ERTC AUTOMATIC - YOUR TRUSTED PARTNER IN MAXIMIZING EMPLOYEE RETENTION CREDITS
About Us
Here Is The ERTC AUTOMATIC Process And Timeline:
Day 1 – Post Client Interview:
- Client receives our internal eligibility questionnaire form.
Days 2 through 5:
- Documentation collection calls for 941s, quarterly payroll summaries, PPP Forgiveness verifications, 8821.
- Client receives 3rd Party Eligibility company’s preliminary questionnaire
- 3rd Party Eligibility Interview.
- Documents are processed into accounting and 941X forms are generated.
Day 5 – 10: Client Calculations and Validation
- Clients ERTC results for IRS refund and Non-Refundable Social Security and Medicare are received.
- Client’s 2nd call for results is scheduled and reviewed with client.
- If the client agrees to services, our engagement agreement is sent with additional Eligibility questionnaire attached.
- 1.5% Accounting and administration fee is paid by the client and deducted from our success fee due upon receipt of refund.
- Signature pages and copies of the completed 941x forms are sent to the client.
- Executed signature pages are returned and the completed 941x are packaged and overnighted to the IRS.
- Indemnification Underwriting.
Days 10 – 60: IRS Submission and Assignment
- The client file is in the IRS system and the client is informed that we will have little follow up until IRS verifies that they have uploaded docs and assigned a reviewer.
Days 60 – 365+: IRS Process and Distribution
- We make daily IRS calls for status reports to our clients. Typically, once every 2 weeks per file. IRS validates that the return is complete and client refund letters are being sent. The client is notified to copy the letters and deliver them to our provisioning department.
- Clients’ checks are delivered, we get copies and issue an invoice due in 5 business days per our engagement agreement.
At ERTC Automatic, our dedication to client satisfaction guides our close collaboration with clients, streamlining the complex ERTC process and ensuring a comprehensive understanding of qualifications and eligibility criteria.
Upon scrutinizing our competitors, we identified gaps in their approaches. Our aim is to offer a superior solution by addressing these issues while maintaining affordability for business owners. To achieve this, we’ve established a robust infrastructure supported by technology, well-defined processes, clear communication channels, transparent expectations, high levels of integrity, and exceptional performance in the ERTC process.
While revenue growth is a natural goal for any company, our primary focus is on prioritizing the needs of our clients and partners. We measure our performance through innovative software that facilitates communication with our partners and clients, complemented by in-depth analyses from our back-office staff to maximize returns for business owners. Our commitment goes beyond mere revenue growth; we are dedicated to serving the interests of our clients and partners.
This overview provides just a glimpse of what sets us apart. We recognize the importance of nurturing relationships beyond ERTC returns and remain steadfast in our commitment to doing so. We would be honored to welcome you aboard at ERTC Automatic, where our mission is to simplify the process and provide unparalleled service.
Mission Statement
At ERTC Automatic, our goal is to simplify the process of claiming Employee Retention Tax Credits (ERTC) for business owners.
We provide outstanding customer service and work towards maximizing refunds. Our commitment involves educating clients on ERTC qualifications, simplifying the application process, and leveraging our extensive expertise to secure the highest possible refunds.
With cutting-edge software, a dedicated team, and an unwavering commitment to our clients and partners, we are the preferred choice for businesses and strategic partners seeking a reliable, efficient, and cost-effective solution for their ERTC needs.
