Accounting for Real Estate Professionals

Realtors with a PREC, mortgage brokers, and property managers — commission income that arrives in bursts, real deductions to document, and a corporation that needs a proper year-end. You close the deals. We keep the books current.

CRA EFILE authorized · Every file reviewed by an accountant · Switching is free — about an hour of your time

taxifi · Commission month

This week

  • Commission deposits Categorized
  • Tax set aside Done
  • HST Filed
  • Year-end tax (T2) On track

The problems we take off your plate

Commission income in bursts

Three closings one month, none the next. We keep the books current so tax is set aside as you earn, and the quiet months never surprise you.

Your PREC at year-end

The personal real estate corporation’s books and year-end T2 are handled, with salary-vs-dividend planning built in so the PREC actually pays off.

Deductions that survive a second look

Marketing, vehicle, client, and licensing costs are tracked and documented through the year, so you claim everything you are entitled to with records behind each number.

Property managers: owner funds kept clean

Money you hold for owners is tracked distinctly from your own, with per-property reporting, so statements are accurate and nothing is commingled.

What’s included

One flat monthly price. Everything below is in it.

  • Monthly bookkeeping and every account balanced
  • Commission and fee income tracked as it lands
  • HST returns prepared and filed
  • Marketing, vehicle, and client costs documented
  • Year-end corporate tax return (T2), included
  • Salary-vs-dividend planning for your PREC
  • Unlimited questions to an accountant
Area A typical setup With taxifi
Your booksWeeks or months behindCurrent every day
Year-end (T2)A spring scramble, billed extraIncluded, no surprise invoice
Your accountantMetered by the hourUnlimited questions, flat monthly

Common questions

Do you work with personal real estate corporations (PRECs)?

Yes. Incorporated agents are a core fit: corporate bookkeeping, the year-end T2, and owner-pay planning with your accountant.

My income is irregular. How does a flat monthly price work?

The price is scoped to your volume and complexity, not your revenue swings. We keep the books current so tax is set aside in the strong months.

Can you handle a property management business too?

Yes. Owner funds are tracked separately from yours, income and costs are reported per property, and staff or contractor payments are handled correctly.

What can I write off as a realtor?

Generally the real costs of earning commissions: marketing, licensing, the business-use portion of your vehicle, and client costs, within CRA’s rules. Your accountant documents the claims properly.

Not ready to talk? Take the tax calendar.

The small business tax calendar: every deadline that can cost you money, plus reminders before each one. Free, no form to fill.

Get the calendar

Find out what it costs to never think about your books again

One flat monthly price, scoped on a discovery call and quoted live.

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Lumpy income, steady books. Flat monthly price. Book a call