Thank you! We'll be in touch in the next 24 hours!

We are assigning a Process Manager to your application and will reach out within 1 business day to introduce themselves. If you do not hear from them, please check your spam folder .The Process Manager is responsible for gathering a number of documents. It would be helpful if you would start gathering the following:

2019 – 2021: Quarterly 941 Tax Filings
2019 – 2021: Detailed payroll summaries broken down by pay period in excel or csv (laying out employees, hours worked, pay, employee health and retirement contributions, etc.)
2019 – 2021: Full quarterly P&L Statements in Excel or CSV format
PPP Forgiveness Loan Applications (Form 3508)

They will also ask you to fill out a Business Intake Application. Please feel free to complete this at any time:

Thank you! We'll be in touch shortly.