Complete the intake form

Upload documents

AFTER SUBMITTING THE INTAKE FORM

Upload the following documents

(PLEASE NAME YOUR FILE WITH YOUR NAME, ENTITY NAME, AND TITLE OF DOCUMENT SO THAT WE CAN MORE EASILY FILE THE INFORMATION)

Drivers License

Front and back, or text to 248-990-8369

Voided Check

Copy of a check from your business account, or personal if no business account

Payroll Records from 1/1/2019 through 03/31/2020

1. COMPLETED APPLICATION

2. Payroll records for January 2019 through March 2020, including any of the following available documents:

Business

  • 941’s for each quarter
  • 2019 940
  • 2019 W3 and W2’s
  • Payroll register or payroll summary
  • Profit and loss for 2019 OR 2019 Business tax return

Sole Proprietor/Self-Employed

  • 2019 Personal Tax Return
  • 2019 Profit and Loss or 1099-MISC
  • 2019 Schedule C or K-1
  • List of payments to you