Thank you for your submission!
Please provide us with the following items for our review
Personal:
1. Copies of your most recent Personal Federal and State tax returns
2. Copies of all trust documents, if applicable
3. Most recent personal financial statements, if available
Corporation/Partnership/LLC:
1. Copies of most recent Federal and State tax returns for all legal entities.
2. Most current Financial Statements for all legal entities and any business plans or financial projections
3. Copies of Operating Agreements for all Legal Entities
