Expert Massachusetts Transferor's Certification Assistance for Real Estate Lawyers and Property Sellers
As of November 1, 2025, Massachusetts has enforced new real estate withholding rules under 830 CMR 62B.2.4
As part of this ruling, a certification for transactions of over one million dollars is required, to confirm that the seller (transferor) is in compliance with the state’s laws.
​
For many sellers, this will be the first time they must prove residency or exemption before closing — otherwise, the closing attorney is required to withhold 4% of the gross sales price and remit it to the DOR. This can mean tens of thousands of dollars held back at closing, even when the seller ultimately owes no tax.
​
By submitting a Transferor’s Certification early with the correct documentation, sellers can ensure the right amount is withheld — not more than required — and prevent costly delays or refund claims after closing.
​
However, preparing this document correctly can be complex and time-consuming.
​
​
That’s where we come in....
Why Choose Us?
We offer real estate attorneys, law firms, and title companies a fast, reliable, and cost-effective solution to ensure Transferor’s Certifications are prepared with accuracy and in full compliance with Massachusetts law.
Our services are delivered with the following expertise:
​
CPA Knowledge & Expertise
We specialize in Massachusetts real estate withholding taxes and can perform complex withholding calculations.
Quick Turnaround
We understand the time-sensitive nature of real estate transactions, and prioritize delivering your Transferor’s Certification quickly and accurately.
​
Security & Confidentiality Your clients’ privacy is our top priority. We adhere to the highest standard of data security.
​
​
How Does It Work?
1. Submit Your Information
You will receive an email from us (TCPAservice@SandSpayroll.com) with a secured link to the forms you you will complete and submit related to the property transfer.
2. Document Preparation We review the details and prepare the Transferor’s Certification, ensuring it meets all Massachusetts legal requirements.
​3. Receive Your Certification We send you the completed Transferor’s certification in your preferred format (Pdf, Word, etc.), ready for your client’s review and signature.
.
​4. Stay Updated
We notify you once the document is ready, and we are available for any follow-up questions you may have.
​
​
Who Should Act Now?
​
-
Nonresidents, part-year residents, or those with unclear residency
​
-
Anyone selling Massachusetts property for $1 million or more
​
-
Sellers involved in foreclosure, deed-in-lieu, short sale, or installment sale
​
-
Transactions qualifying for §121 (principal residence) or 1031/§1033 exchanges, certain corporate transfers (e.g., §351, §368)
​
-
Residents seeking exemption who must confirm residency with documentation
​
-
Closings with significant debt payoffs or lien satisfactions