Simple, reliable, confidential verification
Get an accredited investor verification letter for Rule 506(c) offerings. A licensed CPA reviews it, usually within one to two business days.
Qualify by income or by net worth
Individual investors usually qualify under one of two methods. Pick the one that fits you.
Annual income approach
For investors whose income exceeded $200,000 (or $300,000 jointly) in each of the past two years.
Net worth approach
For investors with a net worth over $1 million, alone or jointly, excluding a primary residence.
Verification you can rely on
Simple
Fill out a short questionnaire, make a few certifications and upload your documents. Most people finish in minutes.
Reliable
We designed our process to meet Rule 506(c)’s requirement that issuers take “reasonable steps” to verify investors.
Confidential
A licensed CPA, bound by professional ethics and confidentiality duties, performs each verification review.
What clients say
“Flex Tax responded to our request swiftly, reviewing my files and issued the letter in less than 20 hours. Amazing service!”Bingbai H. · Google review
“I was referred to Flex Tax by my CPA friend. I worked with Flex Tax to obtain accredited investor verification. I got through the process easily, and my questions were answered. The website interface was easy to use. Best of all, my report was ready very quickly!”Shawanna J. · Google review
Frequently asked questions
What is an accredited investor?
Many private investment offerings are open only to accredited investors. For individuals, the most common tests are:
- Income: more than $200,000 in each of the past two years ($300,000 jointly with a spouse or spousal equivalent), with a reasonable expectation of the same this year
- Net worth: more than $1 million, alone or jointly — not counting your primary residence
Certain professional licenses (such as Series 7, 65 or 82) also qualify. See the SEC’s investor bulletin for full details.
Why do I need a verification letter?
Under the JOBS Act, companies raising money under SEC Rule 506(c) may advertise their offerings — but they must take “reasonable steps” to verify that every investor is accredited. A letter from an independent third party such as a CPA is a common way to meet that requirement.
How long does it take?
We complete most verifications within one to two business days once we have all the information we need.
What documents do I need?
For the income approach: tax returns, W-2s, K-1s or 1099s for the past two years. For the net worth approach: recent bank, brokerage or other asset statements, plus a credit report to confirm liabilities. Then we’ll tell you if we need anything else.
Can I use my letter for other investments?
Issuers generally rely on a verification for a limited time — typically three months from the letter date. Your letter states its issue date.
Can you verify a trust or an entity?
Yes, trusts, LLCs, corporations and partnerships can often qualify under their own tests. Contact us and we’ll explain what your entity needs.
Can you verify international investors?
Often, yes. Foreign investors can typically qualify using equivalent income or asset documentation. Contact us to discuss your situation.
How do I order?
Follow our step-by-step ordering guide, or go straight to the order form.
Get verified in one to two business days
$89 for income or net worth verification.
Monday–Friday, 9 am–6 pm Pacific