Required Documentation for Self-Employed Mortgages

Prepare these documents before applying to speed up approval and avoid delays. Nevada self-employed borrowers need more documentation than W-2 employees.

Personal Tax Returns

  • 2 Years: Complete personal 1040 tax returns (all pages)
  • Schedule C: If sole proprietor (profit/loss from business)
  • Schedule E: If rental property income
  • Schedule K-1: If partnership or S-corp shareholder
  • All Schedules: Don't omit any pages – lenders need complete returns
Tip: Request IRS 4506-T transcript to verify returns match what you filed

Business Tax Returns

  • 2 Years: Complete business returns if incorporated
  • Form 1065: For partnerships
  • Form 1120: For C-corporations
  • Form 1120-S: For S-corporations
  • Balance Sheets: Showing business assets/liabilities
Note: Sole proprietors without separate business entity typically only need Schedule C

Profit & Loss Statement

  • Year-to-Date: Current year P&L through most recent quarter
  • CPA Prepared: Signed by accountant (preferred) or self-prepared if consistent
  • QuickBooks: Or similar accounting software printout acceptable
  • Updated: No older than 60-90 days from application date
Pro Tip: Keep P&L format consistent with tax return categories for easier verification

Bank Statements

  • 2 Months: Personal bank statements (all accounts)
  • 2 Months: Business bank statements (all accounts)
  • All Pages: Include cover page with name/account number
  • Verify Assets: Proves down payment/reserves available
  • Explain Large Deposits: Any unusual deposits require explanation letters

Additional Documents You May Need

Business License

Nevada state/city business license proving legitimate operation

CPA Letter

Letter from accountant verifying business existence and stability

1099 Forms

If independent contractor, 2 years of 1099-MISC/NEC forms

Contracts/Invoices

Active client contracts proving ongoing income

Start Your Self-Employed Application
Our specialists will guide you through the documentation process

Pro Strategies: Maximizing Your Self-Employed Mortgage Approval

Advanced tactics Nevada business owners use to strengthen applications, qualify for better rates, and navigate the self-employed mortgage process with confidence.

1

Plan Ahead 12-24 Months

The best time to prepare for a self-employed mortgage is before you need it. Strategic tax planning can dramatically improve your qualifying income.

Year Before Purchase:

  • Minimize business write-offs to show higher income
  • Work with CPA to structure income optimally
  • Ensure consistent income across quarters
  • Build business reserves in bank accounts
  • Pay yourself regular salary (if S-corp/LLC)
Example Impact: Reducing write-offs by $20K could increase annual qualifying income by $20K, potentially adding $80K+ to loan amount (at 25% DTI).
2

Separate Personal & Business Finances

Clean separation between business and personal finances simplifies documentation and shows professional management to underwriters.

Essential Separations:

  • Dedicated business bank account (no personal transactions)
  • Business credit card separate from personal
  • Pay yourself regular "salary" via transfer
  • Keep clear records of business vs personal expenses
  • Use accounting software (QuickBooks, FreshBooks)
Why It Matters: Mixed finances create red flags for underwriters and delay approval while they sort through transactions. Clean books = faster approval.
3

Explain Income Fluctuations

If your income varies year-to-year, be proactive with written explanations that provide context to underwriters before they ask.

Write a Letter Explaining:

  • Seasonal business cycles (e.g., HVAC contractor busy in summer)
  • One-time business investments that reduced net income
  • New contracts or clients secured for current year
  • Business growth trajectory and expansion plans
  • COVID impact and recovery (if applicable)
Pro Tip: Have your CPA co-sign the letter or provide separate verification. Third-party validation carries more weight than self-written explanations.
4

Build Strong Cash Reserves

Self-employed borrowers need larger reserves than W-2 employees. More months of reserves = lower risk in lender's eyes.

Target Reserve Levels:

  • Minimum (Primary Residence): 6 months PITI reserves
  • Strong Position: 12+ months PITI reserves
  • Investment Property: 12-18 months reserves
  • Include business reserves if applicable
  • Show seasoning (funds in account 60+ days)
Calculation: PITI = Principal + Interest + Taxes + Insurance. If your monthly PITI is $3,000, 6 months = $18,000 in reserves after down payment and closing costs.

