You Sell Properties, We Manage Your Finances
As a real estate broker, you have complex tax obligations. We'll ensure the T776 forms are prepared, and more importantly, we get you paid maximum tax savings on your real estate operations.
The accounting challenge real estate brokers face.
Managing your books as a broker requires juggling commissions, referral fees, brokerage splits, and personal expenses. Here's what we help you avoid.
We'll help you avoid the challenges of:
- ×Commission complications: Tracking split commissions, referral fees, and brokerage payouts
- ×Disorganized bookkeeping: Filing personal expenses within your business books
- ×Missed deductions: Not knowing which expenses you can write off as a broker
- ×Vehicle & Marketing Allowances: Handling car and marketing expenses correctly
- ×Broker Retention & Compensation: Setting up bonus and profit share structures that work
How we can support your brokerage when it comes to tax & accounting.
We can support your brokerage in a way that helps you keep more of what you earn, save on taxes, and free up your time to sell more properties.
We will help you with:
- ✓Expert Tax Planning & Filing: We know how the tax system works for real estate brokers and how to maximize your savings
- ✓Commission Tracking and Reconciliation: Track every commission, referral fee, and brokerage split with clean records
- ✓Expense & Vehicle Management: We'll help you handle vehicle and marketing expenses within CRA rules
- ✓Business Setup & Personal Corp (PREC): We help set up a real estate corporation and structure it for tax efficiency
- ✓Broker & Team Support: If you have a team, we help build compensation structures that keep talent and reduce tax
"You no longer have to leave money on the table when it comes to real estate transactions & investments."
How we compare with other firms.
There are many accountants to choose from. Below you'll see how we specialize for real estate brokers.
A specialized broker accounting firm that understands commissions, PRECs, and CRA rules for real estate professionals.
- ✓Industry-Specific Expertise - We work with brokers & agents daily
- ✓Complete Tax Strategy - Personal corp (PREC) setup and structuring
- ✓Transparent Fixed Pricing - No surprise fees, ever
- ✓Dedicated Broker Support - Direct access to your accountant
Generalist accountants who miss the deductions and structures that matter most to brokers.
- ×General accounting without real estate depth
- ×Missed vehicle, marketing, and home office deductions
- ×No commission split tracking or reconciliation
- ×Little advisory support when planning your PREC
Our step-by-step process.
A simple process to move your finances forward as a broker.
Free consultation
We learn about your brokerage, commission structure, and current pain points - no commitment.
Onboarding & Setup
We set up your books, PREC if applicable, and commission tracking flows.
Bookkeeping & Reporting
Monthly reconciliations of commissions, expenses, and brokerage splits.
Tax Strategy & Ongoing Support
Quarterly tax planning, year-end filings, and a broker-savvy accountant on call.
"We will work with you and your team to automate your accounting, build your reports, and much more."
Questions you may have about our accounting services.
Do I really need an accountant that specializes in real estate?
Absolutely. Commission structures, PRECs, and broker deductions have quirks that generalist accountants miss. Specialization typically saves brokers thousands per year.
Do I need a personal real estate corporation (PREC)?
PRECs are powerful once you earn above roughly $150k in commissions. We can model the numbers with you and set it up if it makes sense.
Can you help me if I already have an accountant?
Yes. We handle the full migration - historical books, payroll, and CRA correspondence.
Do you handle bookkeeping for our team?
Yes. We support solo brokers and teams with multiple agents and admins.
What if I need help outside of tax season?
That's the whole point. We're a year-round partner, not a once-a-year filer.
You sell properties. We'll handle the accounting. Let's make it happen.
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