Applicant e-signs the RealPartner ERC agreement.
Applicant uploads the required documents to RealPartner's Secure Portal.
See below for ERC Required Documentation.
RealPartner ERC underwriting team reviews your completed application to maximize your refund. This may take up to 5 to 7 business days.
Applicant receives and e-signs the ERC Closing Documents including the calculated amount of Applicant's ERC refund and other information. RealPartner files ERC paperwork with the IRS.
The IRS mails Applicant a check for the ERC. RealPartner's success based contingency fee is due and payable upon receipt and clearance of funds.
RealPartner provides Applicant with an ERC Audit Package containing essential calculations, documentation, and information needed for proper business accounting and ERC Audit Protection.
Form 941 for 2020 & 2021 Quarterly Returns (8 documents).
Excel format preferred.
A Yearly P&L by month has this information.
Payments made on behalf of Employees in 2020 and 2021 may be recoverable.
Provide the names of all owners and ownership percentage. Also, provide a list of any employees to any owner related (spouse, parents, children, cousins, in-laws, etc.).
If your company received PPP assistance, provide documentation of forgiveness and allocation of funds, including Form 3508.
Explain how business operations were modified to accommodate a COVID-19 related government order.