Hey… Jason Wheeler here.
I wanted to drop you a quick note to remind you something.
Since it’s tax time all of your clients are thinking about taxes right...
Now is a great time to send a note or email to clients that bought real estate from you in 2012 and remind them to get a copy of their Final HUD to their CPA.
Many homeowners forget to give a copy of the Final HUD to their tax preparer along with W2s and 1099s.
Send em a note and save them some money… You get another chance to be an advocate and a hero for them.
Some of the costs of refinancing or purhasing can be tax deductable.
FULL Disclosure
NOW I am NOT a tax Advisor so ask your CPA for sure… so this is NOT tax advise.
This is just a friendly reminder as I want to help save you as much money as possible.
If you bought or refinanced with me in 2012 just get in touch and I’ll send you a copy of the documents you would need to show your tax preparer.
Stay awesome!
– Jason Wheeler – Lending Ninja
PS: When you decide to to contact me just call email or ask me anything you want about today’s crazy lending world… Leave me a comment on my blog or Facebook.
PPS: If this reminder is a GOOD valuable one that your friends clients or co workers would benefit from… Please “like” and share this posting right now.
Leave Me a Quick Comment or Note