CPA Letter Services

Is your bank, lender or anyone else asking for your CPA to confirm something specific?   

This is called a “CPA Letter” and is a way for the 3rd party/bank/etc to become more comfortable with the transaction after they’ve had a 3rd party CPA verify some of the information.  

Our CPA Letter service, also known as a comfort letter or income verification letter, was created to help with this scenario. 

One the form below is completed, we verify the details requested with the provided information,  we go through the required processes by the AICPA to prepare a valid CPA letter.   

The letters are prepared by our certified public accountants and often confirm amounts reported on tax returns or financial statements, they can confirm amounts in bank accounts, verify state or other business formation documents to confirm history of business ownership, or many other scenarios.  

Here’s what our CPA Letter service involves:

  • Detailed Review: We provide a thorough and reliable review of the requested information. This service can support your bank’s or lender’s due diligence and may aid in their decision-making process.
  • Transparency: While our CPA Letter offers an overview, it’s important to note that it does not guarantee the accuracy of the information provided and is not designed to detect fraud.  It is based on information provided by you, the 3rd party, or what is available publicly.  Decisions based on this letter should be made using the recipient’s own judgment and responsibility.
  • Simplified Process: At Bement & Company, we aim to make the process of obtaining a CPA Letter as straightforward and hassle-free as possible for both you and your lender.   By completing the simple form below you’ll be on your way to get your CPA letter.

Ready to obtain your CPA Letter?
Simply complete the CPA Letter Request form below, and we will respond promptly to get the process started.

 

If you have any other questions please schedule a free consult below.
We look forward to working with you!

Schedule free consultation