A few details so your CPA knows who you are and how you qualify. Documents are uploaded after payment.
The $99 shown covers a standard individual verification. Unusually complex net-worth or entity cases may need a small add-on for the extra CPA review — always quoted for your approval first, never charged without it.
Enter your full legal name exactly as it appears on your subscription documents — this is the name your licensed CPA prints on your verification letter.
Multi-asset portfolios take additional CPA review time to verify valuations and liabilities.
Not sure which applies to you? Take the free 30-second check first.
No documents to send now. Once you approve your quote, your secure upload page shows exactly what your CPA needs for your structure — usually a current balance sheet with a signed affidavit, plus proof of value. Account statements should be dated within the last 30 days.
Confidential — only your CPA sees your documents, deleted 90 days after issuance.
Your payment is processed securely.
This fee covers a licensed CPA's independent review of your documents. It is fully refundable before review begins and non-refundable as cash once review has begun; if the review does not result in a letter, your fee is held as a credit toward a future verification for one year. Cases needing extensive documentation (such as a detailed net-worth review across many accounts) may require a modest additional fee, which we quote for your approval before any extra work. See our Terms.
Thanks — your assigned licensed CPA will review the details and we'll email you a quote, usually within one business day.
Once you approve it, you'll receive a secure Stripe invoice to pay online, and your verification begins right away.
Nothing has been charged.
Not sure whether you qualify? Take the free 30-second status check first →