Additional Advanced Strategies

Use a Co-Borrower

Spouse or partner with W-2 income can strengthen application significantly. Their stable income offsets self-employed variability.

Increase Down Payment

Putting 25-30% down can offset weaker income documentation. Lower LTV = lower risk = more lenient underwriting.

Show Active Contracts

Signed client contracts or purchase orders for future work demonstrate ongoing income even if recent tax returns are lower.

Work with Specialist LO

Loan officers experienced with self-employed borrowers know which lenders are most flexible and how to package your file.

Alternative Loan Programs for Self-Employed Borrowers

Traditional documentation too challenging? Nevada self-employed borrowers have alternative mortgage options designed for business owners with complex income situations.

Bank Statement Loans

Use 12-24 months of business bank statements instead of tax returns. Lenders calculate average monthly deposits to determine qualifying income.

Best For:
  • Business owners who write off most income
  • Self-employed with strong cash flow
  • Those unable to show tax return income
Down Payment:10-20%
Credit Score:660+
Business History:2 years
Explore Bank Statement Loans

Stated Income / No-Doc Loans

State your income without extensive documentation. Lender focuses more on assets, credit, and down payment rather than income verification.

Best For:
  • High net worth individuals
  • Multiple income streams hard to document
  • Investment property purchases
Down Payment:20-30%
Credit Score:700+
Assets:Strong reserves
Explore Stated Income Loans

P&L Statement Loans

Use CPA-prepared Profit & Loss statements instead of full tax returns. Requires professional accountant certification of income.

Best For:
  • Growing businesses with recent income increases
  • Those who work with professional CPAs
  • Seasonal business income fluctuations
Down Payment:15-20%
Credit Score:680+
CPA Required:Yes
Explore P&L Loans

Comparing Alternative Programs vs Traditional Mortgages

Feature Traditional (Full Doc) Bank Statement Stated Income P&L Only
Tax Returns Required Yes (2 years) No No Sometimes
Min Down Payment 3.5-5% 10-20% 20-30% 15-20%
Min Credit Score 580-620 660+ 700+ 680+
Interest Rate Lowest +0.5-1% +1-2% +0.5-1.5%
Documentation Level Extensive Moderate Minimal Moderate
Approval Speed Standard Faster Fastest Fast
Best For W-2 employees High write-offs High net worth Growing income

Nevada Tip: Many self-employed borrowers combine traditional and alternative programs. For example, use bank statements for one property and traditional docs for another to build qualification history.

Challenges Self-Employed Borrowers Face

Self-employed Nevada homebuyers face unique mortgage qualification hurdles. Understanding these challenges helps you prepare and qualify faster.

Income Verification Complexity

W-2 employees simply provide pay stubs. Self-employed borrowers must document 2 years of tax returns, business financials, profit/loss statements, and more.

Common Issue:
Lenders average 2 years of net income after write-offs, which may be lower than actual cash flow.

Income Fluctuations

Business income varies month-to-month and year-to-year. Lenders want stable, consistent income to ensure you can afford payments.

Solution:
Show consistent or increasing income trends over 2+ years to prove stability.

Tax Write-Offs Reduce Qualifying Income

Nevada business owners maximize deductions to reduce taxes, but this lowers net income on tax returns – which is what lenders use for qualification.

Strategy:
In years before buying, minimize write-offs to show higher income for mortgage qualification.

How Lenders Calculate Your Self-Employed Income

Understanding this formula helps you know what income lenders will use for qualification. It's not your gross business revenue – it's your adjusted net income.

Step 1: Start with Net Profit
2024 Net Business Income: $85,000
2023 Net Business Income: $78,000
This is Line 31 on Schedule C or equivalent from 1040 tax return
Step 2: Add Back Non-Cash Expenses
Depreciation (2024): +$12,000
Amortization (2024): +$3,000
Depletion (if applicable): +$0
Adjusted 2024 Income: $100,000
Step 3: Average the Two Years
(Adjusted 2024 + Adjusted 2023) ÷ 2 = Qualifying Income
($100,000 + $90,000*) ÷ 2 = $95,000/year
*Assumes 2023 income also adjusted for non-cash expenses
Monthly Qualifying Income for DTI:
$7,917/month
Key Insight: If 2024 income is significantly higher than 2023, lenders may use only the most recent year if you can document the income increase reason (expanded business, new contract, etc.). Always worth asking!
Self-Employed Solutions

Self-Employed Mortgage Nevada - Get Approved

Complete guide for Nevada self-employed homebuyers and business owners. Learn documentation requirements, income verification methods, alternative loan options, and strategies to qualify for a mortgage when you're 1099, freelance, contractor, or own your own business in Las Vegas, Reno, and Henderson.

