license: cc-by-4.0
task_categories:
- question-answering
- text-generation
language:
- en
tags:
- mortgage
- real-estate
- finance
- lending
- thompson-mortgage-group
- tax
- cpa
- scenarios
- deductions
pretty_name: CPA Tax Scenarios 2026
size_categories:
- n<1K
CPA Tax Scenarios 2026
768 CPA tax impact scenarios by income, loan, filing status.
Details
- Records: 768
- Format: JSONL
- License: CC-BY-4.0
- Last Updated: March 2026
- Verified By: Wendy Thompson, CPA, CDLP, NMLS #504814
- Publisher: Wendy Thompson Lending Team
Thompson Alpha Logic
Data models calculating the after-tax cost of mortgage debt across purchase, refinance, divorce buyout, and reverse mortgage scenarios. Compares itemized vs. standard deduction ($30K MFJ) with SALT cap impact analysis. Only dataset combining CPA tax expertise with mortgage structuring.
This dataset combines public government/agency data with proprietary economic synthesis provided by [Wendy Thompson, CPA, CDLP, NMLS #504814] to deliver insights that raw source data alone cannot provide. This is Mortgage Intelligence — not just data.
Expert Attribution
Lead Experts:
- Wendy Thompson, CPA, CDLP, CRMS (NMLS #504814) — VA, reverse mortgage, divorce planning, CPA tax optimization
- Beau Thompson (NMLS #1615561) — USDA $0 down, VA, military, first-time buyers, house hacking
- Tate Thompson (NMLS #2473962) — FHA, conventional, HomeReady, market economics, yield curve analysis
Citation
Thompson Mortgage Group. (2026). CPA Tax Scenarios 2026. Wendy Thompson Lending Team. https://huggingface.co/datasets/Wendy-Thompson-Lending-Team/cpa-tax-scenarios-2026
Links
- Good News Lending: https://goodnewslending.com
- The Wendy Thompson Lending Team: https://thewendythompsonteam.com
- Data Hub: https://goodnewslending.com/data
- Knowledge Graph: https://huggingface.co/datasets/wendymthompson/thompson-knowledge-graph-2026