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Who We Help
Why Partner with Us
At Greenlight Tax Group, we’re experts at helping Real Estate Agents keep more of what you make! First, we will eliminate self-employment tax and build an accounting system to create efficiencies that ensure accurate financials. Typically, we reduce our client’s taxes by 20% to 40%. We know your unique challenges, from sourcing sellers, finding buyers, to staging all the way through closing. We understand your time constraints and the many hats you wear to keep your business running. We become your CFO and provide accounting and on-going support to ensure the financial side of your business is accurate and optimized with a strong tax plan to help you keep more of your hard-earned money…year after year. Don’t let the complexities of accounting and taxes frustrate you, don’t let the IRS keep you up at night, partner with us for peace of mind and greater financial success.
Ask us about our TREC CE certified presentation!
Our Services
Stop Overpaying Your Taxes!
If you file a Schedule C with your 1040 personal tax return to report your business income, you are probably overpaying your taxes. If you are using a spreadsheet or highlighting bank statements to manage your accounting, you are probably overpaying your taxes. If you are mixing your business expenses with your personal expenses, you are probably overpaying your taxes. If you are preparing your own tax return, you are probably overpaying your taxes. If you’re sick and tired of overpaying your taxes, let our experts at Greenlight Tax Group help you take control of your tax situation. We will design a plan, manage your accounting and prepare your returns. You focus on getting to the closing table; we will take care of your taxes and guide you all along the way.
Proper accounting is the foundation of every tax plan! We will manage your accounting, oversee your payroll, and your sales tax. We keep your books accurate and up-to-date and provide monthly financial reports to give you a clear picture of your profitability.
You don’t have books? Not a problem, we will create them for you!
There are over 70,000 pages in the IRS tax code; we know the ones relevant to realtors, self-employed, 1099 contractors and small to medium sized businesses. We use tax code to create a plan to help you reduce your taxes. We will help you take advantage of the specific tax saving strategies available to your business.
We call the IRS every week for our clients. If you’re behind on your taxes, if you’re receiving letters to levy or seize your assets, if your income was reported incorrectly, if you’re being assessed fees you don’t understand, if you’re chasing a refund, let us call the IRS on your behalf. We can help you understand and resolve the issue.
Being compliant is critical to minimize the risk of unnecessary penalties and interest. IRS tax code is not always rational, but it’s usually black and white. We make it our priority to follow IRS updates and changes so we can keep our clients informed and in compliance.
Why Realtors Choose Us
Taxes and accounting have become a constant frustration. Our team will partner with you to build a strong tax plan and accounting system to help you save time and money… year after year. We will eliminate your frustrations.
You are tired of working with professionals who don’t make you a priority. At Greenlight Tax Group, you can count on our attention, timely response, and focus. Your business depends on it… so does ours.
Greenlight Tax Group serves as a faithful extension of your business. We work for you, not the IRS. You can count on our expertise and our commitment to compliance and accuracy. We are also a TREC CE certified provider.
Business structure matters! If you earn $75,000 or more in real estate commissions, it may be time for an S-Corp election. An LLC, taxed as an S-Corp provides the asset protection you need as well as tax strategies available exclusively to business owners. It’s just common sense, don’t give the IRS anymore of your hard-earned dollars than necessary, instead invest in your business and keep more of what you make… year after year.
Our 5 Step Process:
We’ll kick things off with a discovery session to get a feel for your challenges, frustrations and unique needs and goals. During our chat, we’ll get into your business and dive into your current tax situation so we can map out our recommendations and next best steps.
After our initial meeting, we’ll create a scope of work and detail our recommendations. This typically includes accounting, advanced tax planning, IRS resolution plan (if applicable) and next steps.
To get started, we’ll send you a simple engagement letter (no lengthy contracts) that includes your tax-deductible fee, scope of work and commitments we’re making to ensure a successful relationship. We want to make this as easy as possible; we don’t force non-cancellable contracts or make you pay huge fees up-front. We won’t nickel and dime you or charge by the hour. Our fee structure is simple and 100% predictable.
Our onboarding process is designed to map out next steps, explain internal processes, as well as establish and align expectations. During this time, you will be assigned a dedicated accountant who will manage your bookkeeping so we can start building the foundation of your tax plan. We will also talk through a plan to tackle any tax issues we have identified. Our team works collaboratively, so we encourage you to ask questions and communicate specific needs during onboarding and all along the way.
Tax planning is a marathon, not a sprint. We don’t just set it up and forget it. Our team will provide on-going accounting support, and we will guide you on tax planning and tax issues all along the way. We are not your typical tax planning firm; we’re committed to clear and constant communication. You have a question, call us. Our team is quick to respond and always available to provide guidance, keeping you informed and confident.
Real Results, Real Impact
The numbers tell the story of our clients' success.
❝In America there are two tax systems: one for the informed and one for the uninformed. Both are legal.❞
- Judge Learned Hand
Tired of messy accounting? Tired of overpaying your taxes?
Choose a Day & Time that works for you. Looking forward to it!
2024 © Greenlight Tax Group LLC, All rights reserved.
2024 © Greenlight Tax Group LLC, All rights reserved.
