Links and Useful Resources

2019 Tax Organizers:   

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2019 Individual Taxpayer Organizer

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2019 C Corporation Tax Organizer

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2019 Individual Taxpayer Organizer -

Rental Property

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2019 Individual Taxpayer Organizer - 

Sole Proprietorship

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2019 LLC Tax Organizer 

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Reimbursement Template

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Expense Reminder Checklist

S-01 SBA Business Loan Application Sample

S-02 SBA Economic Injury Disaster Loan Sample

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S-03 Personal Financial Statement Sample

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S-04 Schedule of Liabilities Sample

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S-05 Form 4506-T

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CARES ACT (Loan Forgiveness pg 41)

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https://home.treasury.gov/coronavirus

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Coronavirus Emergency Loans Small Business Guide and Checklist - Payroll Cost Calculation

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Year-End Checklist

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