Dan Mullen

Did you know it's possible to legally look "poor" to the IRS and rich to a bank? If you're self-employed or a real estate investor and your tax returns have kept you from getting good mortgage or loan terms, we might be a great fit. I've been a CPA since 2015 and a mortgage loan officer since 2022, so I know how underwriters read tax returns. I use that knowledge to prepare my clients to borrow smart and use the bank's money instead of their own to reach their personal and business goals.

You might've heard a loan officer say, "If you're self-employed, you either pay high taxes or high interest rates." You shouldn't have to accept that trade-off, especially from someone who isn't a tax professional. My goal is to help you have your cake and eat it too by keeping your tax bill low while still qualifying for more favorable loan terms. I recently helped a client qualify for a $600,000 conventional mortgage with just $13 of taxable income!

I specialize in tax strategy and work exclusively with real estate investors and professionals in the real estate industry. Every day I help clients with cost segregation studies, 1031 exchanges, Opportunity Zone investments, reducing capital gains, and modeling investment property performance. I also built Logged RE, an app that helps investors document their hours for Real Estate Professional Status and the STR loophole. It's one of several tools I've built to help investors pay as little in taxes and interest as possible.