For real estate agents
You look out for your clients. I look out for you.
Plenty of accountants focus on real estate investors. I focus on the real estate professionals who serve them. Part-time or full-time, residential or commercial, two closings a year or two a week.
Then I stay out of your way while you sell.
If any of this sounds familiar
- You chase your clients’ paperwork all day. Your own sits in the car.
- A showing moves, a closing slides, Saturday disappears — any system that needs a set hour every week is going to fail you.
- Mileage and receipts: your biggest deduction, the strictest rules.
- Nothing is withheld from a commission check, so December’s closing can wreck April.
- You could use someone to look at cash flow, budgeting and tax planning with you during the year.
- A monster year, then a quiet one. Last year’s numbers aren’t a plan.
- Somebody sells you leads, coaching, a CRM, postcards every week.
- You sell in Idaho and Washington, and there is particular tracking that needs to be done throughout the year for tax time.
Here are the parts of the problem we can help with.
- Books set upNew business, or set up properly from the start.
- Books catch up or clean upBehind, or never quite right.
- You do it, we helpYou keep the books. Quarterly feedback from us.
- We do itMonthly bookkeeping.
- Tax planning, tax preparation, IRS notices and audit representation
And when something comes up, call me.
A question about your own taxes. A client asking what selling the rental will cost them, how a 1031 works, or whether they should get a cost segregation study. A referral you need and don’t have.
Someone you can hand your client to without wondering how it’ll go.
Want me at your next office meeting?
I’ll talk to your agents about the business side — what to track, what holds up, what changes as you grow. Practical, not a pitch. No charge. Book me for your office.