Hire me to do a Financial / Tax Evaluation for your buyer clients

This evaluation looks first at the client's current situation and then develops several purchase scenarios at various different price levels. It looks at income, itemized deductions, tax savings, housing costs and take-home pay. After the evaluation the client will have an excellent idea of how much to spend on a home and how this will change their taxes and take-home pay. The client will receive a print-out of all calculations to take home.

This is very different from a prequalification done by a Mortgage Broker, and looks at the client's individual tax situation, taking Alternative Minimum Taxes into consideration, and does not look at ratios of debt or credit scores.

This evaluation costs $150 for any US tax resident who is interested in purchasing a property (other than an investment property). Currently I am only able to accurately prepare this calculation for residents of California, or residents of US states without income tax.  At a later point, I may add residents of other US states to this offer.

Why not purchase this evaluation for your buyer clients and set yourself apart from other Realtors®?

If you would like to see a sample of the evaluation, please contact me. All information needed for this calculation can be sent to me by email, thus making it unnecessary for the client to meet with me personally.

I will not even need your client's name or other identifying information. All that's needed is an accurate representation of the client's marital status, dependents, income, retirement contributions (if currently contributing to a 401k etc), current rent (if renting), and current itemized deductions (if any).

Feel free to email me at bettina @ clairmontcpa.com for any questions or to request an evaluation.

I am a CPA licensed in California.

 

The importance of Timing
10/10/2007
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I am planning a marketing campaign for next year aimed at first time home buyers. I'm just not sure about the timing. One side tells me to wait until March / April when the season really starts. However, knowing that most home buyers will select… more
Client thinks there's something fishy about this house
10/10/2007
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I viewed a property for my clients, and thought it fit all their criteria. It's listed at $900k. When I mentioned it to them they told me that they had seen it two years earlier and really liked it but at the time they couldn't afford it… more
The problem with electronic newsletters
10/10/2007
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I send out a monthly newsletter to all my tax clients and real estate clients by email. Every month I add another personalized article, rather than just choosing one from the list the newsletter company provides. The way the newsletter arrives in my… more
If you don't ask, you don't get
10/05/2007
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Whenever I browse other agents' websites I see that many of them have a page for testimonials for clients. Why didn't I? Frankly, while my clients are always very thankful for my services and express this freely to me whenever we see each… more
Get your listing sold!
10/01/2007
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Want to get your listing sold? Here are a few tips that would help the buyer's agent getting their clients to view your home and have a positive experience: 1. Enter your open houses into the MLS by Friday - many buyer's agents run the open… more
The things I learned from Real Estate (and not from the movies)
09/30/2007
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1. It's ok to fire a client. Don't forget, you're the boss. 2. Don't take sides - stay out of the discussions between husbands and wives or it'll bite you in the rear eventually. 3. Somebody has to lead - make sure it's you… more
Setting Goals
09/29/2007
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For my first full calendar year in real estate I had set myself a financial goal. I wanted to make a certain amount in Gross Commission Income. Looking back at that first year I admit that at times I didn't think I could ever meet my goal, but… more
About advertising a service, not a listing
09/29/2007
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I don't have any listings, but rather I provide a service to my clients namely to give them a free financial and tax evaluation before they start looking for a home. It's designed to help them find their comfortlevel of how much they can… more
Talk about buyer's market creates wrong expectations
09/28/2007
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While it is a Buyer's Market in virtually all parts of the country, it doesn't feel like it in San Francisco, at least not in the halfway decent neighborhoods. Only, my clients don't seem to believe it. A couple who is unfortunately… more
 
Blonde

Bettina Clairmont CPA

San Francisco, CA

More about me…

Bettina Clairmont

Office Phone: (415) 939-4601

Cell Phone: (415) 939-4601

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