1. Agent Accounting 2011© for Excel®
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Simple Excel workbook designed for real estate agents
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Requires minimal computer knowledge
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Transactions are entered once and all calculations are done
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Prepares Profit and Loss Statement
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Prepares Schedule C for your business
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Includes mileage log—enter travel information and it calculates auto deduction
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Contains Quick Tax Estimator to calculate quarterly tax estimates
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Requires Microsoft Excel® 2003 or higher (must be purchased separately)
2. Agent Accounting 2011© for Quicken®
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Contains ready-to-use Quicken ® file customized for real estate agents
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Capabilities and computer knowledge required make it suitable for all agents
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Has common business accounts setup
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Year-end reports provide calculations for Schedule C
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Plenty of standard reports included and can create your own custom reports
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Requires Quicken© 2004 or higher (must be purchased separately)
3. Agent Accounting 2011© for QuickBooks®
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Contains ready-to-use QuickBooks ® file customized for real estate agents
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Capabilities make it ideal for top agents
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Has common business accounts setup
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Year-end reports provide calculations for Schedule C
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More standard reports included and can create your own custom reports
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Can use payroll feature for employee assistants
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Requires QuickBooks© 2004 or higher (must be purchased separately)
4. Also on Agent Tax Solutions 2011© CD:
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Free Report “10 Most Expensive Tax Mistakes That Cost Real Estate Agents Thousands”
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Employment Forms—tax withholding forms, employment agreement, independent contractor agreement, benefit plan forms, such as Medical Expense Reimbursement Plan and more
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Tax Strategy Implementation Guides
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Medical Expense Reimbursement Plan
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Hiring Your Kids
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Retirement Plans—SIMPLE IRA or SEP
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“S” Corporation
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“C” Corporation
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Limited Liability Company (LLC)
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Family LLC/ Limited Partnership
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Childcare Assistance Plan
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Educational Assistance Plan
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Cost Segregation
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Separate Entities for Business Assets
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Gift-Leaseback
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Tax forms and other valuable information for real estate agents
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