Eligibility Questionnaire for STC

    Occams Advisory's Self-Employed Tax Credit (STC) Platform!

    Unlock your potential for substantial tax savings with our intuitive Self-Employed Tax Credit platform. Seamlessly designed to ensure compliance, security, and ease of use, our platform empowers you to claim your entitled Self-Employed Tax Credit, made available through the FFCRA and ARPA.

    Are you eligible? Let's find out. Our tailored questionnaire will swiftly determine your eligibility and guide you to our Client Portal, where you can effortlessly upload the necessary documentation to claim your credit.

    Click here to check your eligibility by answering the following questions..

    Prepare for success:

    Gather your tax filings from 2020 and 2021, along with any additional 1099 or W2 forms.

    Transparent Pricing:

    We offer a range of competitive pricing options designed to suit your unique needs that you can choose from.

    • 20% of the Self Employment Tax Credit amount upon computation completion.
    • 25% of the Self Employment Tax Credit amount upon the credit being issued.
    • Get funding up to the tax credit amount with Finturf financing. 20% of the tax credit due upon computation completion.

      • Note: 550+ FICO Score required for financing

    Discover the possibilities: a refundable tax credit of up to $32,220 awaits with our clients averaging nearly $10,000 in returns.

    Expert Guidance:

    At Occams Advisory, our seasoned team boasts over a decade of experience and a wealth of tax expertise. We guarantee to maximize your savings while ensuring full compliance with the tax code.

    Experience tax optimization like never before. For inquiries, assistance, or support, reach out to us at stc@occamsadvisory.com. Get started today and pave the way to financial empowerment with Occams Advisory!

    Question 1 of 5

    In 2021, were you ever self-employed? This includes any work as a sole proprietor, 1099 contractor, freelancer, single-member LLC, gig worker, etc.

    Question 2 of 5

    Did you file a Schedule SE (Self-Employment Tax) form with your tax returns in 2021? Often times this form is generated for you, especially if you received a 1099 or filed a Schedule C.

    Learn more and how to find it.

    Did you have positive net earnings in your Schedule SE for either 2020 or 2021? This can be found in line 6 of your Schedule SE. If this line is blank or has a negative amount, select No.

    Question 3 of 5

    Did you miss self-employment work in 2021 due to COVID-related issues?

    Click here for examples

    Did you file for Unemployment benefits for the same period?

    Question 4 of 5

    Have you already filed for Sick and Family Leave days for either 2020 or 2021?

    Still unsure? Check your Form 1040 in 2020 and 2021. If line 31 is blank or has $0, select “NO”.

    Question 5 of 5

    Were you also a W-2 employee in 2021?

    Click here to learn more about W-2 forms.

    Did the W-2 issuing employer provide you with sick or family leave?

    Did they file this leave with the IRS on your behalf? Here is where you can quickly check

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    Self Employed Income (Line 6 of your Schedule SE of 1040)

    Sick/Family Leave Tax Credit

    How many days were you unable to work due to government shutdowns, quarantine, isolation orders, and/or a COVID-19 diagnosis or symptoms? (Maximum of 10 Days)

    How many days were you unable to work caring for: (1) anyone subject to government ordered or medically advised quarantine related to COVID-19, and/or (2) a child whose school or place of care was closed due to COVID-19? (Maximum of 50 & 60 Days respectively)

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