Commission-based income creates unique tax and cash-flow challenges that many generalist CPAs don’t fully address. We take a real estate–focused approach designed to help agents stay organized, compliant, and prepared as their businesses grow.

Here’s what this looks like in practice:

- Proactive tax planning for commission income and variable cash flow
- S-corp structuring and ongoing compliance guidance
- Reasonable compensation analysis and payroll support
- Accountable plan setup and reimbursement guidance for mixed-use expenses
- Quarterly estimated tax planning to avoid surprises

We help real estate agents and brokers stay compliant while planning ahead to reduce tax exposure as income fluctuates throughout the year.

Services in this area include:

- Individual and business tax return preparation
- Proactive tax planning for commission-based income
- Quarterly estimated tax planning and monitoring
- Multi-state tax considerations where applicable

Clean and consistent accounting makes it easier to understand profitability and plan ahead, especially when income is uneven.

Services in this area include:

- Bookkeeping tailored to real estate sales activity
- Income and expense tracking aligned with commissions
- Reconciliation of business accounts and credit cards
- Reporting to support tax planning and decision-making

As real estate businesses grow, entity structure and compensation decisions become increasingly important.

Services in this area include:

- S-corp setup and ongoing compliance
- Reasonable compensation planning and documentation
- Accountable plan design and implementation
- Advisory support as teams or operations expand