Clairmont Real Estate

Special Offer: Financial / Tax Evaluation

This evaluation looks first at the client's current situation and then develops several purchase scenarios at various different price levels. It looks at income, itemized deductions, tax savings, housing costs and take-home pay. After the evaluation the client will have an excellent idea of how much to spend on a home and how this will change their taxes and take-home pay. The client will receive a print-out of all calculations to take home.

This is very different from a prequalification done by a Mortgage Broker, and looks at the client's individual tax situation, taking Alternative Minimum Taxes into consideration, and does not look at ratios of debt or credit scores. It takes into account the client's current and desired lifestyle.

This evaluation costs $150 for any US tax resident who is interested in purchasing a property (other than an investment property).

How can you get this evaluation for free?

Any client will receive a refund of the entire fee during escrow if he or she purchases a home with Bettina Clairmont acting as the buyer's agent.

To make an appointment for your evaluation, please call or email us.

Your free session lasts between 1 and 1 1/2 hours. Helpful items to bring to your session are your latest payslip and your last tax return. However, none of these items are required as long as you can provide accurate information on the amount and type of your household income. The more information you can provide the more accurate the tax evaluation will be.

If you would like to see a sample of the evaluation, please let us know and we'll be happy to email you one so you can see how useful this service is before you hire us to prepare this evaluation for you.