Completing this form will allow The Lozano Law Firm and its attorneys to act as your designated Agent for purposes of assisting you/your business with the loan application process. You understand that we cannot charge you a fee for acting as your Agent but that we will be compensated through the SBA program that pays fees for lenders to service these loans and that compensation will be shared with The Lozano Law Firm.
-2019 Fed Tax Return for the operating company, if available. If not, 2018.
-2019 Year End Financial Statement (P&L and Balance Sheet)
-Last 4 quarters payroll tax form 941
You agree to the terms above and acknowledge that your business is or will be a client of The Lozano Law Firm. Everything you share with us remains strictly confidential and we will not share it except to pursue your SBA loan as agreed after consultation with you. Further details about the scope of services will be discussed with and provided to you. Due to the expected volume of demand for this service, you authorize us to use our discretion on how to prioritize our time and efforts among all requests. We will inform you by email if and when we can commit to submitting your application. Let’s get started!!