Industries · Real estate
More deductions,
fewer surprises.
Tax planning and bookkeeping for agents, brokers and rental property investors.
Sound familiar?
Real estate taxes are complicated. Your accountant shouldn’t be.
Commission income swings
We plan quarterly payments around your closings.
Rental property depreciation
Every property depreciated correctly, including cost segregation.
1031 exchanges
We coordinate timelines with your intermediary so the exchange holds.
What we handle
Built for agents and investors.
✓
Agent and broker business returns
✓
Rental property Schedule E
✓
Depreciation and cost segregation
✓
1031 exchange coordination
✓
Mileage and home-office tracking
✓
Entity setup for new properties
★★★★★
“They saved me more in depreciation than their fee. Easy decision.”
Andre M. · Rental property investor
Tax season is closer than you think.
Book a free 15-minute call. We’ll tell you exactly what you need and what it costs, before you commit.