What is the Employee Retention Credit?
The Consolidated Appropriations Act (CAA), passed in December 2020, changes and updates to the prior economic relief legislation for COVID-19. The CAA clarifies and expands the Employee Retention Credit that was created by the CARES Act. All employers should review this legislation change to see if their 2020 payroll costs may qualify and review their situation to see if they can qualify for 2021.
Refunds may be available for $5,000 per employee for 2020, and potentially $14,000 per employee for 2021.
Do You Qualify?
The criteria for the 2020 & 2021 Employee Retention Credit is different. Use our self-assessment tool below to get started. If you meet the criteria, click the light blue buttons below to connect with our team of CPAs and advisors to determine your maximum tax refund amount.
Economic Relief Expertise
2020 Employee Retention Credit Self-Assessment Tool
Use this self-assessment tool to help you understand the requirements. Click below (begin at Q1), and follow the instructions to see if you qualify.
YES – Continue to Question #2
NO – You do not qualify for the 2020 Employee Retention Credit
YES – You may qualify.
NO – Go to question #3.
YES – You may qualify.
NO – You do not qualify for the 2020 Employee Retention Credit.
Guidance & Support: 2020 Employee Retention Credit (ERC)
Lurie advisors are available to assist with a tax credit study and guide you on the necessary filing requirements. To find out your maximum eligible refund, click below to connect with a member of our team.
2021 Employee Retention Credit Self-Assessment Tool
Use this self-assessment tool to help you understand the requirements. Click below (begin at Q1), and follow the instructions to see if you qualify.
YES – Continue to Question #2
NO – You do not qualify for the 2021 Employee Retention Credit
YES – You may qualify.
NO – Go to question #3
YES – You may qualify.
NO – Go to Question #4
YES – You may qualify.
NO – You do not qualify for the 2021 Employee Retention Credit
Guidance & Support: 2021 Employee Retention Credit (ERC)
Lurie advisors are available to assist with a tax credit study and guide you on the necessary filing requirements. To find out your maximum eligible refund, click below to connect with a member of our team.
Your Employee Retention Credit Advisory & Support Team Leaders

Kevin Besikof
Partner, Business Valuation, Entrepreneurial Services, Litigation Support

Cory Markling
Director, Transaction Advisory Services

Chris Van Schooneveld
Manager, Business Valuation & Litigation Support

Stephanie Hartje
Manager, Business Intelligence

Julie Helms
Director, Specialty Tax Services

Michael Mondelli
Manager, Tax Services

Becky Munson
Director, YourBooks®

Amy Jongerius
Team Lead, YourBooks®

Debra Sullivan
General Ledger Associate
