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marcus_cpa

Marcus

@marcus_cpa

US Licensed CPA, Financial Validation Letters and Compliance Statements

United States
English, Spanish
About me
US-licensed CPA in Austin, TX · 9 years preparing financial validation letters, CPA comfort letters, and compliance statements for self-employed professionals, SMEs, and startups. Former IRS examiner (2015–2019). I know how financial documents are scrutinized and I draft with that standard in mind. I handle: mortgage letters, income verification, SBA loan docs, visa proof of funds, and investor financials. Every letter is personally signed my license, my stamp, no outsourcing. Message me before ordering if you're unsure what you need.... Read more

Skills

m
marcus_cpa
Marcus
Offline • 
Average response time: 1 hour

See my services

Financial Reporting
I will write a CPA signed income and financial validation letter
Tax Compliance
I will provide irs audit representation and tax notice response

Work experience

Grant_Thornton

Senior Accountant

Grant Thornton • Full-time

Mar 2022 - Aug 20231 yr 5 mos

Delivered audit, tax, and financial consulting services to middle-market clients at RSM's Austin office (811 Barton Springs Road). Prepared and reviewed financial statements, assurance reports, and compliance documentation across real estate, technology, and professional services sectors.

Audit & Assurance

RSM Global • Full-time

Aug 2019 - Mar 20222 yrs 7 mos

Delivered audit, tax, and financial consulting services to middle-market clients at RSM's Austin office (811 Barton Springs Road). Prepared and reviewed financial statements, assurance reports, and compliance documentation across real estate, technology, and professional services sectors.