We are currently assisting businesses like yours navigate the complicated PPP loan forgiveness process. Our clients have loans of all sizes through a variety of lenders from community banks and credit unions to large retail banking institutions.   Even if you are not a current client, we can help you develop a strategy for achieving maximum PPP loan forgiveness.  

The Process:

  • Contact us to begin the assessment.
  • First, we will have an initial discussion to gain a better understanding of your individual situation.
  • Then we will analyze, compile, and format the information and required reports with the goal of obtaining full forgiveness.
  • Finally, we will factor in other PPP-related considerations including:
    • Potential tax implications related to your PPP loan.
    • Whether you can also benefit from the Employee Retention Credit.
    • If your loan is over $2M and subject to audit, we can help you compile and complete the additional documentation required.

If you would like to discuss retaining our services to help craft your forgiveness strategy, call or email Brandon Gross, CPA or fill out the form below and he will contact you.

Let Us Help Develop Your PPP Loan Strategy

Let’s talk. We can discuss your goals and challenges then create a plan to help you.