Your brokerage tells you how many deals you closed. We tell you what you kept.
Plans that are built for your commission based income. A set-aside number on every deal, HST planning, cash flow projections and PREC advice.
What usually goes wrong
The April surprise
You find out what you owe far too late to do anything about it. We give you a set-aside number on every deal, so the money is already there when the bill comes.
The HST you spent
You charge 13 percent on your commission and it lands in the same account as everything else. We track it, file it, and put the instalments in your calendar.
The claims that get denied
A vehicle without a log. A home office beside a desk fee you already pay. CRA looks harder at real estate than at almost any other line of work, so we build the file to hold.
We offer three packages, paid monthly.
Published prices. Nothing lands in one lump.
Agent Basic
$85/mo
- Your return, with the T2125
- HST return and instalments
- An expense and mileage system, set up once
- Quarterly set-aside estimate
Agent Plus
$200/mo
- Everything in Basic
- Monthly books from your bank feed
- Commission checked deal by deal
- Cap progress and your real cost per deal
- Corporate return included once you incorporate
Agent Partner
$400/mo
- Everything in Plus
- Salary versus dividend planning
- Rental and investment income on your return
- A quarterly review call
- A retirement and net worth projection
Thinking about incorporating?
We’ll run the numbers on your actual income before you commit to anything.
Four things a return on its own never gives you
A set-aside number on every deal
The money is there before the bill is.
Commission reconciled deal by deal
Against what the brokerage actually paid.
Cap progress, month by month
So you know your real cost per deal.
A retirement projection
So you can see what you are building.