Tax & Bookkeeping for Real Estate Agents

Stop guessing at tax time.

I'm Jim Martin, a CPA with over 25 years of public practice experience. I work almost exclusively with real estate agents and self-employed professionals — so the deductions, the S-Corp rules, and the deadlines that trip other agents up are exactly what I handle every day.

Book a Free Call See pricing

25+ yrs experience · Real estate agents only · Based in Dallas, TX

Sample Review — First-Year Agent Illustrative

Home office deduction, not claimed $1,800

Mileage log, incomplete $2,400

Cell phone & internet, business-use % not tracked $900

Retirement contribution, unused $3,200

Commonly left on the table $0

*Illustrative example based on common patterns. Your numbers will vary — let's find yours.

Practical, hands-on, stress-free.

I've worked with real estate agents long enough to know what throws them off track: missed deductions, tax bills that show up as a surprise, and S-Corp rules that get set up wrong from the start. Commission income doesn't file like a paycheck, and generic tax advice doesn't hold up against it.

I won't just file your taxes or clean up your books — I'll explain the why behind the numbers, so you're never just handing off a folder of receipts and hoping for the best.

My background runs from public accounting to running my own practice, and today that experience is focused on one thing: real estate agents and self-employed professionals who want a CPA who actually understands how their income works.

Jim Martin, CPA is associated with Michael P. Bruce, CPA, PC, a Dallas-based accounting firm — (972) 386-6991.

25+ Years in public practice

1:1 Direct access, no account handoffs

100% Focused on agents & the self-employed

TX Based in Dallas, licensed CPA

Pricing

Start with a return, or go all in.

Tax and accounting work for real estate agents, priced plainly — pick what fits, and move up as your business grows.

Not ready for a subscription?

Tax Only

One clean, accurate return — no ongoing commitment. Most agents start here.

Self-employed (Schedule C) federal & state return
Deduction review built for commission income
One planning call before you file

$525 starting at, per return

Book a Free Call

Bookkeeping

Best for agents who want clean monthly books and fewer surprises, before moving to an S-Corp.

$150 / month

Book a Free Call

What's included

Bookkeeping

Monthly categorization & reconciliation
Clean, readable monthly reports
Home office & mileage deduction tracking

Tax management

Quarterly estimated tax calculations
Year-round visibility into what you owe

Support

Same CPA every time — no support queue
Priority scheduling for your annual return

Year-end tax return billed separately at the Tax Only rate.

What agents usually piece together instead.

A bookkeeping app and a payroll service add up fast — and neither one is actually a CPA. S-Corp Complete replaces both, plus gives you a real accountant handling it, for one flat monthly rate.

Bookkeeping software + your time $35–55/mo

Payroll service (Gusto, etc.) $49/mo

DIY tax software at year-end $100–200/yr

S-Corp Complete $325/mo

Questions about pricing

Why isn't my personal return included in S-Corp Complete?

Business and personal returns are priced separately so the monthly plans stay focused on what happens all year — bookkeeping, payroll, and estimated taxes. Your personal (1040) return is billed at the Tax Only rate, starting at $525, and I'll always quote it before I start.

Can I start with Tax Only and move up later?

Yes. Most agents start with a single return so we can see your numbers clearly, then move into Bookkeeping, S-Corp Complete, or Rentals & Multi-Income once it's clear where the savings are. There's no penalty for starting small.

Why doesn't Rentals & Multi-Income show a price?

Rental properties, side businesses, and multiple income sources vary too much to price with a flat number. On our call, I'll look at what you've got — how many properties, how many income streams, how many states — and give you a firm quote before any work begins.

What if my return is more complex than average?

The $525 starting price covers a typical self-employed agent return. Multiple properties, multiple states, or a more complex entity structure can move the price up — I'll always give you a firm quote before any work begins, never a surprise bill.

Is there a contract?

No long-term contract on either monthly plan. We work month to month, and you can move between plans as your business changes.

Let's take bookkeeping and taxes off your plate — starting this week.

You sell the houses. I'll handle the numbers.

Book a Free Call