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Bank Financing

Need money to grow your business?

Requesting a business loan often requires copies of your tax and financial information for your financial institution.  Let us help you in being prepared and organized in your approach for financing.

As a client, we will work with you and your lender to compile and assemble the required documents and information.

  • Financial Statements:  We will prepare personal/business financial statements or provide copies if previously prepared statements.
  • Lender Letters:  We will prepare a letter to your lender confirming, from tax information that you provided, that you own your own business.
  • Tax Returns:  We will provide copies of your last 3 years tax returns.
  • SBA Loans:  We can also assist you with SBA loan applications.

If you'd like to learn more about how we can help you obtain the money you need to grow your business please complete the form below.

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Please fill out this form and let us know how we can be of service. We will happily offer you a free consultation to determine how we can best serve you.

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