Personal Financial Statements

At Bendler Mason & Company, we can help our individual clients with their personal financial statement needs.

Why would an individual need a CPA compiled financial statement?

  • To help high net-worth individuals monitor and evaluate financial position
  • As a requirement of any bank or financial lending institution for obtaining or personally guaranteeing a loan
  • To aid in preparing an estate or financial plan
  • As a requirement of a divorce proceeding
  • To aid in minimizing income taxes
  • As a requirement to run for public office
  • To aid in potential investment opportunities

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If you are interested in learning more about BMC assisting in the presentation of your personal financial statement, please contact us.

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