Basic Business Return - Amendment

From 2018-current- Total gross income for each year *

What Years tax return were file between 2018-2019 *

Total savings in checking and savings *

Total amount in sticks *

Total silver *

Total CD *

From 2018-current- Total gross expenses for each year *

Total account value 401k *

Total amount in mutual funds *

Total gold *

Cash value life *

Term life *

Upload ID

PDF, PNG, JPEG or JPG

Upload 2021 tax return

PDF, PNG, DOCX or DOC

Upload 2019 tax return

PNG, PDF, JPEG, JPG, DOCX or DOC

Upload social security card

PDF, PNG, JPEG, JPG, DOCX or DOC

Upload 2020 tax return

PDF, PNG, JPEG, JPG, DOCX or DOC

Upload ytd profit and loss

PDF, PNG, JPEG, JPG, DOCX or DOC

Full Name

Phone *

Email *

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from Generational Wealth Team. Message frequency varies. Message & data rates may apply. Text HELP to (844) 902-3902 for assistance. You can reply STOP to unsubscribe at any time.