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Provides a snapshot of your business’s financial condition, including assets, liabilities, and equity.
Cash Flow Statement: Shows the flow of cash in and out of your business.
Tax Returns
Personal Tax Returns: Typically required for the past 2-3 years.
Business Tax Returns: Typically required for the past 2-3 years.
Bank Statements
Recent Bank Statements: Usually for the past 6-12 months to show cash flow and account activity.