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He also advises that individuals can technically handle the process themselves but warns that the paperwork is complex. The ERC legislation spans over 280 pages, and navigating it without expert help is akin to defending oneself in a complex legal case—possible but risky.
The Simple Path to Claiming Your Money
So, how does a business owner begin? Josh outlines a straightforward process:
Visit the provided link and complete a brief questionnaire (about 5-10 minutes).
Upload required documents securely—such as payroll reports, PPP loan info, and IRS filings.
Receive a preliminary assessment—sometimes within two weeks—indicating eligibility and estimated refunds (e.g., "You qualify for $220,000").