Secure Your Mortgage with Confidence
Mortgage Strategy Services
Backed by CPA Expertise
For Residential & Commercial
Property Buyers
Getting approved for a mortgage is only one part of the process. Understanding how that mortgage affects your taxes, cash flow, and future wealth is where true financial success begins.
At Corey G. Patterson, CPA, we provide CPA-led mortgage strategy services to help you finance residential or commercial properties with precision, clarity, and long-term vision.
For Residential & Commercial Property Buyers
Getting approved for a mortgage is only one part of the process. Understanding how that mortgage affects your taxes, cash flow, and future wealth is where true financial success begins.
At Corey G. Patterson, CPA, we provide CPA-led mortgage strategy services to help you finance residential or commercial properties with precision, clarity, and long-term vision.
Why Work with a CPA
When Buying Property?
Most buyers only consult their lender or agent.
We help you understand the full financial impact of your mortgage before you commit.
Your mortgage will affect your:
Most buyers only consult their
lender or agent.
We help you understand the full financial impact of your mortgage before you commit.
Your mortgage will affect your:
Monthly cash flow
Tax deductions
Investment leverage
Business structure
Eligibility for future financing
Our job is to ensure it aligns with your goals, income
and overall wealth strategy.
Residential Mortgage Strategy
Ideal for: First-time homebuyers, high-income individuals
and self-employed professionals
Ideal for: First-time homebuyers, high-income individuals and self-employed professionals
What We Provide:
Pre-Mortgage Financial Review
We’ll help you prepare your income, credit, and financials to qualify smoothly.Self-Employed Income Structuring
If you’re a freelancer or business owner, we’ll show you how to position your income for mortgage approval—without sacrificing deductions.Interest Deduction Planning
We help you understand how to maximize your mortgage interest deductions post-purchase.Home Office & Mixed-Use Property Guidance
Buying a home you’ll partially use for work? We’ll structure it for dual-purpose tax benefits.
Commercial Mortgage Strategy
Ideal for: Entrepreneurs, real estate investors, developers and business owners
Ideal for: Entrepreneurs, real estate investors, developers
and business owners
What We Provide:
Business Entity Guidance
Structure the purchase through an LLC, partnership, or S-Corp the right way—from a tax and lending standpoint.DSCR (Debt Service Coverage Ratio) Support
We prepare and optimize your financials to meet lender criteria for commercial mortgages.Loan Comparison Analysis
We break down loan terms, amortization, and long-term cost to help you make informed decisions—not just the lowest rate.Tax Impact Forecasting
We provide clear projections of how the mortgage will affect your year-end taxes and quarterly obligations.
Who This Service Is For
Individuals applying for a
residential mortgage
Entrepreneurs financing
property for business use
Real estate investors seeking
funding for rental or flip properties
Self-employed individuals needing
help with qualifying income
Buyers interested in combining tax
and mortgage strategies
The Patterson Process:
Mortgage with Clarity
We don’t sell loans, we build strategies. Our CPA-led process gives you:
We don’t sell loans, we build strategies. Our CPA-led
process gives you:
Real numbers, not guesswork
Financial documentation prepared
to meet lending standards
Full tax visibility before you
lock in your mortgage
Expert advice on ownership structure
and deduction planning
Long-term guidance to protect your
cash flow after closing
What Our Clients Say
"I didn’t realize how much I could saveor lose based on how I structured my loan and income. Corey’s team walked me through it all, and I went into my purchase with confidence and clarity."
Ready to Finance with Strategy?
Before you sign on the dotted line, make sure your mortgage aligns with your full financial picture. We’re here to help you make smart decisions, not costly ones.
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