Bookkeeping & Tax Planning for Real-Estate Professionals

High commission checks, complex deductions, and fluctuating cash flow make real-estate finances tricky. We help top agents, brokers, and small investment groups keep taxes low and profits predictable.

Big commissions and variable income create both opportunity and risk. We give real-estate professionals proactive bookkeeping and tax strategy so every transaction builds long-term wealth—not tax surprises.

Quick Fit Check

$1–8 M annual gross commissions or rental income
3+ years in business or active investing
Operates a brokerage, a high-volume solo practice, or a small investment/flip entity
Seeks year-round planning rather than last-minute filings

Why Real-Estate Pros Choose HavenStone

Quarterly tax strategy to smooth out uneven closings
Entity optimization (LLC vs. S-Corp) to cut self-employment tax
Commission & referral income tracking with proper 1099 handling
Rental, flip, and RE professional status planning for maximum deductions
Bookkeeping that integrates with Dotloop, Skyslope, or your brokerage tools

Core Services

Monthly bookkeeping & financial statements tailored to commissions and rentals
Quarterly and annual tax planning & preparation
Owner compensation strategy (salary vs. distributions)
Guidance on depreciation, cost segregation, and 1031 exchanges
Support for multi-state or multi-MLS operations

Common Mistakes We Fix

Treating every closing as wage income—overpaying self-employment tax
Failing to track vehicle, marketing, and home-office deductions
Not segregating property flips vs. long-term holds—costly misclassification
Missing deadlines for 1031 exchanges or bonus depreciation
Inconsistent bookkeeping that confuses lenders and investors

What to Expect in Month One

Diagnostic of current books and entity structure
Tax savings plan with 3–5 actionable, dollar-linked moves
Clean chart of accounts for commissions, referrals, and rentals
Estimated-tax roadmap for predictable cash flow

FAQ

Do you help with S-Corp conversions mid-year?
Yes—we handle the filings and adjust payroll to capture savings without disruption.

What about multi-state commissions or properties?
We apportion income and handle each state’s tax requirements.

Can you integrate with brokerage software?
Yes—Dotloop, Skyslope, and similar platforms map cleanly into our bookkeeping system.

Do you work with small investment partnerships?
Absolutely—we manage partnership returns and partner K-1 allocations.

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HavenStone Advisory | Boutique tax & accounting for real-estate professionals and investors.