| Thanks Brian, Plan is Haytham will fly in on Friday if the airports are open. I'll get his flight info and schedule a pick up with you so you can see our "office", if you are available on Friday.
Thanks, Marcy On Feb 9, 2010, at 4:54 PM, Jackson, Brian wrote: Please leave blank as these addresses change over time. -----Original Message-----
From: Marcelyn Atwood [mailto:marcy@puckettfaraj.com]
Sent: Tuesday, February 09, 2010 3:44 PM
To: Jackson, Brian
Cc: Puckett Neal
Subject: Re: Tomorrow's Meeting (loan info) PS. What mailing address do you want the IRS to send these transcripts to? On Feb 9, 2010, at 3:40 PM, Marcelyn Atwood wrote:
Brian, Hope the snow hasn't interfered with you this week. Because of the snow, Neal's partner did not get to fly into DC this week. So I'm trying to help him and Neal fill these forms out via EMail and Fax. What does Capital One need for the 4506T? Which block? I'm assuming block 6a, is that correct. You didn't indicate what was needed in your eMail (Block 6 - 9 are blank) and for 2008 and 2007 right? The Law Firm of Puckett & Faraj, PC 2181 Jamieson Ave, Suite 1505 The information contained in this electronic message is confidential, and is intended for the use of the individual or entity named above. If you are not the intended recipient of this message, you are hereby notified that any use, distribution, copying of disclosure of this communication is strictly prohibited. If you received this communication in error, please notify Puckett & Faraj, P.C. at 888-970-0005 or via a return the e-mail to sender. You are required to purge this E-mail immediately without reading or making any copy or distribution.
On Feb 4, 2010, at 2:35 PM, Jackson, Brian wrote:
Good afternoon. My name is Brian Jackson and I am assisting Teresa with your loan request. I will be attending our meeting tomorrow afternoon. I have attached our loan application as well as the 4506T form, and a business debt schedule for you to complete. The 4506T form is an authorization that gives our auditors permission to review your tax return. We will need one for the business itself as well as one for each business owner. The business debt schedule is a listing of any debt that THE BUSINESS has. If you have any questions, please give me a call. We can assist you tomorrow with any parts you are unsure of. Also, If you could please bring with you your most recent yearâs tax return for the company and for the owners that would be helpful. We may not need that for underwriting, but it may help with our meeting. Finally, if you have an interim financial statement for the most recent month-end that would be great, too. I want to thank you for considering Chevy Chase Bank as your bank. Teresa and I look forward to working on your behalf. Have a great afternoon.
Brian Business Development Banker/Assistant Vice President â Small Business ********************************************************************** This email and any files transmitted with it are confidential and intended solely for the use of the individual or entity to whom they are addressed. If you have received this email in error please notify the system manager. This footnote confirms that this email message has been scanned for the presence of computer viruses. Chevy Chase Bank, a division of Capital One, N.A. ********************************************************************** <Capital One Business Application.pdf><4506T form[1].pdf><Copy of Business Debt Schedule.xls> ********************************************************************** Email is to be used for Chevy Chase Bank, a division of Capital One, N.A., business purposes only. Confidential information should not be sent via email as there is no expectation of privacy or integrity of the message through the Internet. **********************************************************************
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