* Employee Payroll Summary for each pay period in 2020 and 2021 including Pay Date, Name, and Gross Pay in Excel format.
* Form 941 for each Quarter of 2020 & 2021 (8 documents).
* If the company received PPP assistance, provide Form 3508 for 2020 and/or 2021.
* Quarterly revenue for 2019, 2020, and 2021 ONLY if there was a > 50% decline in revenue from 2019 to 2020 or a > 20% decline in revenue from 2019 to 2021.
* Owner Information: List Owner Names, Ownership Percentage, and any Other Companies Owned.
* List of Employees Related to any Owner (spouse, parents, children, cousins, in-laws, etc.).
* How was your business affected by COVID-19 government orders?