Who We Work With 

We exclusively partner with:

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

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

Who We Do Not Work With

To avoid any confusion, we’re not the right fit if you are:

•  The owner of your own small brokerage firm
  (Note: 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 an independent contractor
•  Involved in real estate development, not brokerage
•  In a similar business model but outside real estate brokerage 

Ready to Chat?

If you meet the profile of who we serve, we’d love to connect.

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.