Accounting Services
for Real Estate Agents.

At Casey Moss Tax, we provide a tailored experience for real estate agents, helping minimize tax obligations and improve bottom lines every year.

real estate agent working with buyers

Work with Accountants Who Understand the
Real Estate Industry.

Bookkeeping

We can help you determine what expenses to deduct, whether you should take mileage or actual automobile expenses, and how much of your client closing gifts are deductible.

 

 

 

Tax Planning

We will send you tax liability estimates and planning tips throughout each tax year, helping you stay ahead of the game!

quickbooks setup service icon

QuickBooks Setup

QuickBooks is our preferred source of truth for your practice’s financial data. We will ensure you are set up properly using best practices from years of experience.

Why Trust Casey Moss Tax & Accounting?

Trusting an accounting firm with your tax needs is an important decision. Our firm has the experience of a large consultancy with the personalized touch of a smaller organization. 

You’ll receive both top-tier service and consulting for your practice during the whole year, not just during tax season. And don’t just take our word for it, we have served over 500 clients and have a five-star rating on Google!

Free Up Your Time to Book More Showings

Every hour not working with clients, is an hour you are losing money. We’ll take on the burden of all financial-related tasks for you.

Stay Compliant with Current Tax Laws

We will help you calculate your S-Corp salary and identify which business expenses are deductible.

Lower your Tax Obligation

We will help you make decisions around vehicle and mileage expenses, income recognition, and more!

Hear From Our Happy Customers

“Casey is the best accountant I’ve worked with to date.”

“Casey was personable, authentic, and provided information to me in a way that was easy-to-understand.”

“Casey is amazing. He is an amazing asset to us, especially with us being business owners.”

Frequently Asked Questions

Pricing is largely based on revenue, but the exact quote is customized based on your specific needs.

Yes, of course! As mentioned, pricing will depend on the complexity of your situation.

Yes – we also work with Xero and Wave. However, we are REALLY good with QuickBooks and prefer to transfer clients there.

Need Accounting Help?

Check out our pricing estimates or speak to us directly with a free consultation.

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