Assessment Documents

*Before you begin–please make sure you are ready to upload the following documents:

Payroll documents and bank statements (required)

3 most recent bank statements *

Click or drag files to this area to upload. You can upload up to 3 files.

2019's 940 or 941 forms (All 4 quarters)

Click or drag files to this area to upload. You can upload up to 5 files.

2019 Business Tax Return *

Click or drag files to this area to upload. You can upload up to 5 files.

Drivers License *

Click or drag a file to this area to upload.

Voided Check *

Click or drag a file to this area to upload.

For requests over $150,000: Proof of 25% loss

Click or drag files to this area to upload. You can upload up to 10 files.

*If you are a sole proprietor or independent contractor using your schedule C: Please upload to the "2019 Business Tax Return" field.

60 Cuttermill Rd. Suite 204Great Neck, NY 11021