Tax support for real estate agents who want more than a once-a-year handoff.
Real estate income doesn’t arrive on a neat schedule. Commissions fluctuate. Deductions are easy to overlook, and quarterly payments can feel unclear until it’s suddenly urgent.
RLTYco’s partnership with Nimbl is designed to bring structure and clarity to all of that. We help you file accurately, plan ahead, and understand what’s coming, so taxes stop being a surprise and start being part of the plan.
Here’s what good support looks like:
Getting clear on your entity setup
We look at whether your current structure (Schedule C, LLC, or S corp) is supporting your income or quietly working against you.
Understanding which deductions actually apply to you
Retirement contributions, HSAs, vehicle depreciation, and more. We help you understand what fits your situation so you’re not guessing at tax time.
Support during the year, not just in April
Questions come up outside of filing season. We’re here for them, and we flag when it’s time for deeper planning.
Clear quarterly payment guidance
When income swings, knowing what to set aside matters. We help you plan payments intentionally and avoid underpayment penalties.
Three ways to work with Nimbl
All clients start with a free assessment to confirm scope and pricing. Final pricing is always agreed on before work begins.
Tier 1:
Tax Prep + Year-Round Email Support
Starting at
$230/month
for RLTYco clients
Best for:
1099 real estate agents with straightforward business activity (often a Schedule C or a simple entity), who mainly want a high-quality return plus access to a real tax team when questions pop up.
What’s included
- Federal + state tax return preparation (business + personal as applicable), with multi-layer review
- Access to our tax inbox for general questions throughout the year
- Safe-harbor estimated tax payment guidance (when applicable)
- Notice support if the client receives a state/federal tax notice
- Secure onboarding + document collection
- Document storage + delivery summary (including a high-level return walkthrough)
- A brief onboarding/kickoff call
Bonus: For RLTYco clients, Tier I includes an annual 30 minute review call to walk through your filed return, answer questions, and flag any tax planning needs
Tier 2:
Annual Tax Planning
Starting at
$300/month
for RLTYco clients
Best for:
Agents with multiple income streams (S-corp, spouse W-2, rentals, investments) who want proactive planning.
Includes everything in Tier 1, plus
- Annual tax planning meeting with projections for the year ahead
- A personalized tax plan that may include:
- Legal entity optimization (when appropriate)
- Owner payroll allocation (S-corp considerations)
- Deduction strategy + QBI analysis
- Retirement plan review and planning opportunities
Tier 3:
Quarterly Planning + Estimates
Starting at
$400/month
for RLTYco clients
Best for:
Agents with highly variable income, prior penalties, or major changes ahead who want ongoing clarity around what to set aside and what to pay.
Everything in Tier 2, plus
- Quarterly tax planning meetings
- Quarterly projections of current-year income and tax liability
- Customized quarterly estimated tax payment recommendations
Enterprise
Includes
- Company Overview
- Financial Performance
- Products and Services
- Marketing and Sales
Enterprise
Includes
- Company Overview
- Financial Performance
- Products and Services
- Marketing and Sales
Enterprise
Includes
- Company Overview
- Financial Performance
- Products and Services
- Marketing and Sales
Get predictability, support, and a team that stays with you
Predictable monthly pricing
Instead of a big bill once a year, your investment is spread across the year. It covers preparation, support, and planning based on the tier you choose.
Built for remote, active agents
Everything runs through a secure portal, email, and scheduled calls. No office visits. No paper shuffling.
Real people, real continuity
You’re not handed off to someone new every year. Our model is built around long-term relationships, not one-time filings.
We’re a team that thinks ahead with you.
This is a relationship, not a transaction
You shouldn’t have to re-explain your financial life every year. We build long-term working relationships.
People are the difference
Software helps. Process matters. What makes the real difference is a team that knows you, answers you, and plans ahead with you.
We’re built for business owners
Whether you receive a 1099 or pay yourself from an LLC or S corp, most meaningful tax strategies start once you’re operating as a business. That’s where we specialize.
We focus on intentional tax planning
Everything we recommend is legal, thoughtful, and aligned with how you actually earn money.
What happens next?
Step 1: Book a free discovery call
We’ll learn a bit about your income, entities, and goals.
Step 2: Quick assessment by our tax team
We confirm scope, tier, and pricing so everything is clear upfront.
Step 3: Kickoff and execution
Onboarding call, document checklist, timelines and then we get to work.
Frequently Asked Questions
Do you do in-person meetings?
No. We’re fully remote by design. Everything happens through secure portals, email, and scheduled calls.
Can I pay annually instead of monthly?
Yes. Most clients prefer monthly, but prepaid annual options are available.
What if I only want tax prep, not planning?
That’s exactly what Tier 1 is for.
My income is unpredictable. Can you help with quarterly taxes?
Yes. That’s a strong fit for Tier 3.
What if I’m not a good fit?
We’ll tell you directly. We care more about alignment than forcing a sale.
