Canadian CPA — Bank Confirmation Letter

Posted 3 weeks ago

Worldwide

Summary

Background: I am the sole shareholder and President of a Canadian Corporation (Alberta). I am opening a personal bank account offshore and the bank has requested specific documentation that a CPA needs to provide. Both my 2025 T2 Corporation Income Tax Return and my 2025 T1 Personal Income Tax Return have already been filed. I need a CPA to review both filed returns and issue two short confirmation letters on firm letterhead for submission to the bank. Business profile: Single-client IT Services corporation (Alberta); sole shareholder, sole director, home office, no employees on payroll. Revenue paid by weekly direct deposit from a single corporate client. Deliverables Item A — Proof of Income A signed letter on your firm's letterhead confirming: Your review of the filed 2025 T1 personal return Item B - Proof of Income Corporate A signed letter on your firm's letterhead confirming: Your review of the filed 2025 T2 corporate return * The income stated on my Personal Information Form (PIF) submitted to the bank is consistent with the filed returns The annual income figure (confirmed from the filed returns) Your CPA designation, firm name, and license/membership number Item C — Company Confirmation A signed letter on your firm's letterhead confirming: - The nature and primary business activity of the corporation (IT Services) - That the applicant is the sole shareholder holding 100% of the issued shares - That the company has been in continuous operation since incorporation and is in good standing - Reference to the Certificate of Incorporation and most recent Annual Return filing (both will be provided) letters addressed "To Whom It May Concern," professional tone, signed and dated, delivered as PDF. Documents I will provide: - 2025 T2 return (complete, all schedules) — already filed - 2025 T1 personal return — already filed - Certificate of Incorporation - 2026 Alberta Annual Return (proof of good standing) - Any additional documents requested Requirements: - Licensed CPA in Canada (Alberta preferred but any province acceptable) - Comfortable reviewing already-filed T1 and T2 returns and issuing professional confirmation letters based on that review - Responsive — bank submission is time-sensitive To apply, please include Your CPA designation, firm name, and province of registration Your fixed-price quote and estimated turnaround time from receiving documents

  • Not Sure
    Hourly
  • < 1 month
    Duration
  • Intermediate
    Experience Level
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
CPA
Activity on this job
  • Proposals:Less than 5
  • Last viewed by client:last week
  • Hires:
    1
  • Interviewing:
    2
  • Invites sent:
    20
  • Unanswered invites:
    9
About the client
Member since Jan 8, 2009
  • United States
    Mountain View1:31 PM
  • $58K total spent
    50 hires, 0 active
  • 8,827 hours

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