Eligibility Questionnaire for STC

    Welcome to Occams Advisory Self-Employed Tax Credit (STC) Platform.

    The Self-Employed Tax Credit platform is designed to help you compliantly, securely, and easily claim your Self-Employed Tax Credit as provided through the FFCRA and ARPA.

    This refundable tax credit is worth up to $32,220, and our clients receive nearly $10,000 on average.

    The following questions are designed to determine if you are likely eligible for the credit. If you are, you will be taken to our Client Portal to upload the necessary documentation to claim the credit.

    To assist you in this process, please have your tax filings from 2019, 2020, and 2021 handy, including any additional 1099 or W2 forms.


    • One-time Administrative Fee of $99 after determining eligibility
    • 20% of the Self-Employment Tax Credit amount due upon filing


    Occams Advisory helps individuals and businesses with tax strategies to ensure they’re not leaving the IRS a tip. With over a decade in business, and over a century of combined experience, in Tax Advisory, our experts are well-versed in the tax code to ensure maximum savings and compliance.

    For any questions, issues, or support, please contact us at stc@occamsadvisory.com


    Question 1 of 5

    In 2020 or 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 2020 or 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. YesNo

    Did you have positive net earnings in your Schedule SE for either 2019, 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 2020 or 2021 due to COVID-related issues? Unsure? 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”. YesNo

    Question 5 of 5

    Were you also a W-2 employee in 2020 or 2021? Unsure?

    Click here to learn more about W-2 forms. YesNo

    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. YesNo

    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?

    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?