Applying for PPP loan forgiveness – is it time? This is a question we are receiving almost daily and the answer is, “it depends.” When you apply for PPP loan forgiveness, your bank has up to 60 days to review and approve your forgiveness.  Then they send it to the SBA.  The SBA has […]

Filing 1099 Forms Between complex rules and changes in filing requirements over the years, there is a lot of confusion around 1099s.  This article covers, who is required to file 1099s, to whom they need to be issued, when they are due, and a few related resources to help you with how to file them. […]

I’m starting to hear reports of a few clients receiving EIDL loan funds from the SBA, and we are receiving questions on this program, so here are the basics: The EIDL loan proceeds are intended to pay for your normal operating costs of doing business to keep you open & in business when you otherwise […]

[Last updated 12/29 2021] In order to complete preparation of your tax return by the IRS filing deadline, please get your completed tax packet and tax information to us by these dates: Information regarding extensions will be posted here in February.  Please check back then. * The April 15 deadline is for non-profits with the […]

 – Instructions:  E-signing Documents #1) You will get an email from no-reply@officetools.com with a link to create a pin     #2) When you click on that link you will see this screen. (Your PIN can only be digits not letters.)     #3) If it worked, you will see this screen:     #4) […]

There have been a few significant changes in some of the rules on the PPP loans and stimulus payments, that I thought it prudent to send out the overview below.  I wish I had more clear, definitive information to share.  Unfortunately, even the definitive statements published by the IRS are subject to change. Siobhan   […]