Transferor Certification Services
Save time, avoid compliance issues, and ensure accuracy with our expert Transferor’s Certification preparation service – designed specifically for Massachusetts real estate transactions above one million dollars.
Expert Massachusetts Transferor's Certification Assistance for Real Estate Lawyers and Property Sellers
This certification is a crucial document in real estate transactions of over a million dollars, required to confirm that the seller (transferor) is in compliance with the state’s laws.
However, preparing this document correctly can be complex and time-consuming for non-residents.
That’s where we come in. Our service offers real estate attorneys, law firms, and title companies a fast, reliable, and cost-effective solution to ensure your Transferor’s Certifications are prepared with accuracy and in full compliance with Massachusetts law.​
Why Choose Us?
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Expert CPA Knowledge
We specialize in Massachusetts real estate withholding taxes and can perform complex withholding calculations.
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Expert CPA Knowledge
We understand the time-sensitive nature of real estate transactions, and we prioritize delivering your Transferor’s Certification quickly and accurately.
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Secure & Confidential Your clients’ privacy is our top priority. We adhere to the highest standard of data security.
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How Does It Work?
1. Submit Your Information
We specialize in Massachusetts real estate withholding taxes and can perform complex withholding calculations.
2. Document Preparation We understand the time-sensitive nature of real estate transactions, and we prioritize delivering your Transferor’s certification quickly and accurately.
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3. Receive Your Certification Your clients’ privacy is our top priority. We adhere to the highest standard of data security.
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4. Stay Updated
Your clients’ privacy is our top priority. We adhere to the highest standard of data security.
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Who Should Act Now?
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Nonresidents, part-year residents, or those with unclear residency
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Anyone selling Massachusetts property for $1 million or more
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Sellers involved in foreclosure, deed-in-lieu, short sale, or installment sale
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Transactions qualifying for §121 (principal residence) or §1031/§1033 exchanges, certain corporate transfers (e.g., §351, §368)
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Residents seeking exemption who must confirm residency with documentation
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Closings with significant debt payoffs or lien satisfactions
Why Does It Matter?
Beginning November 1, 2025, Massachusetts will enforce new real estate withholding rules under 830 CMR 62B.2.4. 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.
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This can mean tens of thousands of dollars held back at closing, even when the seller ultimately owes no tax.
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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.