Tax Season Success: Your Roadmap to Homeownership

Hi everyone! We're Laiz, a tax expert, and Liz, a mortgage lender, and yes, we're sisters! In this episode, we're excited to share our journey and provide essential tips on how to navigate tax season and prepare for buying a home. Having been scammed and faced numerous obstacles in purchasing our first home, we know how crucial it is to get your taxes right. We'll discuss why starting with your taxes is essential before even contacting a realtor, and how having a mortgage lender that works in sync with your tax advisor can make a huge difference. From strategies for W-2 employees to tips for the self-employed, we'll demystify the process and share useful tax deductions. Plus, we'll talk about the financial benefits of homeownership, the best time to buy, and how to plan ahead to save time, money, and avoid headaches. Tune in and gain valuable insights that can help you on your home-buying journey!

What You'll Hear:
00:00 Introduction and Purpose
00:26 The Importance of Correct Tax Filing
01:23 Steps to Prepare for Home Buying
03:09 Understanding Different Employment Categories
04:32 Tax Deductions and Income Considerations
06:48 Personal Experiences and Lessons Learned
08:37 The Missed Opportunity at 23
08:53 The Journey to Homeownership
09:27 The Reality of Real Estate Appreciation
10:08 Navigating Financial Fears
11:07 Making Smart Financial Decisions
11:29 The Impact of COVID on Real Estate
11:45 The Importance of Being Informed
12:50 Exploring Income Opportunities from Your Home
13:54 The Benefits of Refinancing
14:58 Taking the First Step Towards Homeownership
16:03 Contact Information and Final Thoughts

Connect with Liz:

www.instagram.com/lizlvlender

305-590-3087

Connect with Laiz:

305-590-3016