Tax Forms and Helpful Documents

Below are some common tax forms, publications, and guidelines that may assist you with tax planning and preparation. We have also provided a “Recommended Reading” section pertinent information, news and laws that could potentially affect your tax obligations and how you file. If you have any questions please call us at (904) 633-9222. We hope you find this information informative and helpful. Thank you for visiting Wilmoth & Associates, P.A.

COVID-19 Information:

• Wilmoth & Associates – COVID 19 – Update 1 – Business Continuity Plan
• Wilmoth & Associates – COVID 19 – Update 2
• Wilmoth & Associates – COVID 19 – Update 3
• The IRS Coronavirus Tax Relief Website
• US Department of Labor – COVID-19 and the American Workplace
• Employee Rights Under the Families First Coronavirus Response Act
• Coronavirus (COVID-19): Small Business Guidance & Loan Resources
• The U.S. Small Business Administration Disaster Loan (Main Site)
• The U.S. Small Business Administration COVID19 Economic Injury Disaster Loan Assistance Application
• Florida Small Business Emergency Bridge Loan Program Information
• Florida Small Business Emergency Bridge Loan (Online Application)
• Florida Small Business Emergency Bridge Loan (Mail-In Application)
• Important Links From the US Treasury Regarding the Paycheck Protection Program
• The SBA Paycheck Protection Program (PPP)
• The CARES Act: Paycheck Protection Program (PPP) Guide and Checklist
• Paycheck Protection Program FAQs for Small Businesses

Recommended Reading:

• **The Tax Cuts and Jobs Act Newsletter**
• Tax Scams and Consumer Alerts – IRS
• Phishing and Other Schemes Using the IRS Name – IRS
• Suspicious Emails and Identity Theft – IRS

For Businesses:

• New Client Checklist for Businesses
• Business Documents Record Retention (Example Guidelines)

For Individuals:

• New Client Checklist for Individuals
• Personal Documents Record Retention (Example Guidelines)