Year-Round Tax and Accounting Services for Real Estate AGENTS
We take the stress and uncertainty out of your business finances, so you know for sure how much you can pay yourself and how much to pay in taxes.
The Agent Package is perfect for you if…
You’ve reached 75K in commissions or have a marketing plan to achieve it
You want someone looking at your changing situation year round, not just on your tax returns
You want to make sure you aren’t paying too much or too little on taxes based on your current income
You want to know how much you can actually pay yourself
You’ve worked with a CPA before but they only prepared a return for you and didn’t offer help or advising
What’s included
Our year-round consulting and support starts with, and is based on, your individual Tax Plan. Once your tax plan is created, we support you throughout the year to help you stay on track and make any adjustments as your year progresses and changes.
One-time Tax Plan
Step 1: We learn about your personal and business goals
Step 2: We develop your individual Tax Plan based on those goals
Step 3: We present your Tax Plan and start the implementation
Ongoing Support
Two consulting meetings (mid-year and year-end): We check in about anything that has come up personally and professionally during the year and make any necessary adjustments to your plan
Quarterly Tax Estimates: We update your quarterly estimates throughout the year - because we know it will change from quarter to quarter
Annual Income Tax Returns: When it come to filing your annual returns, we’ve got that handled too
Questions throughout the year: We’re here for those “quick questions” that come up, so you’re never left guessing
Add-ons
These services are not included in our standard package pricing but can be added on as needed for an additional fee.
Quickbooks Accounting - monthly or quarterly reports
Additional consulting meetings
Budgeting and projections
How to Get Started
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Discovery
Click below to schedule a Discovery Call with RKKCPA. We’ll get to know a little about you and your business and determine if and how we can best meet your needs.
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Planning
We’ll meet to dig further into your business and your personal and professional goals. Then we get to work on your individual tax plan.
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Support
Focus on selling (it’s what you do best!), knowing that we’re here to support you and your financial decisions throughout the year.
“RKK CPA has relieved so much stress come tax season for me. Being a Real Estate agent, we have SO many expenses and variables to track. Rebecca and her staff have really helped clarify anything confusing and made sure I understood all I can claim, things I hadn't even considered. It's made this time of year way less overwhelming! Thank you Rebecca and Amber!”
-Meghan Wine, Real Estate Agent
FAQs
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When you are our client, we are available to answer your tax and accounting questions throughout the year.
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The first month will include an onboarding and tax planning phase. After this initial tax planning phase is complete, your monthly services begin. We will refer back to this initial tax plan throughout the year to determine if actions need to be take.
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You will have a CPA and Staff Accountant from the RKK CPA staff working with you.
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All meetings will be held virtually, via Zoom or phone call, whichever is more appropriate for the scheduled meeting.
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Yes. We want our new clients to reap the benefits of the Tax Planning phase as soon as possible. Your CPA needs to understand your goals and establish a plan to advise you properly.
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Possibly! You can always reach out to determine if our firm has capacity to perform a tax plan on your desired timeline.
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You should expect to meet with your CPA 2-3 times in a three week process. Your CPA will meet with you to better understand your personal and business goals. Your CPA will present a tax plan to you and together you will decide which action items make most sense. Lastly, your CPA will assist in implementing any required actions following the tax plan.
