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All Forum Posts by: Jason Chase

Jason Chase has started 1 posts and replied 4 times.

Post: Need CPA to Certify My P/L for Real Estate Purchase

Jason ChasePosted
  • Investor
  • Dallas, TX
  • Posts 4
  • Votes 0

@Ashish Acharya I sent them a one page P/L with revenue, expenses and profile charted out for each month.  They said the CPA can submit the same thing but it has to come from a CPA and on their letterhead.

Post: Need CPA to Certify My P/L for Real Estate Purchase

Jason ChasePosted
  • Investor
  • Dallas, TX
  • Posts 4
  • Votes 0

@Christian Stoecklein Thanks, I had a feeling this would be a headache.  I've never had a lender not accept the P/L I provide.  It's pretty easy to see it lines up with my bank statements.  This is not for a commercial property.  It's actually for a primary residence but I have 10 rental properties.

Post: Need CPA to Certify My P/L for Real Estate Purchase

Jason ChasePosted
  • Investor
  • Dallas, TX
  • Posts 4
  • Votes 0

I'm trying to finalize a purchase but underwriting is not accepting my profit/loss statement and says it has to be certified by a licenced CPA. I need a CPA who can get me a quick turnaround.  This would be for 2020 and 2021 until June.  I have all records to sustain P/L.  Just tell me what you need and I will deliver it to you in the desired format.

Post: DFW Investors Happy Hour Meetup

Jason ChasePosted
  • Investor
  • Dallas, TX
  • Posts 4
  • Votes 0

Can't make this one but would be interesting in the next one.