JasBooks  /  Industries  /  Real Estate Agents
Industry · Real Estate Agents

Bookkeeping & tax for
real estate agents & brokers.

Schedule C bookkeeping, S-Corp election analysis (the difference is real), mileage tracking, home-office deductions, and tax planning that survives a $500K commission year.

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Industry-Specific Headaches

Where most real estate agents get stuck.

Self-employment tax shock

You closed seven deals last year and got hit with $40K in self-employment tax. An S-Corp election can cut that meaningfully. We model it for you.

Lumpy commission income

Three months of nothing then a $80K closing. Quarterly estimated taxes are a guessing game. We project them with your actual pipeline.

Mileage that doesn’t survive an audit

A spreadsheet of guesses isn’t a mileage log. We set you up with the apps that pass IRS scrutiny and audit-prep your records.

Home office deductions left on the table

Most agents underclaim. We compute square-footage method vs simplified method and pick the bigger number, with documentation.

Industry-Specific Work

What we handle for you.

  • S-Corp election (Form 2553)

    Once your commissions hit ~$60K net, an S-Corp election can save thousands. We model it, file Form 2553, and run reasonable owner’s payroll.

  • Quarterly estimated tax projections

    We update your tax projection every quarter based on actual closings — not blind 110% safe-harbor estimates.

  • Mileage & vehicle expense

    MileIQ or Everlance setup, with quarterly review. Standard mileage rate vs actual expense modeled to pick the bigger deduction.

  • Home office deduction

    Square-footage method vs simplified, with proper documentation in case the IRS asks.

  • Retirement planning (SEP-IRA, Solo 401k)

    You’re a 1-person shop — you can shelter $66K+ a year. We set up the right plan and tell you how much to contribute each quarter.

Built for real estate agents.

Book a free consultation. We’ll talk through your industry-specific setup and recommend the right tier.

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