A CPA-signed statement of net worth for your board, landlord or lender

It is a letter signed by a licensed CPA that lists a person's assets and debts and the resulting net worth as of a stated date. It is prepared from the documents the person provides, such as bank, brokerage and retirement statements, loan statements and a credit report.

Co-op and condo boards often ask for one as part of a purchase or board package. Landlords and management companies may ask applicants or guarantors for one, and lenders sometimes ask for one too. Check exactly what the person asking needs, including any required date or format, before you order.

$150 per person for a Standard statement, which covers bank, brokerage and retirement accounts and your debts. $250 per person for a Complex statement, which also includes real estate, business interests or trusts. A couple applying together can order one joint statement for $200, or $325 if Complex. Rush is $50 more per statement. You pay before any work begins.

Most statements are issued within 24 hours of receiving all of your documents. Add Rush and it is issued within 6 hours. Tell us the date you need it by when you order. Turnaround starts once every document is in, so upload everything at once.

A photo ID for each person, a current credit report (free from AnnualCreditReport.com), your most recent bank, brokerage and retirement statements, and a statement for every debt such as mortgages, car loans, student loans, credit cards and lines of credit. For a Complex statement, add a valuation for each property and a document showing the value of each business interest or trust.

No. The CPA prepares the statement from the documents you provide. It is not an audit or a review, and the CPA gives no assurance beyond what the statement says.

Most couples buying or renting together need one joint statement: both names, your combined assets and debts, with joint accounts counted once. It costs $200, or $325 if it includes real estate, a business or a trust. Each of you still uploads your own photo ID and documents. If the board asks for a separate statement for each person, choose that instead, at $150 per person.

Many lenders and boards use "personal financial statement" for the same summary of assets and debts. Ours is prepared and signed by a licensed CPA from your documents. If the person asking requires their own form, check whether they will accept a CPA-prepared statement instead before you order.

Yes. Each statement carries a Statement ID and a QR code. Anyone holding it can look the ID up on our site to see who it was prepared for, the dates, and the CPA's name, firm and license number, and can check that their copy has not been altered. The lookup never shows any financial figures.

That decision is theirs. Many accept a CPA-prepared statement, but requirements vary, so confirm what they need before you order.