Information We Need for Solutions Meeting

Thank you for talking with me. Per our discussion, please upload your tax documents for our review.
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    Accepted file types: jpg, pdf, xlxs, Max. file size: 30 MB.
      Please upload your last filed tax returns for all business, and individual for all owners. If you have a YTD P&L and balance sheet please provide that as well. Once we receive your information we will reach out to you to schedule a Solutions zoom meeting.
    • Max. file size: 30 MB.
    • Max. file size: 30 MB.
    • Max. file size: 30 MB.
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