Real Estate Services
Three closings in March, zero in April. Commission income doesn't follow a schedule. Your bills do.
Feast or Famine
March was great. Three closings. Solid commission checks. You felt like things were finally clicking.
April was silent. One deal fell through. Another got delayed. Nothing closed. Bills didn’t care.
This is real estate. The income comes in chunks, unpredictable and uneven. You can’t smooth it out. You can only plan for it. The agents who last are the ones who treat a good month like a loan against the bad ones coming.
You're Running a Business
The brokerage gives you a desk, a brand, maybe some leads. They don’t give you a paycheck. That 1099 at the end of the year isn’t a formality. It’s the IRS telling you what you already knew: you’re self-employed. You’re a business.
That means quarterly tax estimates. Self-employment tax. Tracking expenses. Knowing your profit margin, not just your gross commission. Most agents never make this mental shift. They think of commission as income and expenses as annoyances. Then April 15th arrives and the bill is a shock.
Who We Work With
Who We Work With
Agents, brokers, teams, title companies, escrow officers, appraisers, home inspectors, mortgage brokers, transaction coordinators. Solo operators and small shops.
Where You Are
Where You Are
Doing enough business that the finances have gotten complicated. Too busy showing houses and closing deals to track it all yourself.
Expenses Hide Everywhere
Photography. Staging. Drone shots. Signs. Lockboxes. MLS dues. Association fees. Continuing education. E&O insurance. Gas. So much gas. Client gifts. Closing gifts. Marketing. The CRM you forgot you’re paying for.
Real estate has more deductible expenses than almost any profession. The problem is most agents don’t track them. A receipt gets lost. A charge on the credit card doesn’t get categorized. A mileage log never gets started. By year end, thousands of dollars in legitimate write-offs have vanished.
That’s money. Your money. Gone because nobody was keeping track.
Expense Tracking
Expense Tracking
Every deductible dollar captured and categorized. Photography, marketing, mileage, client expenses. Nothing falls through the cracks.
Mileage
Mileage
You drive constantly. The standard mileage deduction adds up fast. We help you track it properly so you get what you’re owed.
Quarterly Estimates Without the Guessing
How do you estimate taxes when you don’t know what you’ll earn? You closed $40K in Q1. Does that mean $160K for the year? Maybe. Maybe not. Q2 might be dry. Q4 might explode. There’s no way to know.
Most agents either underpay and owe penalties, or overpay and give the IRS an interest-free loan. Neither is great. We help you estimate smarter, adjust as the year unfolds, and stop dreading those quarterly deadlines.
Monthly Bookkeeping
Monthly Bookkeeping
Commission in, expenses out, profit tracked. Books closed every month so you always know where you stand.
Quarterly Tax Planning
Quarterly Tax Planning
Estimates based on real numbers, adjusted as closings happen. No more guessing. No more surprises.
Year-End Ready
Year-End Ready
When tax time comes, your CPA gets a clean file with every deduction documented. No scrambling. No missed write-offs.
Brokerage Accounting
Brokerage Accounting
Running a brokerage with agents under you? Splits, desk fees, payouts. We track who’s owed what and when.
Utah's Trusted Bookkeeping Firm
First Step:
Start With a Call
Tell us what's going on and we'll let you know if we can help. We'll ask a few questions and give you a straightforward quote.