Tax Planning for Real Estate Agents

Because Real Estate Agents’ income fluctuates so much from year to year, it is so important to do TAX PLANNING.

We meet with every one of our realtors in late October / early November to review their income and expenses for the year.

This is a free service we provide for all of our realtor clients.

We do it at the end of the year so we have accurate numbers for most of the year and can more accurately project the last few months.

Then we have time to make changes: 

• adjust payroll
• make estimated tax payments
• suggest extra expenses
• make large purchases
• setup and contribute to retirement
• and many more

If you wait until the year is over, it’s too late.