Employee Retention Credit

Introducing our Employee Retention Credit program

Help your clients receive a tax credit up to $26,000 per employee

We partnered with Global Government Partners to help your clients claim the refundable tax credit they may qualify to receive. Expand your services to business clients, and use your off-season to service small and mid-sized business clients that may be eligible for the Employee Retention Credit (ERC).

What is the Employee Retention Credit?

The Employee Retention Tax Credit (ERC) is a refundable tax credit designed for businesses and tax-exempt organizations that retained employees throughout the COVID-19 pandemic. The federal government allocated $400 billion for qualified organizations.

The IRS noted,  "There are very specific eligibility requirements for claiming the ERC. These are technical areas that require review." Who is more qualified to help small and mid-sized business clients apply for ERC than tax professionals, including those who may also provide bookkeeping and accounting services?

You and your clients may qualify to receive ERC

As a small business owner, both you and your business clients may qualify to receive an Employee Retention Credit.

Businesses with at least 1 full-time employee, operating from Q1 2020 to Q3 2021, and affected by decreased revenue due to COVID-19 protocols may qualify. Visit our ERC page for more details.

Users guided through the application process

The 2020 and 2021 ERC qualifications are complex. Our partner's ERC platform guides users through the application process, requesting everything required to determine ERC eligibility and the amount that is available to each applicant.

Our ERC processing partner teamed with a Big Four accounting firm, giving you and your clients the most automated, accurate and secure filing experience possible.

Revenue sharing opportunity for tax pros

Inviting your clients to take part in the referral will provide you with an opportunity to receive a share of the revenue.1 Visit our ERC page to learn more.

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Help more small and mid-sized business clients

Get more information about the ERC program, and see how you can expand your service to include ERC applications.

1 Referral fee paid monthly to qualified tax professionals by Global Government Partners. Referral fee is 3% of the Employee Retention Credit received by the taxpayer. Service fee is paid to Global Government Partners by the taxpayer for Employee Retention Credit application service. SBTPG may be paid for your referral. Neither Santa Barbara Tax Products Group or Green Dot Corporation, nor any of their respective affiliates are responsible for the products or services provided by Global Government Partners. Fees, terms and conditions apply.

Employee Retention Credit services provided by Global Government Partners which is not an affiliate of Santa Barbara Tax Products Group or Green Dot Corporation. Taxpayer pays a separate fee for this service.