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Confidential ERTC and R&D Client Form
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ubmit your completed Form for your FREE and NO obligation review
Confidential ERTC and R&D Client Form
Business Legal Name
(Required)
Type of Entity
(Required)
Business Website
(Required)
Address
(Required)
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Owner's(s) Name(s)
(Required)
First
Last
% of Ownership
(Required)
Owner's Email
(Required)
Name
First
Last
% of Ownership
Owner's Email
Name
First
Last
% of Ownership
Owner's Email
Business Phone
(Required)
Owner's Cell Phone
(Required)
Number of Employees
(Required)
Estimate ERTC Recovery
Estimated Federal Taxes Paid Over Last 3 Years
(Required)
Select Other NSMG Services That May Interest You
Pro-Active Tax Planning
Key Man; Executive Bonus; and Buy-Sell Life Insurance
Premium Finance Asset Purchase Program
Exit Planning
Attorney Drafted Estate Planning Documents for All 50 States
Business Loans for a Number of Business Needs
Business Brokering with National Co-brokering Capability
An Independent Audit & Analysis of Employee Benefits with an Average Cost Reduction of $75.00 to $100.00 Per Employee Per Month
Executive and Team Business Coaching
Bookkeeping Services on a National Level
Concierge Service for CPA’s
Select All
(Select Any or All)
Approved Contact Name
(Required)
Date
(Required)
MM slash DD slash YYYY
