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.
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