Sample Accountant Letter

Sample Accountant Letter


October 25, 2050

James C. Stubblefield

Bank Manager

Quantum Financial Bank

4148 Joes Road

Albany, NY 12207


Dear Mr. James C. Stubblefield,

I am writing to verify the financial information of Mr. Charles M. Rue, with whom I have had the pleasure of working as his accountant. Below, you will find authorized details that accurately reflect Charles's financial status and stability.

Last year, Charles earned a total income of $250,000.00 from his employment/business. Preliminary assessments indicate that Charles will likely maintain similar, if not higher, income levels in the upcoming years.

Charles has been diligent in managing his tax obligations. He has not had overdue amounts, penalties, or unresolved tax issues for years. The attached tax return forms and payment records further substantiate this claim.

As of the most recent analysis, Charles holds total assets valued at $XXX, XXX and liabilities at $175,000.00. The appended statement of financial position provides a breakdown of these details.

In summary, Charles maintains solid finances that reflect his ability to meet his commitments. He presents a commendable degree of financial responsibility.

Should you require additional information or details on Charles's records, please do not hesitate to contact me at 222-555-7777.


Best regards,

Helena J. Butler
Accountant