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Realtors & Brokerage

Realtors & Brokerage

We specialize in serving real estate professionals across the brokerage ecosystem, including individual agents and growing brokerages. Our accounting, tax, and advisory services are designed to address commission-based income, variable expenses, and regulatory compliance unique to the real estate industry.

We help agents establish efficient business structures, maintain accurate records, and plan proactively for taxes—allowing them to focus on transactions and client relationships. For brokerages, we provide scalable financial systems and oversight to support growth, compliance, and profitability.

Residential Neighborhood View

Real Estate Agents & Professionals

We provide specialized accounting and tax advisory services designed for real estate professionals navigating commission-based income and growth.

  • Business setup & entity selection (LLC, S-Corp optimization)

  • Commission tracking & expense management

  • Bookkeeping & bank/credit card reconciliations

  • Quarterly estimated tax planning & payments

  • Retirement strategies for self-employed professionals (Solo 401(k), SEP-IRA)

Real Estate Brokerages

We provide tailored accounting, compliance, and financial oversight solutions designed specifically for brokerages managing agents, commissions, and regulatory complexity.

  • Customized chart of accounts & management reporting

  • Brokerage accounting & financial statement preparation

  • Agent commission processing & expense oversight

  • 1099-NEC and W-2 compliance & filings

  • Budgeting, cash flow planning & internal controls

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