Tax and Bookkeeping Solutions for busy Real Estate Agents
Get organized, lower your tax bill, and stay focused on closing deals—not spreadsheets.
I'm Jim Martin, a CPA with over 25 years of public practice experience.
I’ve worked with real estate agents long enough to know what throws them off track—missed deductions, tax surprises, and unclear S-Corp rules. I’ve made it my mission to simplify your finances so you can stay focused on selling.
My approach is hands-on, practical, and stress-free. I won’t just file your taxes or clean your books—I’ll explain the why behind the numbers so you always feel in control.
➡️ If you're a self-employed agent tired of guessing at tax time, let's fix that.
Services
📌Tax Only
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Year-end filing & deduction review
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Strategic tax planning for agents
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Avoid surprises at tax time
✅ Best if you only need tax help once a year
💼S-Corp Payroll
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Set up & manage your S-Corp the right way
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Quarterly filings, W-2s, 941s
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Save money while staying compliant
✅ Ideal for S-Corp agents or those ready to switch
📊Monthly Bookkeeping
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Categorization & reconciliation
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Monthly reports and clean year-end books
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Year-round visibility into your finances
✅ Perfect if you want full support, not just year-end cleanup
Let’s take bookkeeping and taxes off your plate—starting this week.
You sell the houses. I’ll handle the numbers.