The Wozny Tax Co.
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Bank Financing


Need money to grow your business?
It pays to be prepared and organized in your approach for financing. Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! 

Our proposals have a high likelihood of success because they are created from the lender's perspective. Put your best foot forward by allowing us to prepare a winning loan proposal for you. You get the money you need because we know exactly what banks want to see. 

Our winning loan proposals come complete with...
  • Executive Summary: Where we concisely state the purpose of the loan, the exact amount of money required, an explanation of what the loan will be used for and why it's needed.
  • Pro-forma Cash Budgets and Financial Statements: We use your data and underlying assumptions to prepare information that your banker can easily read and buy in to.
  • Owners Personal Financial Statements: We make copies of the last 3 years of personal tax returns for the bank as well as identify the collateral being pledged as security for the loan.
  • Representation: We help substantiate your financial needs/position to your banker in person.

  • Home
  • Tax Updates
  • About the Firm
  • Why Wozny Tax Co
  • Services
    • Tax Preparation
    • Tax Planning
    • Tax Issues
    • Small Business Accounting
    • Quickbooks Services
    • Payroll
    • Audits
    • Bank Financing
    • Strategic Business Planning
    • New Business Formation
    • Non-Profit Organizations
  • Deductions
  • Contact
  • Client Forms
    • Upload Files