Employee Retention Credit

Submit your ERC lead and schedule the appointment all at once by filling out the form below.


Helpful Hints:

  • A minimum of five W-2 employees or more, not counting owners or family members on payroll.

  • Submit ONE lead for multiple entity owners. You will always be credited with all associated entities.

  • If rescheduling, do not resubmit the lead, simply reschedule the meeting HERE.

  • Use the Portal to submit notes on your lead if needed.



To reschedule a meeting only, click HERE.Follow up on your referrals in the Incentax ERC Portal.
Allow 24 hours for the portal to update. Track your referral in the "Deals" section.