Pro Business Tax
Accounting & Tax Planning for Realtors & Real Estate Professionals
Accounting & Tax Planning for High-Performing Realtors
Video Introduction
Video Introduction
Why Realtor Accounting Is Different
As a realtor, networking and marketing drive success. With higher commissions comes financial complexity — expense tracking, referral fees, HST obligations, and tax planning. These areas require specialized attention to ensure you do not overpay tax simply due to poor records.
Why Realtor Accounting Is Different
As a realtor, networking and marketing drive success. With higher commissions comes financial complexity — expense tracking, referral fees, HST obligations, and tax planning. These areas require specialized attention to ensure you do not overpay tax simply due to poor records.
Case Study – Real ROI from Proper Accounting
A successful realtor earning approximately $200,000 in gross commissions had no bookkeeper. When his taxes were filed, there were almost no expense deductions due to lack of records — resulting in nearly $80,000 in income tax and approximately $25,000 in HST.
Our in-house bookkeeping team reconstructed transactional data, captured expenses and referral fees, and re-filed the prior-year return — saving nearly $30,000.
We then implemented a Professional Real Estate Corporation (PREC), allowing retained earnings, lower marginal tax rates, and long-term planning — expected to save over $50,000 per year going forward
Our Realtor Accounting Services
- Monthly bookkeeping and expense tracking
- HST/GST registration and filings
- Referral fee and commission reconciliation
- Personal and corporate tax returns
- PREC setup and ongoing tax planning
- CRA support and prior-year refiling
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Why industry owners choose us
• We know your numbers — [industry-specific: e.g. fuel margins & lottery for gas stations / T2200 & commission splits for realtors / billing cycles for clinics]
• Flat monthly pricing, CPA-reviewed
• Xero-powered, real-time reporting
• Vaughan-based, serving Ontario
Why realtors & investors choose us
• We know real estate — commission income, PREC (Personal Real Estate Corporation) set-up, and HST on commissions
• Maximize deductions — vehicle, marketing, home office, board & franchise fees
• Rental & investment property accounting and planning
• Salary vs. dividend planning for your PREC
• Flat monthly pricing · CPA-reviewed · Xero-powered
Simple Monthly Pricing
$149 – $249 per month depending on transaction volume and planning needs. Fixed fees. High ROI.
Zero headaches.
Frequently Asked Questions – Realtors
In many cases, yes. We confirm your registration requirements and manage filings accurately
Marketing, vehicle (where applicable), home office, phone, board dues, insurance, software, and
more — if properly tracked.
We reconstruct records from bank and credit card data and prepare clean reports.
A PREC allows retained earnings and better tax planning for future investment
Yes, where support exists. Many clients recover meaningful refunds.
Bookkeeping, HST support, clean reporting, and proactive planning.
Book a consultation to review your setup and opportunities.