How to Optimize Your Business for Obtaining a Home Loan and Tax Savings

Most business owners reduce their taxable income…

Then try to buy a home…

And suddenly realize their income “on paper” isn’t strong enough.

It doesn’t have to work that way.

This workshop is designed for self-employed professionals, real estate investors, and S-Corp owners who want to understand how tax strategy and mortgage qualification work together — not against each other.

If you plan to buy or refinance within the next 1–2 years, this class could save you from costly planning mistakes.

✔ How lenders actually evaluate self-employed income

✔ Why aggressive write-offs can hurt loan approval (and how to plan properly)

✔ Smart strategies like the Augusta Rule and Accountable Plans

✔ How cost segregation and bonus depreciation affect underwriting

✔ Alternative loan programs many business owners don’t know exist

✔ What to do 12–24 months before applying for a mortgage

• Self-employed business owners
• 1099 earners
• Real estate investors
• S-Corp and LLC owners
• Anyone planning to buy or refinance a home in the next two years

This isn’t a sales seminar.

It’s a strategic conversation between a CPA firm and a mortgage lender — showing you how coordination before filing taxes can dramatically improve your borrowing power.

The smartest buyers don’t react at year-end. They plan ahead.

Compass CPA specializes in proactive tax planning, cost segregation studies, and advisory services for business owners and investors.

Guild Mortgage helps self-employed borrowers navigate traditional and alternative lending programs with clarity and strategy.

✔ Clear, practical education

✔ Real-world examples

✔ Time for Q&A

✔ A roadmap you can use immediately

Spots are limited to keep the session interactive.

If you’re serious about buying or refinancing within the next two years, register now.

Know what’s Happening Next — before everyone else does.

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Host or Publisher Compass CPA, PC