Business
How to Get a CPA Letter: What It Can Confirm
Get the exact wording from whoever is asking, then go to the CPA who prepares your returns with…
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CPA Letters for Lenders, Underwriters & Third Parties
When a lender, landlord or consulate asks for a letter from your CPA, we write it — stating only facts we know from work we performed, signed by a licensed CPA.
- Signed by a licensed CPA
- Worded to the request
- Your written consent
Letters we write
Four kinds of CPA letters.
Each page explains exactly what we can confirm.
Mortgage & comfort letters
For self-employed borrowers.
Income & self-employment
For landlords, consulates and lenders.
Business & P&L verification
Existence, ownership and P&L options.
Other requests
Tell us the wording; we’ll confirm if we can help.
Letters state only facts within our knowledge from services we performed. Not an audit, review or compilation; no assurance about future income or solvency.
Clear limits
What a CPA letter can and cannot say.
These limits protect you, your lender and us.
We can confirm
- That we prepared or reviewed your returns for named years
- Figures as reported on returns we prepared
- How long we have provided services to you
- Your business’s legal name and entity type, from our records
- That you hold the ownership stated in documents we reviewed
No CPA should sign
- That you can afford a loan or will repay it
- That using business funds won’t harm the business
- Future income, profits or solvency
- Facts we didn’t verify through our own work
- Anything “certified”, “guaranteed” or “verified as accurate”
Request a CPA letter
Three steps to request a letter.
Tell us who is asking, share documents through the secure portal and give written consent. We'll reply with scope and a quote.
Never enter an SSN, EIN, ITIN, date of birth or account numbers here.
New to NexusWorks?
Can you write a letter if you’re not my CPA yet?
A CPA letter can only state facts from work we performed. New clients usually start with an engagement — such as preparing or reviewing tax returns — that gives us the knowledge a letter requires.
Oct 28, 2026CPA Verification Letter
How an engagement works
Four steps, clearly defined.
- 1
Tell us who is asking
Share the requester and their exact wording.
- 2
Upload securely
Instructions and returns go through the client portal.
- 3
Consent & quote
Written consent, then scope and a quote.
- 4
Signed letter
A letter stating facts from work we performed.
Licensed CPA sign-offEvery report and letter
AICPA standardsSSARS and SSAE, cited by number
Independence firstConfirmed before we accept
Secure portalDocuments never sent by email
FAQ
Frequently asked questions.
Reviewed by the NexusWorks assurance team · Last updated Oct 28, 2026
A letter from your CPA confirming specific facts known from work performed — often requested by mortgage underwriters.
We word it to the request, but acceptance is the lender’s decision.
No. Letters never address future income, ability to repay or solvency.
Yes. We need your written consent before writing to any third party.
Match your request
Tell us what was asked for.
Paste the exact wording from your lender, surety or agency. We'll tell you which engagement satisfies it — and if it doesn't fit what we offer, we'll say so.
Out-of-state engagements accepted where state rules permit.