CPA Letter for Apartment or Home Purchase 

Letter Template

[CPA’s Letterhead]
[CPA’s Name]
[CPA Firm Name]
[Address]
[City, State, Zip Code]
[Phone Number]
[Email Address]
[Date]

To Whom It May Concern,

I, [CPA’s Name], a Certified Public Accountant (CPA), licensed to practice in the state of [State], am writing this letter to verify the financial standing of my client, [Client’s Full Name], who is currently seeking to purchase a property located at [Property Address].

I have been the CPA for [Client’s Full Name] since [Year], and I have reviewed their financial documents, including but not limited to their tax returns, income statements, and supporting documentation. Based on my professional review of the documents provided, I can confirm the following:

• Employment and Income: [Client’s Full Name] is currently employed as [Job Title] at [Employer’s Name] and has a stable income of approximately [$Amount] per year.
• Financial Health: [Client’s Full Name] has consistently demonstrated good financial standing with a history of timely payment of all liabilities. Their creditworthiness has been evaluated and appears to meet the criteria for loan approval.
• Net Worth: Based on the financial records I have reviewed, [Client’s Full Name] has an estimated net worth of [$Amount].

Please note that the information provided in this letter is based on the financial documentation made available to me and is to the best of my knowledge, accurate and truthful as of the date of this letter. If you require any additional information or documentation, please feel free to contact me at [CPA’s Phone Number] or [CPA’s Email Address].

Sincerely,
[CPA’s Full Name]
[CPA’s License Number]
[CPA Firm Name]

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This is just a template, and the contents can be adjusted depending on what the lender or other parties require. It’s important to ensure that all the information provided is accurate and reflects the client’s financial position properly.