The dumb thing is, they haven’t even asked for a P&L or balance sheet which I could give them. The CPA won’t give those docs to them without my permission anyway.
Underwriters are a twerpy little bunch. You could always try doing this yourself. You have my permission to use my template letter. Also, shop around for a sole practitioner who might need the money a little more, or a non-certified person.
There are ways to do this within the legal guidelines but too many CPA are the type who can’t see the practical forest for the ethical trees.
parsy, who evolved