Concepts CPA

A CPA Letter is a professional letter that a Certified Public Accountant prepares to confirm specific financial information based on records they have reviewed. Individuals, business owners, lenders, landlords, financial institutions, and other organizations may request this type of documentation when they need professional confirmation of financial information.

A CPA Letter does not follow one universal format. The purpose and requested information determine what the CPA includes in the letter. A CPA may verify information related to income, business activity, financial records, expenses, or other details that the CPA can support through available documentation.

Understanding how a CPA Letter works can help you prepare the right records and communicate your requirements clearly to your CPA.