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Tax-Focused Bookkeeping for Real Estate Agents

Track Your Income. Maximize Your Deductions. Keep More of What You Earn.

PhD Bookkeepers helps real estate agents stay on top of their commissions, expenses, and financial records while keeping their books organized with tax planning in mind.

Commission & Income Tracking

Know What You Earn — and What You Actually Keep.

We track your commissions, brokerage splits, referral fees, transaction fees, and other real estate income throughout the year.

Bookkeeping Focus

  • Commission income
  • Brokerage & team splits
  • Referral fees
  • Transaction fees
  • 1099 income
  • Year-to-date earnings

Tax Focus

Accurate income records help your tax professional calculate taxable business income, plan estimated tax payments, and identify planning opportunities before year-end.

Expenses & Tax Deductions

Don't Leave Legitimate Deductions on the Table.

Real estate agents have significant costs associated with generating business. We make sure those expenses are properly tracked and categorized.

Bookkeeping Focus

  • Marketing & advertising
  • MLS & brokerage fees
  • Vehicle & mileage
  • Cell phone & technology
  • Professional dues
  • Photography & staging
  • Contractors & assistants
  • Office & home-office expenses

Tax Focus

Proper expense tracking gives your tax professional organized records to identify legitimate deductions and determine the appropriate tax treatment.

Profit & Tax Planning

Know Your Numbers Before Tax Season.

We provide monthly financial reporting so you know what your real estate business is actually earning—not just how much commission you've received.

Bookkeeping Focus

  • Monthly profit & loss
  • Year-to-date profit
  • Expense analysis
  • Bank & credit card reconciliations
  • Cash-flow visibility

Tax Focus

Reliable year-to-date profit gives your tax professional better information for estimated taxes and strategies that may include:

  • Home-office deductions
  • Vehicle deductions
  • Retirement contributions
  • Business structure / S-Corp planning
  • Augusta Rule, where applicable
  • Other eligible tax strategies

Tax-Ready Books

Tax Season Should Be a Handoff, Not a Cleanup.

We maintain your books throughout the year so your CPA isn't trying to reconstruct twelve months of activity at tax time.

Bookkeeping Focus

  • Reconciled accounts
  • Organized income
  • Categorized expenses
  • Contractor payment tracking
  • Clean year-end financials

Tax Focus

Your tax professional receives organized financial records to prepare your return, evaluate deductions, and identify potential tax-saving opportunities.

Built for Real Estate Professionals

  • Real Estate Agents
  • Brokers
  • Real Estate Teams
  • High-Producing Agents

As your commissions grow, your financial system should grow with you.

You Focus on Closing. We Focus on What You Keep.

Better Books. Better Tax Planning. Better Financial Decisions.

Call 914-317-2258

PhD Bookkeepers provides bookkeeping and accounting support. Tax strategies, deductions, and eligibility should be reviewed with a qualified tax professional.