Employee Retention Tax Credit

MAX ERTC & Greenlight Financial

Greenlight Financial has partnered with a Max ERTC, a firm that specializes in processing ERTC claims.

What is the Employee Retention Tax Credit or ERTC? For those that don’t know, the IRS is giving qualifying businesses up to $26K in tax credits PER EMPLOYEE in addition to the PPP loan. 

What Documents Are Needed for Claim

  • Company owner and contact information
  • A list of company owners & relatives on payroll​
  • 2020 & 2021 – Quarterly 941 Federal Payroll Tax Forms
  • 2020 & 2021 – Custom Payroll Reports
  • PPP Loan Forgiveness Application 3508 Form (All forgiven PPP loans have a 3508 form, which your bank may have completed on your behalf. It may be available to download from your bank’s portal, or you may need to ask your lender for a copy of it. This is different than a PPP forgiveness letter.)
  • 2019, 2020 & 2021 quarterly Profit & Loss (Alternatively, instead of P&Ls you may submit monthly or quarterly income statements or revenue reports)

How Greenlight Financial Can Help You

Greenlight Financial has partnered with MAX ERTC, a firm that specializes in processing these claims. If you feel your business may qualify and would like more information, please submit the form below. 

Please Send me More Info

Submit the form and a Greenlight Representative will contact you within 24 business hours.
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