Tax Incentive Agency

arter. There are other minor factors that can help add additional money to your claim but they are covered during our initial discovery calls. Documents needed for us to run a full complimentary analysis summary are as follows;

> Payroll reports for 2019, 2020, and 2021 broken into quarters and listing all employees

> If a company was started in 2020 or 2021 and made over $1,000,000 in gross receipts you Will Not Qualify.

> 941 filings for all three years

> Any health insurance expenses paid by employee for each year by month or quarter

> PPP loans taken first or second round please provide amounts and dates covered. There is additional information that we go through in the calculation stage so please call us so you can find out more. You can also go to our website www.taxincentiveagency.com for a submission form at the bottom of the site.