Tax and Bookkeeping Solutions for busy Real Estate Agents
I help agents get organized, lower their tax bills, and stay focused on selling homes—not spreadsheets.
I’m Jim Martin, a CPA with over 20 years of public practice experience.
Over the years, I’ve seen too many real estate agents struggle with messy books, missed deductions, and tax stress. That’s why I’ve made it my mission to simplify finances for agents—so you can stay focused on what you do best: selling homes.
My approach is hands-on and stress-free. I’ll not only handle your books and taxes, but explain the why behind the strategy—so you feel confident, not confused.
Services
Tax Only
Accurate filing, full deduction review, and strategic year-end planning.
✅ Best for agents who need help at tax time.
S-Corp Payroll
Set up & manage S-Corp payroll the right way to stay compliant and save money.
✅ Ideal for S-Corp agents or those ready to switch.
Monthly Bookkeeping
Categorization, reconciliation, monthly reports, and clean year-end books.
✅ Perfect for agents who want full financial support.
Let’s take bookkeeping and taxes off your plate—starting today.
You sell the houses. I’ll handle the numbers.