Casey Moss Tax & Accounting

Real Estate Agent Bookkeeping and Accounting Services

Why Are Bookkeeping and Accounting Services Important for Real Estate Agents?

Every real estate agent that I work with is pressed for time. The more time they spend on their bookkeeping and accounting, the less time they have to book showings and put people in homes. Besides that, real estate agents have specific accounting and tax considerations that should be handled by an expert with industry experience.

  • Mileage vs. actual vehicle expenses: Be certain that you are deducting your vehicle expenses in the most tax-efficient way possible.
  • S-corporation salary calculations: Many real estate agents are taxed as s-corporations, which requires a reasonable salary calculation for any owners.
  • Deductible expenses for real estate agents: Since being a realtor is a service-based business, it can be difficult to determine what expenses are deductible.
  • Income recognition: Determining whether you should recognize your income when it is paid to you or when it is earned/accrued.
Margaret BurkeMargaret Burke
01:20 07 Sep 22
I used to do my taxes myself using a software. In the last couple of years, however, my taxes became more complex due to a health crisis. Casey was recommended as a tax accountant that could help, and he did...a lot. He has handled my taxes and helped me with recommendations to avoid and/or prepare for negative financial consequences. He is efficient and thorough and his customer service skills are great. Hoping that my taxes become more simple, however, I will continue to utilize his services as it makes that time of the year much easier to take. Thanks for all of the help Casey!
SusanSusan
00:38 17 Aug 22
We have been using Casey for our business accounting and taxes, as well as our personal taxes, for over two years. He is one of those rare tax accountants who has all the knowledge but can still speak to his clients in layman's terms. We find Casey to be collaborative, proactive, trustworthy, and easy to work with. Highly recommend! Did I mention reasonably priced?
Dilek McCombsDilek McCombs
18:25 11 Aug 22
I highly recommend Casey for personal / business tax and accounting services. He is a skilled professional who goes above and beyond to provide excellent customer service and timely feedback as well. I appreciate his thorough and efficient work that is customized for specific client needs.
Dana WoodDana Wood
19:16 09 Aug 22
Casey is an extremely competent accountant. Efficient, affordable and thorough. He is a pleasure to work with and I would highly recommend his services.
Matthew SlavikMatthew Slavik
18:18 09 Aug 22
I have been using Casey as my accountant for my painting business for the last year and I can’t tell you how great he is with his services. Always quick to respond if I have any questions and gives me my monthly financial statements so I can see where my business is heading. Definitely deserves the 5 stars. Highly recommend.
James SakoJames Sako
18:06 09 Aug 22
You can tell Casey cares about his clients, you are not just another number in his book of business. The quality/service provided makes the price he charges a no-brainer. Not to mention the cooler in his office is always stocked. I hope Casey does this for a long time because I don't plan on ever finding a new CPA/Tax Expert.
Jennifer SlownJennifer Slown
17:43 09 Aug 22
We selected Casey to be our tax expert and manage our bookkeeping this past year and couldn't be more thrilled with his services. He always makes time for our questions and give us peace of mind with his expert tax knowledge. Highly recommend him for all your business and personal tax needs!
Astraea CleaningAstraea Cleaning
17:50 05 Aug 22
I found Casey Moss doing a google search. I was late filing taxes past the deadline without an extension because my previous accountant dropped the ball on me and didn’t take care of my business taxes. Anxious that I needed to take care of my taxes because have never been late, luckily Casey was there to handle my situation and put me at ease. He was professional, responsive, attentive to details and quick on processing my taxes. Casey is very knowledgeable and gave me great advice about my taxes and what is the best way to file taxes for my business. An experience that was informing, educating and professional all the way. Casey is reliable and you can trust him to take care of your individual or business taxes without missing a beat. Based on that I will be filing taxes with Casey Moss moving forward. I referred my parents to him and would refer anyone else to him. Thank you Casey!
Casey is the best accountant I've worked with to date. He's responsive, patient, and efficient. He does my bookkeeping and has saved me more time (and taken away a lot of stress). He is worth every penny. I find myself trying to "do better" so that I can stay in line with his standards of excellence. THANK YOU, CASEY!
Jordyn BeckJordyn Beck
04:51 01 Mar 22
Casey was incredibly professional and knowledgeable when doing my personal tax return. Got my return in about 10 days and it couldn't have been an easier process. Very reasonable pricing for what is offered and I would recommend his services to anyone needing help with their taxes!

What Accounting Services Do We Offer?

Many real estate agents rely on their 1099 from their brokerage and a spreadsheet to keep track of their books. Although this may be a cheaper route in many scenarios, it prevents realtors from analyzing their income and expenses, budgeting, and planning for taxes throughout the year.  Getting your accounting done by a professional can allow you to spend more time selling houses and less time worrying about tracking your finances. Casey Moss Tax can provide you with up-to-date financial statements throughout the year. We will also look at industry-specific financial ratios with you so you can see how your numbers stack up.

Bookkeeping for Real Estate Agents Done Right

Accounting for real estate agents

Many real estate agents hate spending time keeping their books. Determining what expenses are deductible and how much you can deduct requires expert advice from someone who knows your industry. Here at Casey Moss Tax, 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. All of these are important tax considerations, and they require accurate bookkeeping throughout the year to help you prepare for tax time.

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Tax Planning

The advantage to having your bookkeeping in order is that it allows for tax planning throughout the year. Tax planning involves taking your bookkeeping information and running tax projections to estimate your total tax liability for the year. Once you’ve done that, you can then make decisions that may reduce your estimated tax liability before the end of the year. These decisions may involve purchasing new equipment, paying bonus checks to employees and owners, or simply preparing for the estimated payment due. At Casey Moss Tax, you’ll receive tax liability estimates and planning tips throughout each tax year, helping you stay ahead of the game.

Tax planning

Get Back to What Matters Most with Casey Moss Tax and Accounting!

As a real estate agent, you are simply too busy to be worrying about bookkeeping and tax obligations. By hiring a professional, you ensure that your bookkeeping is done quickly, efficiently, and accurately every month, allowing you to focus on what you do best! 

Are You A Real Estate Agent In Naperville, Illinois?

We want to work with you! We provide bookkeeping services to many Naperville real estate agents and are very familiar with specific Illinois tax laws and regulations. If you are a real estate agent in Naperville, contact us today to get started!

Not in Naperville? No problem! We work with realtors from all over the country. We can provide completely virtual bookkeeping and tax services, allowing you to continue running your business with ease. Contact us today!