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Questionnaire Landing Page


Thank you for taking the time to fill out the questionnaire. Your information has been received will be reviewed by our team in the next few days or weeks and we will get back to you as soon as possible.

Once reviewed, our team will do initial research to see if you potentially qualify for the Employee Retention Credits. The qualification process is not always a simple yes and no scenario and often involves sharing sensitive or private information. Therefore, we require an engagement letter be signed up front once our initial research is done and we believe there is a good chance that you qualify for the tax credit.

The engagement letter outlines each party’s responsibilities and assures priority, privacy and protection of all involved. Our fees are contingent upon IRS acceptance and approval of the ERC and are 15% of the total approved. A fully refundable deposit of $2,000 is also required up front to partially cover our labor and other expenses while the submission is reviewed by the IRS. Please be on the lookout for an email from that will include a DocuSign engagement letter from our CPA partners as well as a payment link for a fully refundable deposit of $2,000.

Once received, you will get a link that will help our team in gathering additional qualification information as well as an outline of the overall process. While we have taken extraordinary steps to streamline and simplify this process, your participation will remain critical in making sure things move timely. Once you have completed the additional information form, a member of our team will be reaching out to you in the following days or weeks to review the information submitted, ask additional qualifying questions and if it appears you qualify for additional quarters ERC, you will be asked to send all relevant documentation to prepare for submission.

Please be on the lookout for additional correspondence from our CPA partners that lists required documentation that is necessary to complete the ERTC application. The application is done by amending prior quarter 941 Federal payroll tax returns along with sending other qualifying documentation. Our CPA partners will provide a step-by-step process on how to complete your filing for the Employee Retention Credit.

Depending on the size of your organization and your ability to source all the required documentation, the timeline to submit for the credit will vary but our goal is to move your through the process as quickly and efficiently as possible. Once your information has been fully collected and the 941-X application(s) has been approved, signed and mailed to the IRS, it will take between 6-8 months for them to process your credit (window subject to change depending on IRS backlog). While every effort will be made to ensure your organization meets the required qualifications, the possibility of rejection of the credit still exists.

We look forward to working with you and if you have any questions in the interim, please reach out to us at (707)395-0357 or at Thanks!

The CES Team

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