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Lender Letter

MANY OF OUR SUBSCRIBERS HAVE TOLD US THAT THEY ARE AGAIN RECEIVING LENDER LETTERS ASKING FOR VERIFICATION OF TAX INFORMATION CONTAINED ON BORROWERS’ TAX RETURNS. WE SUGGEST THAT WHEN ASKED FOR VERIFICATION, YOU USE THE FOLLOWING SAMPLE LENDER LETTER WE HAVE CREATED WITH THE HELP OF CAMICO, A MAJOR INSURANCE CARRIER FOR CPAS IN CALIFORNIA.

To Whom It May Concern:

I prepared individual income tax returns that have included Schedules C for [INSERT NAME HERE] for [INSERT WHICH YEARS] tax years based upon information given to me by [INSERT NAME HERE]. My services to [INSERT NAME HERE] were and remain limited to the preparation of individual federal and state income tax returns from information provided to me by my client. I have not reviewed, audited, or otherwise attempted to verify any of the information given to me by [INSERT NAME HERE]. Consequently, I cannot affirm its accuracy or completeness.

Sincerely,

[YOUR NAME]

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|To download a copy of this client letter, go to: |

|spidellweb/public/editorial/LetterLender.doc |

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