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The Fit Call

Are we the right fit?

We specialize in commercial real estate professionals who meet a very specific profile. Two minutes on this page will tell you whether a call is worth your time — and ours.

Book a Fit Call Check the Fit First
Who We Serve

We work with a specific broker profile

To make sure your time is well spent, review who we serve — and who we don't — before booking.

We exclusively partner with:

  • Commercial real estate brokers or sales agents
  • Who work at a brokerage firm — large or small
  • Who are paid as 1099 independent contractors, or are W-2 employees with the option to switch to independent contractor status

If that sounds like you, you're in the right place.

We're not the right fit if you are:

  • The owner of your own small brokerage firm (principals or partners at larger firms with ownership opportunities are welcome)
  • Planning to leave your current firm to start your own brokerage
  • Working on the debt side of commercial real estate
  • A W-2 employee of a property owner with no option to convert to independent contractor
  • In real estate development, not brokerage
  • In a similar business model outside real estate brokerage
One More Check

Where do your net commissions land?

The Fit Call is built for brokers where the S Corp math clearly works. If you're below the threshold, there's a better — and cheaper — first step.

Net Commissions $200K+

You're the broker this call is for

Book below — a short call to confirm your broker status, income structure, and entity setup, and whether S Corp Management makes sense for you.

Book a Fit Call
Under $200K — or not sure the switch pays?

Start with the Feasibility Analysis instead

For $999 we model your income, estimated tax savings, costs, and timing — a written report plus a call, purchased online. No sales call required.

Get the Analysis — $999
A note for New York City brokers: NYC levies its own General Corporation Tax on S Corps, which dilutes the savings the structure normally delivers. As a rule of thumb, the math starts working for NYC brokers above $500K in net commissions. Below that, the Feasibility Analysis is the honest first step.
Ready to Chat?

Book your Fit Call

Pick a time that works. You'll meet with a credentialed advisor on our team — and you'll leave the call knowing whether this fits, either way. Let's explore how we can help you lower taxes, simplify your financial life, and free up your time to focus on what you do best.

Book a Fit Call

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For CRE Brokers — Commercial Real Estate

S Corp Management — tax planning, bookkeeping, payroll, and 1120S tax preparation — built exclusively for 1099 commercial real estate brokers. A service of Moisand Fitzgerald Tamayo, LLC.

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