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Client Questionnaire

Part 1: Company Information

Do any employees have Employee Pre-Tax Health expenses deducted from their gross wages?

Part 2: Eligible Employer Test
***Please skip this section if you have or will provide item (Gross Receipts) from the Standard Documentation Request***

Was your business considered "essential" and deemed allowed to maintain all operations?

Part 3: PPP and Other Information

Did you take a 1st Draw PPP Loan? (If "Yes" how much?)
Did you take a 2nd Draw PPP Loan? (If "Yes" how much?)

Part 4: Startup Companies Only

Did your company start after February 15th 2020?
Are total gross receipts for the 3-taxable-year under $1,000,000?

Thank you for completing the questionnaire, we will be contacting you soon to expedite your refund.

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