CPA Vetting Letter

Professional assessment letter for CPA network applicants

Recipient Information
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Dear [CPA Name], RE: Invitation to Join the LaunchPad Verified CPA Network I am reaching out on behalf of LaunchPad, a leading business planning and tax strategy platform serving entrepreneurs, small business owners, and content creators across the United States. We are building a network of vetted, qualified Certified Public Accountants (CPAs) to provide our users with trusted professional guidance. After reviewing your credentials, we believe you may be an excellent fit for our platform. ABOUT THE LAUNCHPAD CPA NETWORK LaunchPad connects business owners with tax professionals through our integrated platform. Our users often need guidance on: • Entity structure selection (LLC, S-Corp, C-Corp) • Quarterly estimated tax planning • State tax compliance • Business expense optimization • Creator/influencer-specific tax strategies As a LaunchPad Verified CPA, you would: • Receive qualified leads from business owners actively seeking professional guidance • Access client financial data shared securely through our platform • Set your own consultation rates and availability • Build your practice with engaged, growth-minded clients VETTING REQUIREMENTS To maintain the quality and trust of our network, we require the following from all CPA partners: 1. CREDENTIALS & LICENSING □ Active CPA license in good standing □ State(s) of licensure: _______________________ □ License number(s): _________________________ □ Years of active practice: ____________________ 2. PROFESSIONAL EXPERIENCE □ Minimum 3 years experience with small business taxation □ Experience with pass-through entity taxation (LLCs, S-Corps) □ Familiarity with quarterly estimated tax requirements □ Professional liability insurance (E&O coverage) 3. SPECIALIZATIONS (Check all that apply) □ Small business taxation □ Self-employment/sole proprietorship □ Content creator/influencer taxation □ Multi-state taxation □ Entity formation and restructuring □ Startup/venture-backed company taxation □ Real estate professional taxation □ International taxation □ Other: _________________________________ 4. TECHNOLOGY & COMMUNICATION □ Ability to conduct virtual consultations □ Secure document sharing capability □ Response time commitment (within 48 business hours) □ Professional email communication 5. REFERENCES Please provide contact information for two professional references: Reference 1: Name: ____________________________________ Relationship: ______________________________ Phone/Email: ______________________________ Reference 2: Name: ____________________________________ Relationship: ______________________________ Phone/Email: ______________________________ 6. BACKGROUND & COMPLIANCE □ No disciplinary actions from state board of accountancy □ No malpractice claims in the past 5 years □ Current on all continuing education requirements □ Willing to undergo background verification COMPENSATION STRUCTURE LaunchPad operates on a transparent referral model: • You set your own hourly/project rates • LaunchPad charges a 15% platform fee on referred consultations • Direct client relationships are yours to maintain • No exclusivity requirements NEXT STEPS If you are interested in joining the LaunchPad Verified CPA Network, please: 1. Complete the checklist above 2. Attach a copy of your current CPA license 3. Provide proof of professional liability insurance 4. Submit your professional bio (150-300 words) 5. Return this form to: partners@thelaunch-pad.com Upon receipt, our team will: • Verify your credentials with the appropriate state board • Contact your professional references • Schedule a brief video introduction call • Complete onboarding within 5-7 business days CONFIDENTIALITY All information provided will be kept strictly confidential and used solely for the purpose of evaluating your application to join our network. We look forward to potentially welcoming you to the LaunchPad CPA Network. If you have any questions, please don't hesitate to reach out. Sincerely, The LaunchPad Team partners@thelaunch-pad.com www.thelaunch-pad.com --- APPLICANT ACKNOWLEDGMENT I, _________________________, certify that the information provided above is accurate and complete. I authorize LaunchPad to verify my credentials and contact my references. Signature: _________________________ Date: _____________ Print Name: _________________________
Vetting Checklist Summary

Required Documents

  • • Active CPA license copy
  • • Professional liability insurance proof
  • • Professional bio (150-300 words)
  • • Two professional references

Verification Steps

  • • State board credential verification
  • • Reference check calls
  • • Video introduction meeting
  • • Background verification

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Important Disclaimer: LaunchPad provides tools and resources for business planning and educational purposes only. The content, calculators, and projections provided through this platform do not constitute professional legal, tax, accounting, or financial advice. Always consult with licensed professionals (CPAs, attorneys, financial advisors) before making important business decisions. LaunchPad is not responsible for decisions made based on information or tools provided through this platform.

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