Personal Financial Statements

A personal financial statement is a snapshot of your financial position at a point in time, and can help you obtain a loan, enter into various investment transactions, or develop financial plans and strategies for minimizing income taxes. Helping you gather and organize information, presenting it in a format universally accepted by banks, investment strategists and other financial professionals, is just one more area in which we excel.

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Comfort Letters and Third-Party Verification Requests

December 11, 2017

Mortgage brokers, lenders, health insurance providers, adoption agencies, regulators and several other third parties will often contact CPAs requesting written correspondence to verify client...

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