CPA Attestation Letter Requirements
Underwriting guidelines and template criteria for independent CPA or licensed tax preparer letters on P&L Only and Alt-Doc files.
Packaging & Submission Instructions
Originator Guidance: Complete and execute this form prior to upload with the initial loan submission package in the Corva Wholesale Broker Portal or Fannie Mae Desktop Originator.
Ensure all borrower signatures, entity documentation (for LLC or corporate borrowers), and applicable disclosures match the 1003 loan application. For assistance packaging this document, contact the Corva Broker Operations Desk at [email protected].
Form Description & Requirements
Acceptable Tax Preparer Credentials & Content
Guidelines for third-party CPA, Enrolled Agent (EA), or CTEC tax preparer letters attesting to borrower business ownership percentage, business viability, and expense ratio reasonableness.