Payroll Protection Program Consulting Packages

You received a loan from the Paycheck Protection Program (“PPP”) What’s Next?

Time to ask for Loan Forgiveness?

If your business received a Paycheck Protection Program (PPP) loan, now is the time to begin planning how you will allocate expenditures and carefully document spending to ensure you receive maximum loan forgiveness. We have designed consulting packages to help you navigate the non-intuitive, and sometimes inconsistent guidance supplied by the government.  You will receive the most up-to-date information, along with our analysis, tools and personal consultations to help you step-by-step through the loan forgiveness process. Zelin & Associates CPA consultation services are delivered in three parts:

Part 1: Upon Engaging Zelin & Associates CPA for Loan Forgiveness Services

  • Review all the information you supplied to obtain your PPP loan,
  • Schedule a consultation to review loan forgiveness requirements and methods that can be utilized to track the use of loan proceeds for allowable expenditures. At this time, we will discuss planning opportunities for maximizing loan forgiveness,
  • Provide you with on-going consultation regarding loan forgiveness as needed during the covered period and alternative payroll covered period.

Part 2: Strategy and Consultation

  • Provide guidance regarding maintaining files and supporting documents for loan expenditures.
  • Analyze your past expenditures and anticipated future expenditures.
  • Assist you with questions regarding rules and loan forgiveness calculations.

Part 3: Completing the Loan Forgiveness Application

  • Work with you to assemble the necessary supporting documentation and assist with the calculations necessary to substantiate PPP loan forgiveness,
  • Before you submit your application, we will meet to review the final draft of your Paycheck Protection Program Loan Forgiveness Application to ensure each section is filled out to maximize the amount of loan forgiven.

The “Self Employed” Package

For folks (or single-member LLC owners) that file schedule C and had no employees in 2019.

$700

Package Includes:

  • A personal consultant to confirm your PPP loan details,
  • Discuss the rules for loan forgiveness and prepare sample forgiveness planning calculations based on your situation,
  • Provide interpretation of SBA and Treasury guidance specific to your business,
  • Discuss supporting documents needed for your Loan Forgiveness Application,
  • Assist you with filling out each section of the online Loan Forgiveness Application.
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The Small Business Package

For Sole Proprietors or Single-Member LLCs, Partnerships, C Corporations, S Corporations, and LLC’s that have employees.

$2,500

Package Includes:

  • A personal consultant to confirm your PPP loan details,
  • Discuss the rules for loan forgiveness and prepare sample forgiveness planning calculations based on your situation,
  • Provide interpretation of SBA and Treasury guidance specific to your business,
  • Assist you with supporting documentation needed for your Loan Forgiveness Application,
  • Analysis of completed loan forgiveness calculation without documentation,
  • A personal consultant to assist you step-by-step while you fill out each section of the online Loan Forgiveness Application before submission.
  • Formulation of key assumptions by which we will fill out the Loan Forgiveness Application.
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The Prime Package

Provides unlimited consultation on all Payroll Protection Program-related matters.

$4,000

Package Includes:

  • Typically for corporations, “S” corporations and partnerships with ten or more employees, it includes all the services provided in the Small Business Package and unlimited consultation with the firm’s management.
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