do I use a tax credit? How do I benefit from this? What does it cost?"

Although it is technically called a "tax credit," it is most frequently received as a cash payment from the IRS. There is also no dollar limit for how much a business can receive, and no requirements for how you spend it once you've been approved.


This program is not an "income tax credit" and isn't related to your annual business tax returns or your income statement/P&Ls. Because the credit is based on W2 payroll taxes, nonprofits are eligible as well.


While these tax credits in theory should be retroactive for a while, there's no guarantee how long the funding for this will last or if the incentives will be changed once again in the future.


The good news is that it won't cost you anything to find out. We found and vetted ERC accounting specialists who have kept up with all the recent legislative changes, will explain your local/state requirements, and help you determine your eligibility (at no cost) and calculate the correct refund amount your business may be owed.

"What is an Eligible Employer? And what is the qualifying criteria to be approved?

Eligible Employers for the purposes of the Employee Retention Credit are those that carry on a trade or business during calendar years 2020 & 2021 (including a tax-exempt organization) that either:


1. Fully or partially* suspended operations by a governmental order

(AND/OR)

2. Experienced a significant decline in gross receipts during a calendar quarter


*It is absolutely critical to get specialized advice about this. (And possibly even a 2nd opinion). An organization can be considered "partially suspended" if a state/local mandate imposed restrictions by limiting commerce, travel, or meetings (for social, commercial, religious, or other purposes). This can be a "Stay at Home" order, limited indoor/on-site access, limited/canceled in-person meetings and other capacity restrictions, reduced operating hours, delayed production timelines due to supply chain issues, or several other possibilities you should consider and seek personal advice on.

"Wasn't the credit only available in 2020? Wasn't it an alternative to the PPP?"

The ERC was not widely used until March 2021, when updated IRS regulations made this type of COVID-19 Relief more accessible. In short: thousands of businesses who once had to "choose" between the Paycheck Protection Program (PPP) and ERC can now qualify for both by amending their Quarterly 941s.


It's critically important to realize the legislation for this program has changed FIVE times in the past year, and still has many pending changes that are currently being voted on (at the time of writing).


Want more information? Just read Notice 2021-20 on the official IRS FAQ website. Refunds are currently being processed daily by tax credit professionals. That said, the IRS backlog is starting to increase as well, so time is of the essence to find out if your business qualifies for this refund ASAP.

"Doesn't my payroll provider or my CPA have this information?"

As with most things in business, tax credits often require specialized knowledge and experience. Considering the legislation on ERC has already changed several times, it's understandable that many payroll firms, CPAs, and tax advisors may not want to risk their license (or don't have time) to advise on and calculate an audit-ready refund check for a once-in-a-pandemic incentive program like the ERC.


It's important to fully document all processes and procedures, organize records properly, and ideally avoid an IRS audit. The ERC has complex calculating requirements such as Controlled Group criteria, documenting qualification methodology, coordination with PPP loans, allocating healthcare expenses to the appropriate time periods, etc. Hiring specialists can help reduce "audit stress" while also not worrying about leaving a ton of money on the table.

Recent Success Stories 😎

LESLIE E.

Medical Practice Owner

"When the Employee Retention Credit was included in the CARES Act, we knew we wanted help navigating the guidelines, calculations, and paperwork so we could maximize our tax credit and get everything filed correctly. We were very pleased with their team and their services."

IAN D.

Creative & Development Agency

"They are the experts when it comes to helping get the ERC. They do an excellent job walking you through the steps of what is needed for them to move forward, and make sure you’re approved before any additional steps are taken. They’re knowledgeable and take care of everything for you."

Carlton H.

Home Services Company

"Their firm was very good at knowing the laws and rules of the refund that we received. I didn't know anything about these before talking to a friend who referred me. To date we have received about $80,000 with more coming. I would advise anyone to just reach out to see if it works for you also.

Mike H.

Restaurant Owner

"Unlike the PPP Loan, these credits can be spent on any cash needs and are income. I have, with their help, received funds. Great program, increased income to secure your business in this weird time. Clarity provided is so important. Thanks to their team for all their hard work."

DAVID H.

Educational Services Company

"The team was very diligent and detail-oriented walking us through the process of applying for and receiving ERC even though our business had previously received a forgiven PPP Loan. Their team was able to quickly prepare accurate documents and we received a check for every quarter we filed."

Michael M.

Food Services Company

"Working with them was easy and everything worked out as they said it would. Just took the IRS some time to get it done. This is real and it is to your benefit for the covid restrictions from the government. All you need to do is mail the documents that they calculate and prepare for you."

Only 4 Simple Steps To Claim Your Refund Check

1. Data Gathering

In a few minutes, collect all of your 941 returns, PPP loan documents, and payroll data.

2. Credit Calculation

Calculate the exact value of the credit you could receive from the IRS.

3. Amend Returns

Prepare and file the 941-X Amended payroll returns on your behalf.

4. Get Paid

The IRS will process the credit and mail out your refund check once approved.

About the CEO: Nick Apollo

Average CEO | Mediocre Author | Unsophisticated Investor | Industry Thought Needer | Awkward Public Speaker & Podcaster


Over the past few decades, I discovered the only thing I'm actually kinda good at is finding and hiring people who are far more talented than me...


Eventually, we assembled a holistic team & 'virtual family office' of 173 embarrassingly expensive (but ROI effective) B2B services & solutions.


To keep it simple, we really only do two things:

→ Make you more money (with guaranteed ROI)

→ Save you more money (with zero risk to try)


So for the sake of transparency, here’s our entire business model...


Read Nick's full bio on Linkedin:⤵︎

Questions? Book A Free Coaching Call ⤵︎

ERC

ERC Coaching Call

Quick 5-15 minute call to answer any questions you have about the Employment Retention Tax Credit. Or feel free to call (844) 219-2559 and/or email hello@joinallies.com with your questions.

15 Mins
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Just Complete This Simple Quiz To See If You're Eligible For A Payroll Refund Check Too:

30 Second Refund Eligibility Quiz👇

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