TPA Arlington 2022 Slide Deck

Recent Updates………….. Employee Retention Credits)

There are two ways to qualify for the Employee Retention Credit: 1. The business experiences a significant decline in gross receipts; 50% in 2020; 20% in 2021 vs 2019 in any quarter 2. The business experiences a partial or full suspension of operations due to a government-mandated shutdown. Issues causing shutdowns can include labor shortages; designation of being a non-critical business; quarantines due to illness; transition to telework; supply chain disruptions; and reduced work hours or capacity of operations.

• Be AWARE…… • Solicitations making promises without having access to financials or payroll information; • Refund numbers that exceed your total payroll; • Initial eligibility determinations are made without regard for affiliated or commonly controlled entities or the number and relationship of employees. • By March 10, 2022, the IRS had identified 11,096 suspicious returns claiming more than $2 trillion in credits.

Credit Amount • $5k in 2020 + ($7k x 3Q in 2021) = $26k potential ERC

o 50% of up to $10,000 in qualified wages in 2020 per employee for the year. o 70% of up to $10,000 in qualified wages in 2021 per employee, per quarter. o ERC qualified amounts vary as they are dependent upon each client’s specific facts and circumstances .

R&D TAX CREDIT. //

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