Tax Preparer Letter Verfiying Ownership Percentage

[Zach Bosson]

I’m looking for a brief letter verifying the ownership percentage of a client who files a Schedule C business in order to meet an underwriting requirement for a recently closed loan.

The client self-prepares their taxes, and because our loan type didn’t require tax returns and disallow their submission as proof, we require a CPA or tax preparer to review and confirm ownership percentage.

Thank you,