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FREE GUIDE: 4 COMMON S CORP MISTAKES

TAX AND FINANCIAL PLANNING FOR CRE BROKERS

Proactive strategies to reduce distractions, optimize taxes, and streamline business and personal financial management.

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As a commercial real estate broker, you are a small business owner with high-income potential.

Your success depends on building relationships, finding new opportunities, and closing deals. But to truly maximize that success, you need the right financial support system.

We’re here to help.

At For CRE Brokers, we provide tailored business consulting, tax planning, tax preparation, and personal financial management services specifically for CRE brokers like you. Let us handle the financial complexities so you can focus on what you do best—growing your business.

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We Understand Your Challenges

You have ambitious goals, but managing the financial side of your business can feel overwhelming and disorganized.

Maybe you’ve experienced some of these frustrations:
  • "Should I be set up as an S Corp? How do I do that?"
  • "I’m not sure if my S Corp is set up or managed correctly."
  • "I rarely hear from my accountant unless there’s a problem."
  • "Tax planning feels like an afterthought—I need a proactive approach."
  • "My business and personal finances feel disconnected and chaotic."
  • "I need a financial team that’s on top of things, not just reactive."
  • "I want to focus more on my business and family, and less on admin tasks."
We understand these pain points because we’ve helped many brokers facing the same issues. Our services are designed to bring order and structure to your financial life, reducing stress and freeing up your time for what truly matters.

Keep More of What You Earn:

A Must-Read Guide for CRE Brokers Using an S Corp

As a commercial real estate broker, you work hard to close deals and secure your commissions.

But are you maximizing your tax savings and protecting your income through the right business structure?

Forming an S Corporation can provide major tax advantages—if it’s set up and managed correctly. Many brokers make costly mistakes that shrink their profits and expose them to unnecessary risk.

Download our FREE guide now to uncover the 4 most common mistakes CRE brokers make with their S Corps and how to avoid these expensive errors.

Your privacy matters. We won’t share your information with anyone.

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Our Services

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S Corp
Management

Managing an S Corporation goes beyond the initial formation and tax election—it requires careful oversight to ensure compliance and maximize tax advantages, helping your business operate smoothly and profitably.

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Tax Preparation

Say goodbye to the stress of tax season. We’ll prepare your business and personal tax returns, making sure everything is in order and helping you avoid last-minute surprises. With our expert guidance, you’ll maximize your savings.

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Personal
Financial Planning

Your business and personal financial goals are connected. We provide a holistic approach, acting as your personal CFO to help you make informed decisions about cash flow, investments, and future goals.

$600 / Month

  • Income & Tax Management
  • Compensation & Compliance Support
  • Ongoing Tax Monitoring & Cash Flow Advice
  • Business Coordination & Reporting
  • Premium Service Available 
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+ $250 / Month

  • Monthly bookkeeping and payroll services for your business
  • Must be combined with S Corp Management services
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+ $150 / Month

  • Accurate & Compliant Filings
  • Maximized Deductions
  • Expert Support
  • Must be combined with S Corp Management + Bookkeeping 
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Not sure which is right for you?

Book a private consultation call, and we'll help you find the perfect fit for your needs.
BOOK A PRIVATE CONSULTATION CALL TODAY

Why Choose Us?

Proactive Planning

We don’t just file your taxes; we help you plan for the future. Our approach is structured and forward-thinking.

 

Comprehensive Support

We integrate business consulting, tax services, and personal financial planning under one roof, giving you the peace of mind you need to focus on your business.

 

Tailored for CRE Brokers

We know the real estate industry inside and out, and we’ve built our services around the unique needs of brokers.
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NICE TO MEET YOU

We're Moisand Fitzgerald Tamayo, LLC

 

For over 15 years, we’ve specialized in serving commercial real estate brokers, helping them navigate the unique complexities of their financial lives.

What started with our own tenant reps seeking financial guidance has evolved into a comprehensive service specifically designed for CRE brokers.

As both financial advisors and CPAs, we bring the perfect combination of expertise to assist brokers in optimizing their independent contractor status and 1099 income.

Our tailored approach goes beyond traditional financial services by integrating proactive tax planning, business financial strategy, and wealth management.

We act as your personal CFO, streamlining processes and ensuring you stay focused on growing your business while we handle the details.

MEET OUR TEAM
 

Let’s Focus on Your Success

You don’t need to manage every aspect of your business alone. Delegating administrative tasks like tax planning and financial management allows you to focus on growing your business and spending time with your family.
We’ll handle the rest. 

Ready to get started?

Schedule a consultation today and see how we can help you manage your success.

BOOK A CONSULTATION CALL