
Please provide January – June 2020 accounting detail by August 7, 2020

Please include documentation for any #loans, #grants or other programs such as the #EIDL Loan / EIDL Grant / #PPP Loan / etc.

PLAN MOVING FORWARD IN 2020


Provide July – September #accounting detail by October 31, 2020

Review #payroll throughout the year, if applicable

Personal #Tax Projections / Business Tax Projections, if applicable

Review programs to assist with coronavirus – payback terms, forgiveness issues, etc.

Determine if bonus payrolls and other tax planning techniques will need to be utilized
#CataldoFinancial #taxprofessionals #taxplanning #cpa #cpas #dentalcpas #2020timeline #businessupdate #buckscountycpa #jamisoncpa