Self-employment tax. Lumpy commission income. The deductions you keep meaning to track. We are a CPA firm built for real estate agents and teams, and we work with you year-round, not just at tax time. Book a call to talk through your situation, or try our free 12-month cash flow forecaster to plan your year.
Most CPAs treat real estate agents like a W-2 employee with extra paperwork. We handle the things that are specific to your business: self-employment tax, S-corp election timing, mileage, home office, and the deductions you usually miss.
Tax season is the easy part. The real work happens June, August, October, when you are deciding whether to fund a SEP-IRA or staff up. We check in throughout the year so April is a confirmation, not a surprise.
You know your market. We learn yours. We are based in Missoula, Montana, and work with agents and teams from coast to coast. Real conversations, real answers, same-week response.
Drop in your active deals and your monthly expenses. The forecaster shows you a probability-weighted view of the next 12 months so you can see lean stretches coming. Free, branded PDF you can keep, share with your spouse, or hand to your CPA.
Most CPAs file your return and disappear until next April. We do the work behind a healthy real estate business all year: clean books, tax planning, quarterly estimates, and clear decisions when you need them.
Clean books and monthly reports built for self-employed agents. You see commissions, expenses, and profit per quarter without doing the math yourself.
Year-round tax planning sized for self-employed real estate agents. Quarterly estimates, S-corp timing, deductions tracked from the start of the year.
Help thinking through team hires, lead-gen spend, and growth decisions using real numbers from your business, not guesses.
Most CPAs treat real estate agents like a W-2 employee with extra paperwork. We handle agents like the business owners you actually are: self-employment tax, quarterly estimates, S-corp election timing, home office, mileage, and the deductions you probably miss.
Tax season is the easy part. The real work happens June, August, October, when you are deciding whether to fund a SEP-IRA or staff up. We check in throughout the year so April is a confirmation, not a surprise.
You know your market. We learn yours. We are based in Missoula, Montana, and work with real estate agents and teams from coast to coast. Phone calls, not ticketing systems.
Flat-rate engagements, no surprise bills. You’ll know what your tax prep and planning cost before you say yes. Accessible doesn’t mean corner-cutting, it means honest.
If you cleared more than $50,000 in commissions last year, almost certainly yes. Self-employment tax alone is 15.3%, on top of federal and state income tax. A few well-tracked deductions and the right structure (often an S-corp election once net profit is consistently above $50,000 to $60,000) can save you several times what a CPA costs.
General benchmark: when your net profit after business expenses is consistently above $50,000 to $60,000 a year. That is the threshold where the S-corp tax savings usually outweigh the cost of payroll and the second return. Try our S-corp calculator, then book a call and we will confirm with your actual numbers.
Yes. Quarterly estimates are part of every year-round engagement. We calculate them, remind you when they are due, and keep you out of the IRS underpayment penalty and the cash crunch of a big April surprise.
The ones we see left on the table most often: mileage (often tens of thousands of dollars a year), home office, MLS dues and broker fees, lead-gen subscriptions, CRM software, professional photography, staging costs, and the business-use portion of cell and internet. We build a deduction baseline you can carry forward year after year.
Pricing depends on your setup (single agent vs. team, S-corp vs. sole prop, bookkeeping needs), but every engagement is flat-rate and quoted up front. Book a 20-minute call and we will give you a real number on the spot.
No. We work with real estate agents and teams nationwide. Everything is handled by phone, video, and secure document sharing. If you do happen to be local, we are based in Missoula and you are always welcome at the office.
No pitch, no pressure. Bring your pipeline, your last tax return if you have it, and your questions. We will walk through whether we are the right CPA for where your real estate business is headed this year.
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