Services
Tax Smart - Real Estate Agent
TAX STRATEGY
Are you overpaying the IRS? Real estate agents who want to be sure they apply the least amount of taxes possible can’t hand their accountant a stack of receipts in March and expect them to work magic. The key to managing tax liabilities is with proactive planning.
Can you imagine what you could do if you could save thousands of dollars in taxes? Reducing what we pay in taxes can have a huge positive impact on our lives and bring on big changes and opportunities in the future.
The goal of a Proactive Tax Strategy is to help you keep more of what you earn by using legal tax deductions and loopholes that allow you to maximize your GCI, increase your wealth and take control of your taxes!
TAX MAINTENANCE
After you’ve completed the entire tax strategy process, you will have the option to move into one of our tax maintenance plans to ensure you never overpay a dime of tax again! Your tax maintenance plan may include:
Monthly analysis of your bookkeeper’s financial statements to ensure that they are correct and in accordance with the strategy that has been developed for you
Advice on and revision of your current tax strategy when needed due to changes in your circumstances or changes in tax laws
Preparation of your business and personal tax returns
IRS and State tax accounts monitoring
Tax deadline reminders
24/7 access to a Secure Cloud Portal to gather, Organize, and Sign tax documents
Tax Consulting to educate and empower you in your own tax strategy and financial plan
Specified phone time with your personal Tax Strategist
E-Mail question and answer sessions
TAX PREPARATION
Tax preparation can be fairly complicated for a Real Estate Agent. Missing critical deductions will make you pay more taxes and deducting things you’re not qualified to can get you in trouble with the IRS. This can lead to a headache of dealing with the IRS, out-of-pocket professional fees, interest, and hefty penalties.
When you work with me I’ll do more than help your business meet compliance requirements; I’ll work hard to find real tax savings you can bring to the bank. As your tax preparer, we’ll make sure you get every tax deduction and credit you are entitled to so your business retains more of your GCI and maximizes profitability. Unlike online tax software, a real person who cares about controlling your tax burden will review your tax documents and make sure you only pay what you legally owe.