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CPA's and Tax Preparers:
Life's Certainties: Death. Taxes. Us Being Useful.

As tax preparers, we understand that you likely run into a variety of scenarios where a mortgage lender's aid may be necessary.  From simple benefits such as the deduction of mortgage interest, to more complex situations such as investment property deduction strategies, and the ever-prevalent struggle for self-employed workers in the face of low taxable income, we as mortgage professionals can provide solutions through your business model that will ensure clients remain with you for life. 

 

We can ensure that you are provided with an expansive toolkit that allows you to present yourself as a problem solver in the face of commonly encountered difficulties.  From self-employed individuals unable to qualify for strict guideline financing, to homeowners struggling with high-interest debt burdens, or simply first time homebuyers who need to better understand the process of mortgage approval, the team at HP Mortgage can make sure that you are dynamic in your ability to provide value to your clientele.

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No Tax Returns

Self-employed workers often struggle with displaying enough taxable income after deductions to qualify for traditional financing.  They have every right to purchase a home that accurately reflect their true ability to repay.  We offer multiple programs that not only qualify borrowers without tax returns, but also fall outside QM protection, leaving the borrower with recourse protection for 3 years.

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Consultations

The home buying process can be daunting.  After decades of never feeling the need to know about this monumental transaction, being bombarded with industry jargon and guidelines can overwhelm anyone.  Let us demystify this process and deliver to your clientele a consultation hand-tailored to their unique circumstances and goals, saving them time and stress.  We have your back on home loans.

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Referrals

We often encounter homebuyers or real estate investors who require the services and expertise of a qualified tax preparer, but do not yet have one to rely on.  We make every effort to send such borrowers to our skilled and trusted tax preparer partners, allowing you to provide your quality service to vetted and qualified borrowers.  We ourselves also require the services of tax preparers for certain loans.

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Let's Grow Together

If you are a licensed CPA or tax preparer and would like to know more about what our team can offer to your operation and your clientele, fill out a contact form and we will get in touch with you shortly!

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