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!