Work With Us
Please fill out the form below to initiate the process. If you have any questions, feel free to reach out to us.
Documents Requested:
Business Documentation
- Business formation documents (complete filing packet)
- EIN confirmation letter (SS-4 or IRS notice)
- Certificate or Letter of Good Standing
- Operating Agreement
- Articles of Organization
Personal & Financial Documentation
- Your three most recent personal credit reports (not sourced from Credit Karma)
- Most recent bank statements for all accounts, clearly labeled by account type, including:
- Personal Checking
- Business Checking
- Savings Accounts
- Retirement Accounts (e.g., IRA, 401(k), etc.)