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Khela Financial Solutions Credit & Lending Readiness Intake

Client Information This helps us match your credit strategy with your financial and tax goals

Full Name

Email Address

Phone/Mobile

What state do you currently live in

Have you worked with a CPA before

Have you worked with a CPA before
A
B

Credit Profile Snapshot

What is your current credit score range

What is your current credit score range
A
B
C
D
E
F

Do you currently have any collections, charge-offs, or errors on your credit report? If yes, briefly describe

Have you ever disputed a credit item before?

Have you ever disputed a credit item before?
A
B

Do you currently monitor your credit

Do you currently monitor your credit
A
B

Which Service do you use?

Upload your reports

What is your main goal?

What is your main goal?
A
B
C
D
E
Untitled multiple choice field
A
B

Disclaimer: Khela Financial Solutions LLC provides credit education and CPA-guided financial strategy. We do guarantee specific credit score increases or credit approvals. All recommendations are part of a broader tax and financial strategy and are not a substitute for legal advice. Credit improvement results vary based on individual financial history and client participation. All information submitted is confidential and handled in compliance with IRS regulations, the Fair Credit Reporting Act (FCRA), and professional CPA ethics standards.

Disclaimer: Khela Financial Solutions LLC provides credit education and CPA-guided financial strategy. We do guarantee specific credit score increases or credit approvals. All recommendations are part of a broader tax and financial strategy and are not a substitute for legal advice. Credit improvement results vary based on individual financial history and client participation. All information submitted is confidential and handled in compliance with IRS regulations, the Fair Credit Reporting Act (FCRA), and professional CPA ethics standards.