The Pre-qualification Process, in detail
EIDR Qualification Questionnaire
Here, we’ll determine how you qualify for up $15K in Relief Grants, based on your responses to our prompts.
Our proprietary process verifies how your business operations activity, address and accounting meet gov't requirements for relief.
You may get a quick prequalification from us, unless we need to request more info from you to verify your identity and income.
Prequalification Preview Conference Call
Only if we determine how you qualify, you'll be offered an opportunity to schedule a Prequalification Preview Conference Call ($180 Non-refundable Deposit Required). If we do not determine how you qualify, then you do not pay anything!
Here, we’ll discuss your Economic Injury Disaster Relief Claim; specifically, how we determined that you qualify and any remaining requirements in order for us to begin your Claim Prep.
EIDR ClaimPrep
Here, we’ll prep and e-file your Disaster Relief Claim for up to $15K in Relief Grants. We’ll provide you with evidence of acceptance of the electronic filing, unless paper filing or other arrangements are agreed.
Tax Return Review
We’ll pull your Tax Return and Wage Transcripts from the IRS, on your behalf. We’ll use the data to support your claim, and as applicable, offer you Creative Construction.
Creative Construction
We’ll compile and/or reconstruct estimates of the Tax-basis Financial Statements required to support your claim, where actual data is not available, in accordance with IRS Guidelines for Reconstruction.
Claim Review: Service & Support
Here, we’ll work with you to respond to any and all requests regarding your Disaster Relief Claim. Most requests require a simple response, and we include simple responses, at no additional cost to you.
Tax ReturnPrep
Here, we’ll work with you to respond to any and all requests regarding your Disaster Relief Claim. Most requests require a simple response, and we include simple responses, at no additional cost to you.
Specialized Client Compliance Services
For those who choose to apply for and accept EIDR Loan, the gov't requires certain compliances from you. In order to help you meet these measures, we offer:
Credit Cleanup; Here, we request that the Big Bureaus remove the personal identifiers that connect you to any bad items on your report.
Certificate of Compliance Prep; Here, we prep and file the certificate authorizing you to apply for and accept the Gov't Issued Loan, on behalf of your business.
Business Contents Coverage Quote; Here, we request a quote from 2-3 top rated insurers to insure your Business Contents. You review their offers, then make a decision.
Non-refundable Service Guarantee
Except in “Special Circumstances” identified in an addendum to this agreement, we request payment for our service only after its completion; therefore, we issue no refunds. Instead, if a paid-in-full service fails to meet minimum standards, as agreed, we will apply up to two additional preparations and filings at no cost to you. This essentially allows Year Round Financial to guarantee our service with up to two no cost revisions! In order to qualify, you must not have previously applied for relief, and the adverse determination must be based on an error or omission of our fault.
Referral Rewards
Get up to $100 for each of your qualifying family and friend referrals to us. As a bonus, the preparer’s fee under this agreement will be fully discounted (or refunded if already paid) to you upon completion of five qualifying referrals to us. Other fees that are not for preparation services are not included. Registration for the Referral Rewards will be required, and made available to you near the end your engagement. A fully qualifying referral is a non-discounted, full service, paid-in-full new client.
Other Disclosures
Non Gov’t Agency nor CPA nor Attorney Disclosure: We are neither affiliated nor endorsed by any gov’t agency. We are an Independent Tax-basis of Accounting Agency. Consult a CPA for any other basis of accounting, or an attorney for their legal matters.
We Make Money: We purposely establish referral relationships that compensate us when you purchase referred products. You should assume that any and all of our services for your benefit, benefit us!
We neither offer nor guarantee a specific result: Results vary based on individual circumstances. Our service is complete upon the delivery of the completed documents to you for paper filings or our confirmation of electronic filing, on your behalf.
Mistakes may occur: Take notice that there is nothing we do or can do that you yourself as consumer cannot do equally as well, given the same access and capacities!
Non-refundable Service Guarantee: Unless specified, we request payment only after service completion; therefore, we issue no refunds. Instead, if a paid-in-full service fails to meet minimum standards, we guarantee our service with up to two no cost revisions!