CPA's and Tax Professionals
Thinking back on the past few years, from
time to time we have experienced a client
that will have a tax lien that prevents
them from buying a home or completing a
refinance.
We
are always looking for solutions for our
clients financial needs and many times,
that solution is an enrolled agent who can
negotiate a settlement directly with the
IRS. Conversely, there are times when the
only solution for a client with a IRS tax
situation is to access their home's equity
to satisfy their debt. We specialize in
helping those clients who are faced with
this most stressful (yet sometimes very
easily solvable) challenge.
We are developing long term relationships
with Enrolled Agents/Tax Professionals,
who have realized the true value of this
service to their clients & themselves, and
have referred their clients to us.
In return,
we now ask our clients at closing if they
are currently working with a Enrolled
Agent/Tax Professional; if not, and they
are in need of these services, we will
refer them to our Preferred
Tax Partners and
Enrolled Agent, thereby returning the
referral favor.
(Click
here to see the special form we
created for this purpose; it accompanies
each and every loan application we send
out; requires
Adobe Reader).
In addition
to the services we provide to our
Preferred Business Partners, we also help
them maintain their past client loyalty
through our
Client
Retention Contact Program,
therefore increasing their monthly
business & monthly income. To see how we
help our partners businesses grow through
this program,
Click Here.
For a list of
case studies on how we have assisted our
clients,
Click here.
We only team up with proven professionals
with the highest ethical standards who
have demonstrated a desire to work in
their clients best interest. If you feel
you meet these standards, feel free to
contact us to arrange for an interview.
Click Here for phone & e-mail
information, or...
Apply Directly to Become a Preferred
Partner!
Click on the icon to
contact me.
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