Several lenders are again asking for CPA involvement in the loan approval process. Please be advised that there is a fee involved for this non-tax related service.
The AICPA prohibits any forward-looking statement related to the use of funds and its affect on a small business’s ability to continue as a going concern. Any information included in a letter prepared by this office will be to confirm that a return was in fact prepared from this office or to confirm publicly available information (i.e. incorporation date & location, shareholder name)
If you are in need of a lender letter for a purchase or refinance, please contact our office for more information.