⚫ CURRENT ACCOUNTING INFORMATION REQUEST ⚫
🔴 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
Questions? Contact us: jpcatcpa.com // 215.491.9566
#CataldoFinancial #taxprofessionals #taxplanning #cpa #cpas #dentalcpas #2020timeline #businessupdate #buckscountycpa #jamisoncpa