Thank you for Booking! Call Us Now To Schedule An Appointment! +1 956-233-7841 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 statementsProfit & Loss StatementBalance SheetCash Flow StatementIf 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! Haven't scheduled a meeting yet? Schedule a free zoom strategy session below! We’ll show you how much you can save in taxes this year. It’s FREE!