How It Works

1. Eligibility Questionnaire

We start with a simple questionnaire to understand your situation and determine if you likely qualify for these valuable credits.

What Happens:

• Complete a brief series of questions about your past work status

• Provide information about COVID-related work disruptions you experienced

• Answer questions about dependent care and child care

Why This Matters: This step helps us quickly identify whether you may be eligible for significant tax credits and estimate the potential value before proceeding further.

2. Identity Verification

Protecting your information is our priority. We use secure identity verification to ensure your tax information remains safe.

What Happens:

• Complete a secure identity verification process

• Confirm your personal information through encrypted channels

• Establish secure access to your client portal

Why This Matters: Identity verification protects your personal and financial information throughout the process and complies with bank level security requirements for tax-related services.

3. Gather Your Tax Information

We securely retrieve your tax information on your behalf, making this step quick and effortless for you.

What Happens:

• With your permission, we securely access your tax information directly from the IRS

• The process takes just 1-2 minutes of your time

• No need to search for or upload tax documents yourself

• All data is transferred through encrypted, secure channels

Why This Matters: Having accurate tax information is essential for calculating your eligible credit amount. Our secure retrieval system eliminates the hassle of finding and uploading documents while ensuring we have exactly what we need to maximize your credit claim.

4. Calculate Your Exact Credit

Our specialists determine exactly how much credit you're entitled to based on your specific situation.

What Happens:

• We analyze your self-employment income to determine your average daily rate

• Calculate your eligible credit based on qualifying circumstances and days

• Apply the correct credit rates for sick leave (up to $511/day) and family leave (up to $200/day)

• Determine your total eligible credit amount according to IRS guidelines

Why This Matters: Tax credit calculations for these specific credits are complex and often overlooked. Our precise calculations ensure you claim exactly what you're entitled to—no more, no less.

5. Help Complete Your Tax Forms

We help complete all the necessary tax forms required to claim your credits properly.

What Happens:

• Create your Form 7202 (Credits for Sick Leave and Family Leave for Certain Self-Employed Individuals)

• Prepare your Form 1040-X (Amended U.S. Individual Income Tax Return)

• Generate any additional required documentation

• Provide clear instructions for reviewing and signing your forms

Why This Matters: These specialized tax forms must be completed correctly to claim your credits. Our expertise ensures your forms meet all IRS requirements, reducing the chance of processing delays or rejections.

6. Track Your Credit

We help monitor the status of your credit claim through the IRS processing system.

What Happens:

• Provide guidance on proper submission of your forms

• Track your credit’s status through the IRS system

• Monitor processing timelines and status

• Keep you informed about the progress of your claim

• Alert you when your credit has been processed

Why This Matters: IRS processing of amended returns typically takes several months. Our tracking system helps you stay informed about your claim's progress and alerts you to any issues requiring attention.

We may follow up with you by phone and text pursuant to our privacy policy. By signing up, you agree to our terms and conditions. 

The button above will take you to a questionnaire to start your claim.