---
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