cpa letter for mortgage sample

CPA Letter for Mortgage: Sample and Tips to Get Approved

 A CPA letter for a mortgage can help you get approved. Here’s a cpa letter for mortgage sample and tips on how to make it.


Dear [Lender’s Name],

I am writing this letter to confirm that [Borrower’s Name] is a client of [Your CPA Firm’s Name] and has been for the past [Number of Years]. [Borrower’s Name] is seeking a mortgage loan to purchase a home and has requested my assistance in providing a CPA letter to support their loan application.

Based on my review of [Borrower’s Name]’s financial statements and tax returns, I can confirm that they are financially stable and have a good credit history. [Borrower’s Name]’s annual income is [Annual Income] and they have a net worth of [Net Worth]. They have consistently paid their taxes on time and have no outstanding tax liabilities.

I have reviewed the financial information provided by [Borrower’s Name] and can confirm that it is accurate and complete to the best of my knowledge. I have no reason to doubt the validity of the information provided.

Please do not hesitate to contact me if you require any further information or clarification. I am available to speak with you at your convenience.


[Your Name]

[Your CPA Firm’s Name]

[Your Contact Information]

cpa letter for mortgage sample

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