Welcome to my website.

I am both a licensed mortgage professional and a licensed accounting professional.  This unique combination allows me to provide financial knowledge and expertise to my clients for their mortgage needs.

Whether you're purchasing a home for the first time, taking out equity from your home for investment or pleasure, or your current mortgage is simply up for renewal, my professional unbiased advice will allow you to make an educated decision.

If you are self employed or have your own business, I provide holistic accounting and tax planning that aligns your unique financial situation to your mortgage needs.

No matter what your situation is, I will find you the best rates and options available.

Joseph Kwan, CPA, CA, CPA (IL)

Mortgage agent