Finally—An Accountant Who Actually Understands Real Estate

Monthly Accounting Plans
Free Agent Tax Guide

We take the stress of bookkeeping, taxes, and compliance off your plate—so you can focus on closing deals, helping clients, and growing your business.

Not Just Another Accounting Firm

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You didn’t get into real estate to do bookkeeping. You need a financial partner who understands the intricate details of Real Estate Agent finance.

  • 1099 income

  • Brokerage splits

  • Mileage logs

  • S-Corps

  • Agent specific write-offs

  • Every other little nuance most “normal” accountants just don’t get.

Let us handle your real estate accounting needs.

From bookkeeping to tax preparation to strategic advice, we provide real estate agents with top-tier accounting services so they can focus on serving their clients.

You need confidence in your taxes: what to pay, when to pay, and how much to pay. You shouldn’t have to worry about the details - that’s our job!

You Sell. We Handle the Rest.

Whether you're just starting or scaling to a team, we keep your books clean, taxes minimized, and finances aligned with your goals.

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Want Us to Handle It All for You?

  • Proactive tax planning + compliance for peace of mind and savings.

    • Annual tax return filing

    • Quarterly tax estimates

    • Personalized tax strategies to maximize deductions

    • Year-round support to stay compliant

    • Includes 2 planning meetings per year with your dedicated advisor

    Best for: Agents who don’t need bookkeeping but want proactive advice to help save more at tax time without the stress.

  • Accurate books + crystal-clear financials to grow with confidence.

    • Everything in Essential

    • Monthly bookkeeping and reconciliations

    • Audit-ready financial records

    • Monthly financial reports

    • Expense optimization strategies

    Best for: Growing agents closing consistent deals who want organized finances, smarter decisions, and proactive savings.

  • CFO-level partnership to scale your business and build lasting wealth.

    • Everything in Producing Agent

    • Advanced tax planning strategies

    • Entity tax structure reviews

    • Quarterly strategy sessions

    • Profit coaching & wealth-building roadmap

    Best for: High-volume agents & team leaders who want a trusted financial partner to maximize profits and create sustainable wealth.

EXPLORE MONTHLY PLANS
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