Confidential ERTC and R&D Client Form Submit 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 OwnershipOwner's Email Name First Last % of OwnershipOwner's Email Business Phone(Required)Owner's Cell Phone(Required)Number of Employees(Required)Estimate ERTC RecoveryEstimated 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 Δ
