JD Frost- Our Process - Part 4 - Collecting Your Information
Our offerings under Regulation D Rule 506(c) are available to accredited investors only.
GENERALLY, NO SALE MAY BE MADE TO YOU IN THIS OFFERING IF THE AGGREGATE PURCHASE PRICE YOU PAY IS MORE THAN 10% OF THE GREATER OF YOUR ANNUAL INCOME OR NET WORTH. DIFFERENT RULES APPLY TO ACCREDITED INVESTORS AND NON-NATURAL PERSONS. BEFORE MAKING ANY REPRESENTATION THAT YOUR INVESTMENT DOES NOT EXCEED APPLICABLE THRESHOLDS, WE ENCOURAGE YOU TO REVIEW RULE 251(D)(2)(I)(C) OF REGULATION A. FOR GENERAL INFORMATION ON INVESTING, WE ENCOURAGE YOU TO REFER TO WWW.INVESTOR.GOV

JD Frost- Our Process – Part 4 – Collecting Your Information

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The best laid plans are ineffective if the team doesn’t have the right tools to succeed. At J.D. Frost and Company, we have an thorough checklist of documents that we collect from our clients to ensure that tax preparation and tax planning is an incredibly smooth process.