Accounting Services for Brokers: Simplify Your Finances with Confidence
We offer custom financial solutions to help real estate agents and mortgage brokers focus on growing their business.
We offer custom financial solutions to help real estate agents and mortgage brokers focus on growing their business.
Realtors and mortgage brokers have to go through alot regarding financial management. Sorting commissions becomes more hectic when you run a business side by side. Accounting services help to take this burden off because everything can managed in the blink of an eye.
Our accounting services for brokers provide tailored solutions to help you maintain financial clarity, ensure compliance, and focus on closing deals.
Are you a realtor or mortgage broker that is just starting your career and want to know more about how to organize your records and what expenses you can deduct?
Or are you already in business for several years and wondering if it’s the right time to incorporate?
And if you’re thinking about incorporation, are you wondering if you should also form a holding company?
Or perhaps do you already have a corporation and is looking for better response time from the accountant and/or better services?
If your answer is yes to any of the above questions, we can help!
Our firm is experienced with realtors and mortgage broker. Whether you’re self-employed or incorporated as a Personal Real Estate Corporation (PREC) or mortgage broker corporation, we can assist in your accounting and taxation matters.
When you come onboard, we will have a thorough discussion to ensure you’re informed in the various accounting and tax matters that are relevant to your specific situation.
For example, did your accountant explain to you the two options to calculate your GST/HST – the Regular Method and the Quick Method? If you’re a realtor or mortgage broker earning decent commission (e.g. $100,000 – $400,000) and have relatively low expenses, you may potentially save up to $3,000 per year from using the Quick Method for accounting for GST/HST instead of the Regular Method. Furthermore, the Quick Method is administratively easier too.
We will help you maximize your tax savings while minimizing any potential CRA audit risks by offering bookkeeping for mortgage brokers.
As a bonus, we will generally answer free of charge any simple real estate income tax questions that you might encounter from working with your client. This would help you look good in front of your clients and keep the selling or buying process moving.
And our fees are reasonable. Particularly, if you’re looking for bookkeeping, or accounting services for mortgage brokers, we use an Excel based system that is usually cheaper than a bookkeeper using an online software subscription such as QuickBooks Online. You may read more about our bookkeeping services here.
Please click request a quote to find out more.
Our expert services are customized to meet the distinct needs of realtors and mortgage brokers.
Our expertise lies in providing tax services for mortgage brokers and realtors that align with their needs.
We will educate you on relevant tax issues periodically.
We will reply to your email or phone call in 1-2 business days.
We will seek to maximize your tax savings and minimize potential CRA audit risks.
We will provide accurate bookkeeping / accounting with a high level of care.
EXCELLENT Based on 30 reviews Whale2025-03-07Trustindex verifies that the original source of the review is Google. Nelson provided exceptional tax guidance for our construction management company. His advice was super helpful, and his attention to detail gave us confidence everything was done right. Reza Sabour2025-03-06Trustindex verifies that the original source of the review is Google. I've been working with Nelson as my Accountant for many years and can't say enough good things about him. As a Mortgage Broker, Nelson does my personal and corporate taxes and always has the latest news and updates from CRA and always helps me strategize the best ways to position myself and works with me directly for my tax planning. I've recommended him to countless friends and family and everyone I've sent his way has been equally satisfied with his services. I highly recommend working with Nelson! Bill Williams2025-03-06Trustindex verifies that the original source of the review is Google. Working with Nelson at tax time is a pleasure! His methods of communication are efficient and his work is accurate and precise - exactly what we need as part of our engineering practice. I highly recommend him and his team! Kent Strachan2025-03-06Trustindex verifies that the original source of the review is Google. I started using Nelson as my accountant last year when I found myself suddenly and urgently in need of a new one. He was super helpful getting documentation from my previous accountant on my behalf and made the transition as smooth as possible. He doesn't just pump out artifacts, he actually looks at the results, asks questions and suggests options. I feel very comfortable that Nelson is looking after my business and helping me make solid decisions. Yoonjae Daniel Kim2025-03-06Trustindex verifies that the original source of the review is Google. I highly recommend Nelson as your accountant! As a self-employed physiotherapist, he has saved me a lot of money. His expertise and excellent communication make him the best I've worked with. I look forward to continuing our partnership. Irena L2025-03-06Trustindex verifies that the original source of the review is Google. I have been a realtor for over 10 years and had used other accountants before for my PREC and was constantly not able to reach my previous accountants, leaving me very frustrated. I was so glad that I found Nelson and it amazed me the first time we met by his patience and willingness to explain to me solutions he could provide with my initial request. He later even helped me catch some opportunities on tax planning that the previous accountants didn't do. I referred my clients and friends to Nelson and also heard good feedback from them about him. Maureen Young2025-03-06Trustindex verifies that the original source of the review is Google. Nelson has been terrific to work. Working as an incorporated Mortgage Broker, Nelson has assisted me with both corporate taxes and personal taxes. Nelson is very knowledgeable, efficient and quick to respond to any emails. I appreciate how thorough he is and know I am in good hands. Thu Pham2025-03-06Trustindex verifies that the original source of the review is Google. I've had an amazing experience working with Nelson. As a realtor, managing my PREC taxes can be complex, but he made the process seamless and stress-free. His expertise, attention to detail, and strategic tax advice have been invaluable in optimizing my financials while staying compliant. I highly recommend Nelson to any real estate professional looking for a knowledgeable and reliable accountant! Wallace Murray2024-06-02Trustindex verifies that the original source of the review is Google. Nelson is diligent and cares about his clients. He is detail oriented and looks out for what is best for your situation specifically. Most of all, he prides himself on being there when needed for his clients and welcomes communication. I highly recommend him. Barbara Troczynski2024-05-26Trustindex verifies that the original source of the review is Google. I have worked with several accountants in the past, but none have compared to the level of service and dedication I have experienced with Nelson and his team. I can't speak highly enough about outstanding service Nelson provided for both of my personal and corporate taxes. He demonstrated with professionalism,expertise and attention to details.His understanding of tax law and regulations, as well as communications and responsiveness made my income taxes process less stressful and more manageable ! I would highly Nelson's services for anyone who is looking for excellent accountant !
Ready to take control of your finances? Our accounting services for mortgage brokers offer the expertise and support you need to grow.
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