FREE GUIDE: 4 COMMON S CORP MISTAKES

Sole Proprietor Management Service

If you're not ready to form an S Corporation, don’t yet have the required real estate licenses, or operate in a state where CRE brokers cannot use an S Corp, you can still benefit from our expertise.

 

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Our Sole Proprietor Management service provides the same proactive financial structure, discipline, and tax planning strategies that S Corp brokers enjoy—without requiring an actual S Corp. This service ensures you operate efficiently, minimize tax liabilities, and position yourself for long-term financial success.

1. Income & Tax Management

Effectively managing your income is critical to reducing tax liabilities and maintaining financial stability. We help you:

  • Develop an Income Strategy – Set clear income expectations and project tax liabilities so you are prepared for federal and state taxes.
  • Plan for Tax Obligations – Estimate your annual tax burden based on commission income and advise on appropriate tax reserves.
  • Optimize Estimated Tax Payments – Design strategies for making quarterly estimated tax payments to avoid penalties and surprises.
  • Maximize Retirement Contributions – Identify tax-advantaged retirement account options and prioritize contributions to reduce taxable income.

2. Ongoing Tax Monitoring & Cash Flow Advice

Your income can fluctuate throughout the year—our proactive planning ensures you remain on track:

  • Adjust for Income Changes – As your earnings shift, we update tax estimates and recommend adjustments to avoid underpayment issues.
  • Implement Cash Flow Best Practices – Advise on managing cash flow efficiently, including optimizing the timing of income and expenses to enhance tax outcomes.

3. Business Coordination & Expense Optimization

A well-organized financial structure keeps your business running smoothly:

  •  Expense Deduction Strategy – Identify deductible business expenses and ensure you maintain the necessary documentation for tax purposes.
  •  Business Efficiency Guidance – Provide ongoing recommendations for streamlining operations, helping you stay organized and financially prepared.

Planning for Future Growth

When the time is right, we will guide you through the process of transitioning to an S Corporation, ensuring a seamless setup and compliance with all requirements.

Sole Proprietor Management

$400 / Month

  • Income & Cash Flow Management

  • Ongoing Tax Monitoring & Adjustments

  • Business Coordination & Expense Optimization

  • Future Growth Planning

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Sole Proprietor Management

+ $150 / Month

  • Everything in Sole Proprietor Management + 1040 Tax Preparation
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Why Partner With Us? 

Our structured approach allows you to focus on what you do best—growing your business—while we handle the complexities of tax planning and financial organization. By working with us, you ensure that you are operating as efficiently as possible, positioning yourself for long-term financial success, and taking advantage of every available tax benefit.

 

Not sure where to start? Book a consultation call with our team today.

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