CPAs, Accountants & Underwriters
Smart Structure. Real Confidence.
Behind every wealth strategy is a numbers expert who helps make it bulletproof.
Are You Structuring Your Finances to Qualify—or Just to File?
- Could your current tax strategy hurt your ability to get financing?
- Do you know the best way to title your next investment property?
- What’s the smartest way to report income when you’re self-employed?
- Have you factored in how real estate losses impact your future loan eligibility?
- Are you maximizing every legal deduction without compromising buying power?
Most people treat real estate, taxes, and lending as separate topics.
The wealthiest people know they are one conversation.
Why These Professionals Are Critical to Your Real Estate Success
Accountants & CPAs
These aren’t just your tax preparers—they’re your financial translators.
- Entity Formation Guidance
LLCs, S Corps, Trusts—your accountant helps you choose the right structure for asset protection, tax efficiency, and ease of financing.
- Income Reporting Strategy
Should you show more income or reduce tax liability? What about depreciation and real estate losses? Your accountant helps strike the right balance.
- 1031 Exchange Navigation
Sell a property and defer taxes—if it’s done properly, with the right timing and reporting.
- Real Estate-Specific Deductions
Cost segregation, depreciation schedules, and mortgage interest deductions can significantly reduce your tax burden.
- Multi-Year Planning
True tax strategy isn’t about April 15th. It’s about the next five to ten years of your real estate life.
Underwriters:
The Loan Decision-Makers
Most clients never meet them—but they decide if your loan gets approved.
- They review every line of your tax return, verifying income, assets, and liabilities.
- They examine your property title, appraisal, and credit profile under strict investor guidelines.
- They find what your lender might miss, so it’s better to align with them from the start.
At Stairway, we pre-underwrite your file before it’s ever submitted—so you’re never surprised later.
“I had three investment properties and great cash flow, but my accountant aggressively wrote everything off. I got denied by two banks before my Stairway advisor worked with my CPA and an underwriter to restructure my approach. I refinanced and bought two more rentals the same year.”
— Jacob L., Investor, Austin TX
What We Help Clients Do Differently
At Stairway Mortgage, we work in sync with your CPA and bookkeeper—not after the fact, but from the beginning. This collaboration helps:
For CPAs, Accountants & Underwriters
Join Our Circle of Trust.
When clients win, we all win. That’s why we:
- Refer serious clients looking for real estate-savvy financial pros
- Collaborate on tax and entity structure before purchase
- Offer co-branded content, webinars, and opt-in guides
- Train our advisors to speak your language, so deals move faster
- Protect your reputation by only sending you qualified, respectful referrals.
Let’s serve smarter—together.
100% Client Satisfaction
Real Comments, Real People
Hear From Some Past Clients of Our Founder
First-time home purchase and refinance with fast closing
Great customer service! We were living in California for 20+ years, and every year our rent went up, so we decided to move to Virginia and get our own house. Jim helped us with our very first home mortgage and constantly updated us with the lowering rates. After we were presented with different options, we decided to do a refi, and his team made it possible for us to grab the opportunity to shorten our term from 30 to 15 years at a much lower rate. In just around three weeks we were able to close. Me and my family will definitely recommend them!
Johnny Blan - via Facebook
Retired Investor -
CALIFORNIA
CALIFORNIA
Guidance through the purchase process with clear explanations
They worked with me on the purchase process. Their knowledge helped me to choose the option that was most convenient. From the beginning they explained the process. Thanks Jim!
Dayana Ruiz - via Facebook
Mortgage Loan Originator Columbus Capital Lending -
FLORIDA
FLORIDA
Investor-friendly lender who goes the extra mile
I'm an RE investor. Had multiple loan officers but one really stands out – JIM BLACKBURN. Now, he is working on a third deal with me. He does go the extra mile. A few examples from the past: I have tons of properties and live in China with unique income (he made it work!). He called me in China at 1 AM to get information to close the deal. He is super efficient with collecting the right documents upfront to avoid a lot of back and forth later with processors. You can't go wrong with Jim.
Dennis Nikolaev - Facebook
Studio Leader at APCE Dennis Studio -
CHINA
CHINA