Realtors and Mortgage Brokers

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.

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 services, 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 FIRM

Why Us

Our clients love us for these qualities.

Education

We will educate you on relevant tax issues periodically.

Responsive communication

We will reply to your email or phone call in 1-2 business days.

Quality of work

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.

EXAMPLES

Client Success Stories

We earn the trust of the clients by providing quality services.

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Resolving Eileen’s Multiple Tax Issues Caused By Prior Accountant

Eileen is a realtor with a Personal Real Estate Corporation who has struggled to receive timely responses from her previous accountant. We also identified several tax saving opportunities that were previously missed…

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Optimizing Tax Strategies for Peter's Medical Corporation

Peter is a family physician who moved from another province. Our firm was able to offer a better price for the bookkeeping and tax filing services while providing a high quality service level for Peter’s medical corporation…

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Streamlining Amanda's Interior Design Business Through Incorporation

Yumi is an interior designer who grew her business steadily over the years. We helped her transition from self-employment to incorporation in order to achieve more tax savings…

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Enhancing Carrie’s clinic operations and business sale

Carrie is a Registered Massage Therapist who owned a health clinic. We guided her in the sale of her business in order to maximize her tax savings…

TESTIMONIALS

What Our Clients Say

Read about why our clients love our work.

     EXCELLENT  
     Based on 19 reviews 
    
 
 
   
 
 
        
   QM W 
 2023-12-09
 
 
  Nelson has been my accountant for 2 years since I moved back to Vancouver. He has proven to be very accessible and quick to respond. He has been efficient in filing taxes and year-ends. He offers a variety of professional and tailored advices which I appreciate very much. I would recommend him to others!
  
 
       
   Pauline Bak 
 2023-11-05
 
 
  I have had a great experience so far with Nelson as an accountant for my business. The communication is great, he explains everything well for a new business owner and is always available for questions. Very organized and clear, he's been much helpful, great service overall!
  
 
       
   Lisa L 
 2023-10-24
 
 
  When I decided to make Vancouver my home, I knew finding a reliable local accountant was crucial. After a frustrating experience with another accountant who left me in the dark for weeks, I felt overwhelmed as the tax deadline approached. Thankfully, I discovered Nelson Huang, and I can't express how grateful I am for his exceptional service.

Nelson was not only quick to respond when I reached out but also took the time to answer my questions. He was also able to prepare my taxes efficiently and on time. What sets Nelson apart is his dedication to his clients. He doesn't just handle my taxes; he goes the extra mile by offering invaluable tips and advice to help me navigate the intricacies of being self-employed.

I can confidently say that Nelson Huang is not just an accountant but a trusted partner in your financial journey. If you're looking for an accountant who is professional, knowledgeable, and genuinely supportive, look no further. Nelson is the accountant you can rely on with peace of mind.
  
 
       
   Louie Wong 
 2021-05-10
 
 
  Thank you Nelson for taking care of my both my personal and corporate taxes. I would highly recommend him because he takes care of it on time, informs me of any new tax changes and how to maximize my tax savings.
  
 
       
   Sab L 
 2021-05-10
 
 
  Got my taxes done for the first time by Nelson. He was very professional and patient with my questions. He was very informative and knowledgeable. Thanks again Nelson!
  
 
       
   Casey Ng 
 2021-04-24
 
 
  Have been using Nelson accounting services to file for my personal income tax including overseas assets for the past 4-5 years. He is very professional and yet friendly.  His charges is more than reasonable which is a lot less than other firms.  His service is fast and I have nothing to complaints but keep referring him to my friends.
  
 
       
   Taban Yazdani 
 2020-12-10
 
 
  I have been referring clients to Nelson for personal and corporate tax returns for a couple of years now and I've always received positive feedback. He's very knowledgeable and easy to work with.
  
 
       
   Tooth Booth Dental 
 2020-02-26
 
 
  Nelson pays attention to details and is always approachable.  We are very happy with Nelson's service and professionalism.  He is awesome to work with! Thank you for helping us with all the accounting inquiries!
  
 
       
   Ramon Masana 
 2020-01-20
 
 
  Nelson is my new accountant for my business and I am extremely satisfied with the corporate tax filing service I received. Nelson was very knowledgable, organized and efficient, and I strongly recommend him to any business owner who needs accounting help.
  
 
       
   Ken Feng 
 2020-01-17
 
 
  Nelson has helped me with my corporation taxes and individual taxes. He is informative and has prompt replies, even when he is out of town. Accountable guy for his services, recommend him for his services.