Year-End Close & Tax Prep for Real Estate Agents & Teams
We close your books for the year and hand your CPA a clean, tax-ready package. Built around how real estate agents actually make and spend money.
What's included
- Full year-end review of every account
- Year-end adjusting entries
- Final Profit and Loss and balance sheet
- 1099 contractor review
- Organized tax-ready package for your CPA
- Questions from your CPA answered for you
ProAdvisor Gold
QuickBooks Online certified
7 years
Small business owner experience
Free 45 min
Consultation, no strings
All 50 states
Fully virtual bookkeeping
Real Estate Agents & Teams
Year-End & Tax Prep that fits the way real estate agents work
Year-end close and tax prep takes away the pressure of getting your books ready for taxes. We review every account, make year-end adjustments, and put together a tax-ready package for your CPA or tax preparer. That saves you time and often saves you money on tax prep fees.
Real estate agents and teams earn big checks at uneven times. Marketing, mileage, and broker splits come out along the way. Good bookkeeping smooths out the ups and downs and keeps you ready for quarterly taxes.
At tax time, real estate agents should pay close attention to a few things. Most agents are self-employed and need to pay quarterly estimated taxes. Mileage, marketing, and continuing education are key deductions to track all year. We flag these items during year-end close so nothing gets missed and your tax preparer has what they need.
On Track Solutions is fully virtual, so it does not matter if you run your business from Dallas, Denver, or anywhere in between. You get one dedicated bookkeeper, Kiana, who learns your business and keeps it on track month after month. Want the full picture? See our main year-end close & tax prep page or everything we do for real estate agents.
Common speed bumps
Where real estate agents get off track
Big commission checks come in and quarterly taxes get missed.
Mileage and marketing receipts are lost by year end.
Personal and business spending happen on the same card.
The numbers we track for real estate agents
- Commission income by month
- Marketing cost per closing
- Quarterly tax reserve
- Net income after splits
Pricing
Clear pricing, no surprises
Year-end close is included for monthly clients. For everyone else it is quoted as a flat project fee.
Every engagement starts with a free 45-minute consultation. We look at your accounts, your goals, and your timeline, then give you a flat quote in writing.
Get my quoteHow it works
- 1
Year-end checklist
We send a simple checklist of what we need from you before year end.
- 2
Review and adjust
We review every account and make the adjustments needed to close the year.
- 3
Build the package
We put together your final reports and a tax-ready package.
- 4
Work with your CPA
We send the package to your tax preparer and answer their questions.
Why On Track
Why real estate agents choose On Track Solutions
Certified ProAdvisor
Your books are kept by a QuickBooks Online Certified ProAdvisor (Gold), not an unknown offshore team.
Built for real estate agents
We track what matters in your world, like commission income by month.
Real answers, fast
Questions get a reply within 24 hours. You always know who is handling your books.
Secure and virtual
Everything runs in QuickBooks Online with secure access, wherever you are in the US.
Get your year-end close & tax prep handled
Talk with Kiana about year-end close & tax prep for your real estate agents business. The first consultation is free.
FAQ
Year-End Close & Tax Prep for real estate agents: FAQ
How much does year-end close & tax prep cost for real estate agents?
Year-end close is included for monthly clients. For everyone else it is quoted as a flat project fee. Call On Track Solutions at (214) 200-1231 to book a free 45-minute consultation and get a clear quote for your business.
Can you handle year-end close & tax prep for real estate agents if you are not local?
Yes. On Track Solutions is a fully virtual bookkeeping firm, so we work with real estate agents in all 50 states. Everything happens securely in QuickBooks Online, by email, and by phone.
What makes On Track Solutions a good fit for real estate agents?
We focus on small, service-based businesses, and real estate agents are right in that sweet spot. We track the numbers that matter in your industry, like commission income by month and marketing cost per closing.
Is your year-end close & tax prep team certified?
Yes. Kiana is a QuickBooks Online Certified ProAdvisor (Gold) with 7 years of small business owner experience. Your books are handled by a certified pro, not passed off to a stranger.
How fast can real estate agents get started with year-end close & tax prep?
Most new clients are set up within one to two weeks of their consultation. Call (214) 200-1231 or send us a message, and we reply within 24 hours.