Your Bookkeeper should have access to all of the information required to calculate your legal ERC claim accurately. They will have access to your financial reports, payroll records, and PPP loan forgiveness documents.
The Million Dollar Question is. . . Do They Have Enough Time?
Do they have the time to read the text of the American Rescue Plan Act of 2021 and its referenced laws such as the CARES Act, Families First Act, Payroll & Healthcare Enhancement Act, PPP Payroll Flexibility Act, and the Consolidated Appropriations Act?
Time to read the IRS interpretations and FAQs? And cross-reference those definitions with that of PPP, which was defined separately and differently in the Small Business Administration's Bulletins and IFRs?
Do they have the time to ensure eligibility determination accuracy, maximize your computation, and create the supporting documentation required to support an IRS audit of employer taxes?
So far, we have not found a bookkeeper who can handle all of this while also handling day-to-day bookkeeping. Take them up on their offer if yours can. We'd be delighted to take another look.