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Coronavirus Business Assistance

Traphagen CPAs & Wealth Advisors is working with clients to navigate the challenges presented by COVID-19 and to take advantage of the opportunities available through the CARES Act.

We have outlined below some COVID-19 key areas where we can assist you!

  • Maximize Loan Forgiveness for SBA PPP Loan Proceeds

  • Assist Clients with Tracking & Calculating Qualified Costs for SBA PPP 7(a) PPP Loans Up to $10M and SBA EIDL (b) Disaster Loans Up To $2M

  • Obtain Refunds from NOL Carrybacks from Previous Tax Years

  • Recovery Rebates on Personal Tax Filing

  • Payroll Tax Deferrals & Employee Retention Credits

  • Retirement Withdrawals Tax Relief up to $100K

  • Reallocating Securities to Take Advantage of Market Dislocations

  • Providing Investment Advice & Re-calibrating Financial Plans

  • Providing Guidance for Estate Plans

  • Providing Cash Flow Analyses

Our team is always ready to help.  If you have any questions about the above services or how they can be applied to your particular situation, please contact our office.