CPAs Can Keep More Clients Partnering With The Right Mortgage Lender

Phil Gustin • September 11, 2024

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About Phil Gustin

Before we dive into today's topic, I thought I would introduce myself. Hi, I'm Phil Gustin. Here's a couple things you might want to know about me. 15+ years' experience in the mortgage field, 300+ satisfied customers, and licensed in 20+ states. I'm a mortgage broker who prides himself on service. I find the hidden opportunities to save my clients money, like tax deductions for homeowners. Let's take some time to talk about a tip that CPA's can use to help save their clients' money.


The Overlooked Tax Deductions for Homeowners

Many homeowners are missing out on potential savings simply because they aren't aware of the opportunities available to them. A little tax saving secret that so many homeowners are just completely unaware of is just how many tax deductions they could actually be eligible for. Understanding these deductions could significantly reduce their tax burden.


The Importance of Staying Informed

It's surprising how even some professionals overlook these details. And what's really crazy is that not all CPAs actually know about these deductions and are actually losing their clients' money because of it, which is probably not a great way to keep their client base. Staying informed can help homeowners avoid these costly mistakes.


My Promise to You

I’m committed to helping my clients make good financial decisions. My goal is to be the go-to mortgage professional in my industry. I help clients get the best mortgage and I educate them on financial strategies like tax savings, improving credit score, refinance tips, and so much more. My expertise and personalized service has led to many happy clients and great reviews, so you’re in good hands for your homeownership journey. Click below to get started, and I’ll walk you through the whole process. Take care!

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DSCR Loans in Sun Valley, ID: Phil's Guide!

By Phil Gustin • January 3, 2025
The DSCR is a critical factor in loan approval, as it helps lenders determine the borrower’s ability to repay the loan. A high DSCR indicates that the property generates enough cash flow to cover its debt obligations, which reduces the risk of default. Lenders may require a minimum DSCR of 1.25 or higher to qualify for a loan, although some lenders may offer more flexible requirements. Ensuring your property meets or exceeds the required DSCR can significantly enhance your chances of securing a loan.
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Self Employed Loans in Sun Valley, ID: A Guide to Mortgages

By Phil Gustin • December 27, 2024
Sun Valley, Idaho is a dream come true for those who want a mix of nature and entrepreneurial lifestyle. But if you’re self-employed and want to own a home here, getting a mortgage can seem impossible. Traditional lending processes favor W-2 income and impose stringent documentation requirements on self-employed individuals, leaving them out in the cold. But here’s the good news: with the right strategies and a knowledgeable mortgage broker like me, Phil Gustin, you can get the key to your Sun Valley home.
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Investor Loans in Eagle, ID: Let's talk!

By Phil Gustin • December 20, 2024
Eagle, ID is becoming a hot spot for real estate investors looking for growth, demand and investor friendly opportunities. Understanding various financing solutions is crucial for investors looking to maximize returns and defer taxes in Eagle’s competitive market. If you want to maximize returns and defer taxes Investor Reverse 1031 Loans are the solution. This allows you to stay competitive in Eagle’s fast paced market and have the flexibility to do a successful 1031 exchange.