WORK WITH US
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.
S CORPÂ Management Service
Our S Corp Management service provides comprehensive support, so you can focus on growing your business while we handle the complexities.Â
Â
Here’s how we manage the key responsibilities of your S Corp:
Income & Tax ManagementÂ
Managing your income effectively is crucial for minimizing tax liabilities and ensuring financial stability:
- Income Strategy: We help you set clear income expectations and project your tax liabilities, making sure you're prepared for federal, state, and payroll taxes.
- Tax Projections: We estimate your annual tax obligations based on your commission income and advise on how much to reserve for taxes.
- Withholding & Estimated Payments: We design strategies for income tax withholding or quarterly estimated payments to help you avoid penalties.
Compensation & Compliance SupportÂ
Staying compliant with IRS regulations is essential for protecting your S Corp status:
- Reasonable Compensation: We assist in determining a reasonable salary for you as a shareholder-employee, helping you align with IRS requirements and reducing the risk of scrutiny.
- Retirement Contributions: We advise on tax-advantaged retirement accounts and prioritize contributions to optimize your tax position
Ongoing Tax Monitoring & Cash Flow AdviceÂ
Keeping up with changes in your business throughout the year can save you from unexpected tax burdens:
- Income Adjustments: As your income changes, we adjust tax estimates accordingly, ensuring ongoing compliance and proper tax planning.
- Cash Flow Best Practices: We recommend strategies for managing your cash flow, including optimizing the timing of income and expenses to enhance your tax outcomes
Business Coordination & ReportingÂ
Streamlining your business operations is key to maintaining a healthy financial structure:
- Payroll Coordination: We collaborate with your bookkeeper to ensure payroll is managed correctly, including setting appropriate wages and tax withholdings.
- Expense Optimization: We guide you in identifying deductible business expenses and maintaining the necessary documentation.
- Bookkeeper Support: We collaborate to organize and review financial records, helping ensure they are prepared for tax filings.
By partnering with us, you’ll remain compliant with S Corp requirements while optimizing your tax position and business operations. Let us handle the details so you can focus on what matters—growing your business and achieving your goals.
$600Â /Â Month
- Income & Tax ManagementÂ
- Compensation & Compliance Support
- Ongoing Tax Monitoring & Cash Flow Advice
- Business Coordination & ReportingÂ
$1200 /Â Month
- Everything with Standard
- Priority Service and Attention
- Discounted Bookkeeping and Tax PreparationÂ
Additional Services:
Available for both Standard and Premium services levels.Â
+ $250 / Month
- Full Bookkeeping & Payroll
- Quarterly Billing
- Stay Compliant
- Must be combined with S Corp Management
As an S Corp, you’ll need bookkeeping and payroll services.
We’ll handle record-keeping, account reconciliation, financial statement preparation, general ledger maintenance, payroll processing, tax filing, compliance, and year-end forms like W-2s and 1099s. We strongly recommend professional bookkeeping to ensure your financials remain accurate and compliant.
+ $150 / Month
- Accurate & Compliant Filings
- Maximized Deductions
- Expert Support
- Must be combined with S Corp Management + BookkeepingÂ
Our 1120S tax preparation service ensures your S Corporation’s tax filings are accurate, compliant, and optimized for savings.
We coordinate with your bookkeeping team to review financial statements and manage all aspects of the 1120S, including income, deductions, and credits. With our detailed approach, we help you avoid penalties and provide strategic guidance to maximize deductions, allowing you to confidently focus on growing your business.
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.Â
Ready to get started?
Schedule a consultation today and see how we can help you manage your success.
BOOK A CONSULTATION CALL TODAY
