Business Details
Your Trusted Mortgage Brokers in Salt Lake City
At CPA Mortgage Services, we combine over 26 years of lending expertise with a deep understanding of accounting principles to deliver tailored mortgage solutions. Founded by a Certified Public Accountant, our firm specializes in residential and commercial loan programs, leveraging our unique financial background to guide clients toward optimal financing options. Our team prioritizes personalized service, offering access to a diverse range of mortgage products that major banks cannot match. With a commitment to 100% customer satisfaction, we ensure a streamlined, transparent process for first-time homebuyers, refinancers, and investors.Our leadership team brings decades of combined experience in accounting, tax preparation, and mortgage origination, establishing us as a trusted partner in the Salt Lake City market. We pride ourselves on transparency, integrity, and a client-first approach, ensuring every borrower receives expert guidance and exceptional support throughout their mortgage journey.
Services
Conventional Mortgages
FHA VA USDA Loans
Refinancing
Jumbo Loans
Adjustable-Rate Mortgages
Flex Term Loans
Interest-Only Loans
Commercial Loan Programs
Highlights and features
- We combine 38 years of accounting expertise with 26 years in mortgage lending.
- Our CPA background ensures sound financial advice for every client.
- Innovative programs like CPA FXG streamline commercial financing.
- Personalized service with a 100% satisfaction guarantee.
- Licensed professionals with NMLS certifications ensure compliance and expertise.
Associations and certifications
- Certified Public Accountant (CPA)
- National Mortgage Licensing System (NMLS)
What people say
Quick loan closing
Best customer service
Resolve questions timely
Honest and transparent service
Services
Conventional Mortgages
Conventional mortgages offer competitive rates for borrowers with strong credit and larger down payments. These loans provide flexibility without government backing, ideal for those seeking cost-effective financing. Our team ensures tailored guidance to secure optimal terms.
FHA VA USDA Loans
We specialize in FHA, VA, and USDA loans with low down payments and accessible eligibility. These government-backed programs cater to first-time buyers, veterans, and rural homebuyers. Our experts simplify the process for seamless approval and funding.
Commercial Loan Programs
Our CPA FXG program delivers direct commercial financing solutions for CPAs and their clients. This innovative approach eliminates traditional banking hurdles, offering tailored options for business property investments and growth initiatives.
Jumbo Loans
Jumbo loans finance high-value properties exceeding conforming limits, up to $2 million. Designed for luxury markets, these mortgages feature competitive rates and streamlined closings, including our Jumbo Elite program with rapid 25-day turnaround.
Refinancing
Refinancing replaces existing loans with improved terms, reducing costs or adjusting payments. We offer FHA streamline and VA IRRRL options for faster processing, ensuring clients achieve financial goals through optimized mortgage solutions.
People
David R. Tucker
Lending Manager
David R. Tucker, CPA and founder, combines 38 years of accounting expertise with 25+ years in mortgage lending. A licensed Utah CPA and NMLS-certified broker, he specializes in residential loans and tax strategies.
Kevin D. Tucker
Marketing Director
Kevin D. Tucker focuses on client relations and marketing, leveraging his University of Utah education and Spanish fluency. As a licensed loan originator, he prioritizes personalized service and client satisfaction.
Daniel J. Kimball
Mortgage Loan Originator
Daniel J. Kimball, a Utah State University accounting graduate, educates clients on mortgage options while delivering tailored financing solutions. His client-centric approach emphasizes transparency and financial clarity.
Questions
What makes CPA Mortgage Servicess unique?
Our CPA-led team combines accounting expertise with mortgage lending experience to offer tailored financial solutions and personalized service.
What loan types do you specialize in?
We offer conventional, FHA/VA/USDA, jumbo, adjustable-rate, and commercial loans, including our exclusive CPA FXG program.
How does refinancing work with CPA Mortgage Servicess?
We streamline refinancing with options like FHA streamline and VA IRRRL, ensuring faster approvals and improved loan terms.
Are there financing options for commercial properties?
Yes, our CPA FXG program provides direct commercial financing solutions tailored to business owners and investors.