2 Years
Tax Returns
1099
Accepted
24-48hr
Approval
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Business Owners
We Understand
Specialized underwriting for self-employed Nevada borrowers
Self-Employed Solutions

Self-Employed Mortgages Nevada

Complete guide to getting a home loan as a self-employed borrower, freelancer, contractor, or business owner in Nevada. Learn documentation requirements, income calculation methods, qualification strategies, and specialized loan programs for Las Vegas, Reno, and Henderson entrepreneurs.

2 Years
Tax Returns
43%
Max DTI
Bank
Statements
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We Specialize
Self-Employed Loans
Flexible income documentation for Nevada entrepreneurs

What You Need

Self-Employed Mortgage Requirements

Documentation and qualifications for Nevada business owners and 1099 contractors

Income Documentation

Standard documents needed to verify self-employed income:

  • 2 Years Tax Returns – Personal (1040s) with all schedules
  • Business Tax Returns – If you own 25%+ of a business
  • Year-to-Date P&L – Current profit & loss statement
  • 1099 Forms – If contractor (last 2 years)
  • Business License – Nevada state/local license
  • Bank Statements – 2 months business & personal

Qualification Guidelines

Requirements to qualify for a self-employed mortgage:

  • 2 Years in Business – Minimum self-employment history
  • Stable/Increasing Income – Income shouldn't be declining
  • 620+ Credit Score – For most programs (580 for FHA)
  • 43% DTI or Lower – Debt-to-income ratio with new payment
  • Cash Reserves – 3-6 months PITI recommended
  • Down Payment Funds – Typically 3.5-20% depending on loan

How Lenders Calculate Self-Employed Income

Lenders use your net income after deductions (not gross revenue) averaged over 2 years. Here's the formula:

Step 1: Start with Adjusted Gross Income from Schedule C or business tax return

Step 2: Add back non-cash deductions (depreciation, depletion, amortization)

Step 3: Subtract any one-time income sources

Step 4: Average Year 1 and Year 2 income

Result = Qualifying Income

Example: If you netted $80,000 in Year 1 and $90,000 in Year 2, your qualifying income is $85,000 annually ($7,083/month). Business expenses reduce taxable income but also reduce qualifying income for mortgages.

Less Than 2 Years Self-Employed?

You may still qualify with 1 year of self-employment if you worked in the same field as a W-2 employee before. Contact us to discuss your specific situation.

Discuss My Situation

Specialized Programs

Alternative Documentation Options

Flexible mortgage programs for self-employed Nevada borrowers

Bank Statement Loans

Use 12-24 months of personal or business bank statements instead of tax returns to qualify.

  • No tax returns required
  • 10-20% down payment
  • Competitive rates
Learn More

Asset-Based Loans

Qualify based on your liquid assets rather than income documentation. Perfect for high net worth borrowers.

  • No income verification
  • Uses investment accounts
  • 20-30% down typically
Learn More

CPA Letter Programs

Use a letter from your CPA verifying income instead of full tax return documentation.

  • Simplified documentation
  • CPA verification required
  • Faster processing
Learn More

Maximize Your Qualifying Income

Our experienced underwriters know how to structure your self-employed application for maximum approval odds. We'll help you present your income in the best light.

Business Owners & Contractors

Self-Employed Mortgage Guide Nevada

Get approved for a home loan as a 1099 contractor, freelancer, or business owner in Nevada. We specialize in self-employed mortgages for Las Vegas, Henderson, and Reno entrepreneurs.

Flexible Documentation
Expert Underwriting
Fast Closings

We approve

1099 Income

Specialized underwriting