Business Support & Verification Services
We help business owners and self-employed clients prepare professional administrative documents, verification letters, and financial support summaries for lenders, landlords, agencies, and business purposes.
Ownership Verification Letter
Confirms business ownership based on client-provided information.
- Business name
- Owner name
- Ownership percentage
- Entity type
Self-Employment Letter
Prepared for clients who need proof of self-employment.
- Business activity summary
- Self-employment confirmation
- Client-provided details
- Professional letter format
Income Verification Letter
Used to help verify income for administrative or business purposes.
- Income summary
- Business or self-employment income
- Based on available records
- Professional formatting
Simple Profit & Loss Statement
Basic P&L prepared from client-provided income and expense records.
- Income summary
- Expense categories
- Net profit calculation
- PDF-ready format
Lender-Ready P&L Package
More detailed P&L support package for lender or financing requests.
- Monthly breakdown
- Business income summary
- Expense detail
- Professional presentation
Schedule C Income Summary
Summary of business income and expenses for Schedule C clients.
- Gross income summary
- Expense review
- Net income estimate
- Tax-prep support format
Tax Transcript Assistance
Guidance and support with obtaining IRS tax transcripts.
- IRS transcript guidance
- Record request support
- Client account assistance
EIN / Business Document Assistance
Administrative help organizing basic business documents.
- EIN letter support
- Business record organization
- Document review checklist
Rush Service
Available for select same-day or priority document requests.
- Priority processing
- Same-day options
- Subject to availability
Administrative and tax-related document preparation services only. No legal advice, legal representation, audit, review, or assurance services are provided. Documents are prepared based solely on information and records provided by the client. Financial statements are not audited or reviewed.