April 8, 2024

Can an annual mortgage review uncover potential savings or tax benefits for me?

Hello, I’m Sean Courtney, known as the Mortgage Doctor at Community Mortgage Inc., (NMLS ID #2435318). Today, let’s address a common question about annual mortgage reviews, “Can an annual mortgage review uncover potential savings and tax benefits for me?” The answer often leans towards a resounding ‘yes’.

Our goal during these reviews is to ensure that your current mortgage is finely tuned to your specific needs and financial situation. While I’m not a licensed tax advisor, our review process often uncovers deductible expenses that can significantly benefit you. There’s no good reason to fail to maximize deductions such as mortgage interest, property taxes, or to take advantage of shifts in lower mortgage rates (helpful for refinancing). By bringing these to light, we aim to empower our clients with the knowledge and resources they need to make informed decisions about their mortgage. Additionally, we’re eager to provide our clients with all the necessary information for their tax preparer, ensuring a seamless process come tax time.

At Community Mortgage Inc., our aim is to empower our clients with the knowledge and resources they need to maximize their financial benefits. Schedule Your FREE Mortgage Consultation by giving us a call at (619) 692-3630 or clicking here!

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