KDJ Tax & Advisory Services
Specialized Tax Strategies for Real Estate Professionals
Helping Austin real estate agents, brokers, and investors reduce taxes, protect income, and build long-term wealth.
Our Real Estate Expertise
We’re not just CPAs - we’ve lived and worked in real estate.
• 15+ years of CPA + real estate experience
• Licensed broker background & industry knowledge
• Deep understanding of real estate taxation
Why Realtors Need Specialized Tax Help
Realtors face unique income streams and deductions that require yearround planning, not just tax season preparation.
Commission income taxed at self-employment rates
Rental income treated differently than wages
Ongoing planning avoids last-minute stress
Common Mistakes Realtors Make
Small errors in recordkeeping or filing can cost thousands, but the right systems prevent penalties and missed opportunities.
• Mixing personal & business expenses
• Missing key deductions (home office, mileage, meals)
• Waiting until April to plan
• Skipping quarterly tax payments
The Power of Entity Structuring
Choosing the right entity saves taxes and protects income,while scaling smoothly as your real estate business grows.
• S-Corp setup reduces self-employment tax
• Payroll ensures IRS compliance
• Entity structures grow with success
1031 Exchanges Simplified
A 1031 exchange lets investors reinvest property gains without immediate tax, creating longterm wealth through smart deferrals.
• Sell and reinvest without capital gains hit
• Forward & reverse exchange strategies
• Long-term “1031 till I die” approach
Cost Segregation: The Investor’s Secret
By accelerating depreciation on properties, cost segregation unlocks powerful tax savings and even turns liabilities into refunds.
• Faster write-offs reduce taxable income
• Works for rental and commercial property
• Converts tax bills into refunds
Deduction Do’s & Don’ts
Knowing which deductions are safe and effective helps maximize savings while avoiding IRS red flags.
• Simplified home office safe harbor ($1,500 cap)
• Deduct phone, internet, and tech costs
• Avoid claiming full vacations as business trips
• Use auto and mileage deductions wisely
Real Client Success Stories
Our strategies produce measurable results that have saved clients thousands while giving them confidence in tax planning.
Realtor: S-Corp setup → saved $20K annually
Investor: cost segregation → $70K liability cut into $30K refund
Client: deferred $1.5M in gains via Opportunity Zones
3 Must-Do Steps for Realtors
Adopting simple tax habits throughout the year protects income and ensures a stress-free tax season.
• Use a dedicated business bank account & credit card
• Collect and upload documents year-round
• Share income or life changes promptly
