CPA Verification Letters

CPA verification letters are often requested during lending, housing, financing, underwriting, or business documentation processes.

A letter may be requested to help verify:

• Self-employment status
• Business ownership
• Income information
• Business income
• Professional status
• Tax return preparation history
• Other information supported by available records

Each request is reviewed based on the specific wording requested, the records available, and whether the letter can be provided appropriately.

• Income verification letters
• Self-employment verification letters
• Business ownership verification letters
• CPA letters for mortgage or lending requests
• CPA letters for rental or housing applications
• CPA letters for agency or third-party requests
• Letters confirming tax return preparation when appropriate
• Other verification letters supported by client records

CPA verification letters must be based on appropriate records. Depending on the request, supporting documentation may include tax returns, business records, income records, ownership documents, financial statements, or other relevant information.

Proper documentation helps ensure the letter is accurate, limited to supportable facts, and appropriate for the request. Snedeker Financial Solutions reviews each request carefully before determining whether a letter can be issued.

• Review of the third-party verification request
• Review of available supporting documentation
• Income verification letters when appropriate
• Self-employment verification letters when appropriate
• Business ownership verification letters when appropriate
• CPA letters for lenders, underwriters, landlords, agencies, or other third parties
• Communication regarding what can and cannot be stated in the letter
• Preparation of a professional CPA letter based on supportable information