Thank you so much for setting up a time and a date to have a conversation with my team.
Just wanted to give you a quick heads up on some documents you’re going to need in order to make the best use of your time:
- Last 3 years’ worth of tax returns.
- Current financial statements
- Profit & Loss Statement
- Balance Sheet
- Cash Flow Statement
If you have questions, feel free to reach out to our office at (956) 233-7841. We’d be happy to help you.
Looking forward to our meeting!
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