CPA net worth statement

Request a CPA-prepared statement of net worth

For condo and co-op boards, landlords and lenders. From $150 per person. How it works and FAQ

1

Your contact details

We send your receipt, your private upload link and the finished statement here.

Enter your name.
Enter a valid email address.
2

What the statement is for

Choose who is asking for the statement.
Enter who the statement is addressed to.
Choose the date you need it by.

Leave "as of" blank to use the dates of your most recent statements. Check how recent the board wants the statements to be.

Should real estate you own be included, such as your home?
Choose whether to include real estate.
3

Who needs a statement?

Each person gets their own signed statement, priced per person. You upload their documents after paying.

How many statements?

Up to 4 people per request. Need more? Email info [at] accreditednow.org.

What you will upload after paying
  • A photo ID for each person (driver's license or passport)
  • A current credit report for each person, free from AnnualCreditReport.com
  • Bank, brokerage and retirement account statements (the most recent, ideally within 30 days)
  • Statements for every debt: mortgages, car loans, student loans, credit cards, lines of credit
  • Complex statements: a valuation for each property (tax assessment, appraisal or broker opinion) and a document showing the value of each business interest or trust
4

Choose your statement

Prices are per person and paid before you upload anything.

Choose Standard or Complex.
You chose to include real estate. Please choose Complex: property needs a valuation and more review by the CPA.
TotalChoose an option

What happens next

  1. You pay on a secure Stripe payment page. Nothing is uploaded or prepared before you pay.
  2. You upload a photo ID, your statements and a credit report for each person through your private link.
  3. A licensed CPA prepares and signs each statement, and we email you the PDF.

Each statement carries a Statement ID and QR code the board, landlord or lender can check on our statement lookup page. The lookup never shows your figures. More answers: FAQ.

5

Anything else?

6

Before you continue

  • Your information and documents must be true, complete and current. The CPA relies on them and does not independently verify them.
  • The statement is prepared from your documents. It is not an audit or review, and the CPA gives no assurance beyond what it says.
  • This is separate from our accredited investor verification, so that service's acceptance guarantee does not apply. Whether your board, landlord or lender accepts the statement is up to them, so check what they require.
  • You pay before uploading and before any work begins. If a Standard order turns out to need Complex, you pay the difference before it is issued.

Signed by Christopher A. Smith, CPA (Indiana CP12600077) · Secure payment by Stripe on the next page · Typically within 24 hours of complete documents

Need accredited investor verification for an investment instead? That is a different service: go here.

We have your request

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