Real estate agents

If you sell real estate on commission, your tax return is a little different from a regular W-2 job.

We prepare returns for agents and brokers, including 1099 income and the business-expense records that go with the work. If you're getting ready for the 2027 filing season (tax year 2026), just call or text and we'll go over what to bring.

Common situations we help with

Common situations we help with:

• Commission income reported on a 1099, sometimes from more than one brokerage
• A year that mixes W-2 assistant or office pay with 1099 commission income
• Keeping records for things like dues, licensing, marketing, mileage, and errors-and-omissions coverage
• Quarterly estimated payments
• Team splits or a team-lead arrangement
• Agents who also own a rental. If that's you, see our Real Estate Investors page.

What to bring, and what to expect

You can come in, drop documents off, or upload them through our Client Portal. If some of your income is reported on a 1099, the Self-Employed Business Organizer on the Forms page can be a starting point.

• Last year's return, if you have it
• All 1099s, plus W-2s if you had any wage income
• Commission or closing statements, if they help show the year
• A mileage log or other records of business driving
• Expense records: MLS or board dues, licensing, advertising, signs, lockboxes, education, and insurance
• A list of any tools or equipment you bought for the business during the year

If you're not sure something counts, bring it anyway and we can review it with you.

This is general information, not advice for your specific situation. Tax rules change. Call or text us if you're not sure what applies to you.