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Authorization to Release Tax Return to Third Party

Authorization to Release Tax Return to Third Party


What Our Clients Are Saying

I have personally known Mark Patrick since 1988. I have worked with him both professionally at the corporate level and personally as he has been my accountant. It is without hesitation that I would re…
Edmond P. Nash

Frequently Asked Questions


My lender is requesting financial statements prepared by a CPA.  Why can’t they accept my income statement from my accounting software?


If you approached a lender to obtain a loan for your business, they may request CPA-prepared financial statements. The terms and amount of your loan will depend on the financial...



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