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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.

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