Treasury & IRS Assistance for Individuals and Businesses affected by COVID-19

Link to Information Packet Full of Info

Dear Client, Colleague & Friends:

Being both an individual and a business owner, puts us in a very unusual situation.  Not only are we attempting to navigate the same unchartered waters you are, we are also looking for help and relief due to the COVID-19 pandemic.

To assist our clients and associates wondering what help is available, we have put together the attached packet of information for you to use as a reference.  It contains information about each of the programs or assistance that is available for both individuals and businesses.  There are active links, descriptions, guidelines and further instructions on how to find more information about each item.

In addition, here is a list of links that I have found useful in the research that we have done:

• What the Treasury is Doing?
• Assistance for Small Businesses
• SBA Guidance and Loan Resources
• IRS Coronavirus Tax Assistance

Please keep in mind that none of the information contained in this packet is our original work.  We have given credit on each item included and will also thank the following agencies and businesses for allowing us to use their information.

• Raymond James & Associates – Tony Iacobucci (contact info)
• KeyBank – Erik Vohs (contact info)
• The United States Small Business Administration
• The U.S. Treasury
• The Internal Revenue Service

In the meantime, we are working on different fee-based assistance packages to help our clients get through this.  For a small fee, we can assist in compiling your information necessary for an efficient and thorough application with an SBA Preferred lender or other trade organization/government agency that is offering application-based assistance.  Call or email us if you have any questions.

Jason L. Crace, CPA                     Savilla K. Beam , CPA