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Annual Reviews

Each year, SBA borrowers are required to provide updated financial information. Please add a reminder to your calendar and send the following information to [email protected] annually.

  • Current Year filed Business Federal tax return and/or extension filing
  • Internally prepared year-to-date Profit and Loss statement and Balance Sheet (QuickBooks or equivalent)
  • Business Debt schedule
  • Accounts Receivables/Payables Aging (if applicable)
  • Current Year filed Personal Federal Tax Return w/All schedule K-1’s for all affiliated entities
  • Personal Financial Statement/SBA 413 (must be signed by all borrowers/guarantors)
  • W2’s for Current Year