REAL ESTATE AGENTS

Whether you are an experienced real estate professional or new to real estate as a career, you want to take advantage of as many tax breaks as the law provides. Every real estate agent’s situation is unique so we tailor each solution based upon the individual’s circumstances.

When we initially meet with agents, we typically discuss whether it is an advantage for them to incorporate, how best to deduct their automobile expenses, whether a retirement plan should be established and other general business and tax issues. Most of our current real estate agent clients are incorporated and we maintain their general ledgers, prepare quarterly and annual tax returns and provide tax planning for them during the year to avoid tax surprises at year end. Typically, we charge a flat quarterly fee to agents for these services and, as with all our clients, the initial consultation is free of charge.

If you are a real estate professional and have questions about whether you can be saving taxes, please give us a call.