Bank Financing

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.