We specialize in commissions, rentals, depreciation, entity strategy, multi-state returns and year-round planning, not just April filing.
Real-estate focused deductions strategies & documentation
Clean books lead to better tax outcomes
Clear pricing, fast communication
For over 30 years, we've helped individuals and real estate professionals file smarter, plan ahead, and keep more of what they earn.
Secure client portal (TaxDome)
Over 30 years of tax preparation experience
Serving clients locally in Georgia and nationwide
Commission planning & 1099 income
Mileage, marketing, & home office
MLS fees & client gift deductions
SEP / Solo 401(k) guidance
Depreciation & cost segregation
Repairs vs. improvements classification
Passive activity rules & Schedule E
Sale & 1031 exchange awareness
S-Corp vs. LLC entity strategy
Bookkeeping + tax alignment (QBO)
Quarterly estimated tax planning
Year-end check-ins & adjustments
Real estate professionals face tax situations that generic preparers routinely miss. It's not about fear — it's about the sharp edges and missed opportunities hiding in your return.
Variable income from splits, referral fees, and bonuses makes estimated taxes tricky. Generic tax prep misses the nuance.
Claiming too little leaves money on the table. Claiming it wrong triggers problems. Cost segregation, repairs vs. improvements, and recapture all require careful handling.
S-Corp vs. LLC vs. sole proprietorship changes your self-employment tax, retirement options, and audit profile. The right call depends on your real estate activity.
Agents working across state lines and landlords with properties in different states face filing obligations most preparers overlook.
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Commission, rental, and investment income
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Agent, landlord, and investor-specific deductions
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Multi-state filing when needed
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Quarterly estimated tax guidance
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Entity structure conversations (S-Corp, LLC)
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Retirement contribution planning
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QuickBooks-based monthly bookkeeping
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Tax-aware categorization from day one
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Clean books that make tax season painless
Create your account on our secure portal, upload your documents, and complete your organizer. We'll handle it from there.
We review your situation, identify deductions, and flag opportunities. You'll know exactly where you stand before we file.
We file your return and set up a plan for the year ahead — estimated payments, entity decisions, and year-end positioning.
"I have been using Tax Associates for years and Jonathan has always been very thorough and meticulous while doing my taxes. He's quick at responding to my questions and concerns; especially when filing for more than one state."
— Tiffany, Client
"Jonathan was a consummate professional, always answering any questions and going into depth on areas of concerns. I cannot recommend his services enough!"
— Fritz, Client
"He goes above and beyond answers, questions and emails almost immediately... Jonathan is amazing and I feel fortunate to have a honest, reliable tax consultant."
— Patricia, Client
Prefer to email? Contact@TaxAssociatesGA.com
Have questions or ready to schedule a review? Send us a message and we'll get back to you shortly.