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