Nelson Tax Accounting, Ltd
Custom Tax Service
New York, NY
Christine Z. Freeland, CPA, PC
Both examples, above, are excellent. As a tax preparer , you are not in the position to verify anything other than the fact that you prepared the tax returns using information that was provided by your client. Any other statement would place you...
First get your client to sign the Release as required by 7216
Here is one example
I am writing to you at the request of Mr.& Mrs. ____________________.
The purpose of this letter is to confirm toyou that I prepared the 20XX federal income...
Welcome to tax talk. Because 10/15 is over, some may be taking the weekend off. So don't get discouraged by the lack of response.
If the lender is asking you to confirm that he is self-employed. As a CPA, I won't "confirm" that someone is...