Had clients use them, and they claimed the process was way too tough of pulling funds. 

But I still have to recommend that clients get an inspection of course.

Are you an agent paying a bird-dog fee to a lender for sending you clients or vice versa?

Quote from @Wilson Lau: Hi @Arron Paulino, I am working with a client now looking at the Contra Costa County (Pinole, San Pablo, Brentwood) and happy to share with you some insights in DM.

Also, I agree with organic growth, we get some inbound leads and referrals and have a high conversation rate closing them, and they've been great clients so far.

However, I'd recommend discussing this with a knowledgeable mortgage broker to confirm the specfic terms based on your lender's guidelines.I once worked with a client who had a similar idea in San Diego.

This post does not create a CPA-Client relationship.

They are headquartered where I am at in McKinney and I have gotten good feedback from the clients.

We learned more from this deal than any deal assisting clients.

Additionally, filing establishes a record of your business activities, which can be beneficial for future deductions or tax compliance.This post does not create a CPA-Client relationship.