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📋Self-Employed

P&L Loans in California

CPA-prepared profit and loss statement qualification — minimal docs for business owners.

Minimal documentationCPA-verified incomeFaster processingNo bank statements needed

Bottom Line Up Front

One of the most flexible self-employed options — qualify using a CPA-prepared P&L covering the most recent 12 months.

Minimal documentationCPA-verified incomeFaster processingNo bank statements needed

Overview

One of the most flexible self-employed options — qualify using a CPA-prepared P&L covering the most recent 12 months.

Who Qualifies?

Self-employed 2+ years. Licensed CPA-prepared P&L. 660+ credit. 10-20% down.

Key Benefits

  • Minimal documentation
  • CPA-verified income
  • Faster processing
  • No bank statements needed

✅ Pros

  • Simple docs
  • CPA credibility
  • Fast approval

⚠️ Considerations

  • Higher rates
  • CPA cost
  • Limited availability

California-Specific Information

Popular in California for business owners with multiple entities or complex banking arrangements.

Rates & Pricing

Comparable to bank statement rates — 1-2% above conventional.

Why Choose Save Financial for P&L Loans?

Save Financial is a trusted California mortgage broker (NMLS #377740) with 45 years of combined experience and relationships with 20+ wholesale lenders. We specialize in finding the best p&l loans rates and terms for California borrowers. Our $500 price guarantee means if we can't beat another lender's offer, you get $500. We serve 60+ California cities from our offices in Newport Beach and Marina del Rey, and our team speaks English and Spanish.

Call (888) 703-1840 or get a free quote online — open 7 days a week, 9AM–8PM.

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$500 Cash Loan Price Match Guarantee

Get a written offer from any lender. If Save Financial cannot beat it for the same product, we pay you $500 cash.

NMLS #377740 · DRE #01875766 · Call (888) 703-1840

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Reviewed By

Mike Baasti, Licensed Mortgage Broker

Founder of Save Financial, Inc. (NMLS #377740) in Newport Beach, CA. 20+ years in residential and investment lending across conventional, FHA, VA, jumbo, hard money, bank statement, and specialty mortgage programs.

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No obligation · No hard credit pull

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$500 Price Match Guarantee

We beat any lender's written offer or pay you $500.

🛡️ Equal Housing Lender
NMLS Licensed
5-Star Rated
🏆 BBB Accredited

Frequently Asked Questions — P&L Loans

A licensed CPA independent from the borrower must prepare and attest to it.

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