I’m finalising a mortgage application and the lender has asked me for a formal CPA letter. The document must:
• Be issued on your firm’s letterhead and signed by a licensed CPA • Confirm my current employment status and explicitly state that I am self-employed, including the exact dates my self-employment began and continues to the present • Contain your contact information so the underwriter can follow up if needed
No income figures are required—this letter is strictly for employment and self-employment date verification to satisfy the loan underwriter’s checklist. I will provide any supporting documents you need (articles of incorporation, tax returns, etc.) as soon as we start.
Please let me know your turnaround time and any additional details you require before drafting the letter.
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