I hope you are having a great New Year. As someone who purchased or refinanced a home last year, having your Final Settlement Statement on hand to present to your tax preparer is very important. This document contains information that is essential in order for you to realize all the tax benefits of home ownership.

Because of the importance of this document, I wanted to not only make sure you understand its significance as it relates to your taxes, but also wanted to offer my assistance in this regard…

a. With your permission, I can forward this document to your tax preparer so that they have it on hand when they start preparing your taxes.

b. If you are preparing your taxes yourself, I can forward the document to you.

c. If you are looking for a tax preparation professional to help prepare your taxes, I can refer an expert to you.

Just let me know how I can help you with this most important step in the tax process. As your mortgage advisor, I am here not only to help you obtain the best financing, but to provide advice and service whenever it is needed.

I am also available to provide advice and assistance to your personal contacts who are homeowners who are thinking about purchasing or refinancing. I am always appreciative of your referrals.

I look forward to hearing from you.