SBA Intake Information
Fill out this short form for us to start the process of onboarding you as a client. By signing this form, this signals to us that you are ready to begin the process. Do not fill out this form if you are still deciding if you would like for us to render this service for you.
Name
First Name
Last Name
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Business Phone Number
Please enter a valid phone number.
Business Email
example@example.com
Which program are you wanting to apply for? (SELECT ALL THAT APPLY)
PPP
EIDL ADVANCE
EIDL LOAN
Was your business in operation by Feb 1, 2020?
Yes
No
Did you get a PPP or EIDL advance/loan on this business already?
Yes
No
Business Structure
Sole Prop/ Independent Contractor : this is for all the doordash/uber as well
single owner LLC
multi owner LLC
Scorp or Ccorp
NonProfit
Other
Do you have employees? Employees are w2 workers not 1099.
No, it's just me
Yes, 1-5
Yes, 6-10
Yes 10+
Do you have a bank account either personal if sole prop/independent contractor/single member LLC or business bank account?
Yes, personal account
Yes, business account
Neither
How much money on estimate did your business earn in 2019? If you were not a business, how much did you make in Jan 2020?
How much did you make in 2020?
Which documents can you provide already?
Unexpired ID
Proof of bank account
2019 tax info (select if we filed ur taxes)
LLC certificate
DBA
Business License
Proof of Credit Score of over 570 (this is ONLY required for EIDL LOAN
Please upload a picture of the front of your ID and an upload of the back of your ID
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If you have any of the documents listed above, upload them here. This will help make the process go by much smoother. If not, don't worry you can add them later.
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By signing below, you give us permission to send you an email with a contract for -and then be granted permission to our client portal to move forward with the process. Your signature also designates that you understand that your submission of this form any retainer that is needed is due before any other work is done.
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