REAL ESTATE TAX SERVICES

Specialized Tax Strategy for Residential Real Estate Agents.

Real estate is your business. Making sure you keep more of your money is ours.

You close deals, hustle for leads, and navigate a constantly shifting market—but fluctuating income, endless expenses, and surprise tax bills don’t have to be a part of the package. The truth is, you don’t just have to “deal with it.” You can leverage the tax code to your advantage—if you have the right financial team.

At AMD, we design tax strategies specifically for licensed residential agents, helping you save thousands now and build long-term financial stability through proactive planning and smart accounting practices.

Built for the realities of residential.

We get the day-to-day of residential real estate because we work with agents like you all the time. Our clients manage everything from lead gen to closings, staging to client calls, and they need a financial team that actually fits into that workflow.

We’ve supported top-producing solo agents, team leaders, and W-2/1099 hybrids to craft tax and accounting strategies that align with their unique income, structure, pace, and goals.

We also take on commercial agents selectively, depending on fit.

Close-up of keys in a door lock with a black door handle.

Some of the ways we help:

  • When income comes in waves, tax planning can’t be one-and-done. We help you stay ahead of your quarterly payments, so you’re never blindsided by a tax bill again.

  • You shouldn’t be handing 15% of your commissions to self-employment tax if you don’t have to. We break down when it makes sense to switch—and how to structure your income to keep thousands more.

  • You’re not sitting at a desk all day, so your financial systems shouldn’t either. We build bookkeeping that flows with your commission cycle—and gives you a real-time pulse on your business.

  • Driving to listings. Writing offers from the kitchen table. Paying for open house snacks, CRM tools, and Zillow leads. If it’s helping you close, we make sure it’s working for you at tax time.

  • our income isn’t predictable, but your tax strategy should be. We help you plan for quarterly tax payments, rainy-day reserves, and long-term financial growth.

  • Your tax return should reflect more than what happened last year. We help you plan ahead—whether that’s maxing out retirement contributions or laying the groundwork for investment property.

Ready to put us to work?
Here’s how.

Step 1: Schedule your free 15-minute Discovery Call.
Come prepared with your questions, concerns, hopes, and hiccups. We’ll chat about your situation, discuss where we think we can help, and plan for next steps.

Step 2: Sign up for AMD’s Tax Trifecta™ Analysis .
This one-on-one session with Mark is a deep dive into your business and personal finances, uncovering risks, missed opportunities, and immediate ways to save. It’s not just an audit—it’s your strategic starting point.

Step 3: Shift into a yearly strategy.
With a solid foundation in place, it’s time to make your tax life easier year-round. We’ll help you decide which AMD services—bookkeeping, payroll, monthly advising, or more—fit your needs. Then we lock it in—so you’re keeping more, worrying less, and staying way ahead of the IRS.

Still have questions?

We are confident we can answer all of them in the Discovery Call; however, you may also leave us a note on the form below and we will be in touch shortly.