CPAs

Why CPAs Should Partner with Lions Capital Mortgage

In today's mortgage industry, tax professionals are invaluable. Across the nation, CPAs play a pivotal role in preparing tax returns for potential borrowers, providing critical insights into client bankability and identifying the need for alternative mortgage solutions.

Homeowners have many tax advantages, such as potential deductions for mortgage interest and property tax payments, along with potential exclusions on capital gains from home sales (up to specific limits).

At Lions Capital Mortgage, we are committed to helping our clients maximize these tax benefits and manage their tax liabilities through strategic homeownership. Given the complexity of the U.S. tax code, our team offers personalized financial analyses and guides clients on achieving their real estate goals.

Our approach stands out in the industry by focusing on education and information sharing with both Realtors and clients. While we specialize in mortgages and financial guidance, we recognize the value of collaborating with licensed real estate tax professionals. Therefore, we actively seek qualified CPAs to refer our clients to and collaborate with.

We strive to partner with experts who possess the specialized skills needed to navigate complex transactions—from practice acquisitions and expansions to refinancing and debt consolidation. Lions Capital Mortgage understands the unique needs of accountants and aims to serve as a valuable resource for the industry's specific demands.

Partnering with Lions Capital Mortgage means joining a team dedicated to excellence in the mortgage industry. By collaborating with top professionals like CPAs, we enhance our clients' financial journeys and create significant opportunities in real estate.

Contact Us Today

Contact us today to explore how Lions Capital Mortgage can support your clients and elevate your practice in this dynamic industry.