Loan Assistance and Support

Seeking a new business loan or home mortgage or refinancing an existing loan or mortgage can be a difficult process. At Jeffrey Schwartz CPA PC we will work directly with your lender to provide them with all the necessary documents. We will act as a conduit between you and your lender to answer questions and gather information as requested.

During the pandemic, we provide support by assisting you with your PPP loan

Recent Assignments

Assisted retailer in obtaining $500,000 line of credit.

Obtained PPP loans for clients for Round 1 and Round 2.

Applied and received PPP forgiveness for Round 1