Pre-Sale Tax Review gives your sellers a brief CPA tax analysis before they list — the estimated federal and California tax at the expected price, a Section 121 exclusion snapshot, and the single largest flag on their facts. You fund it as a client benefit. Your seller is the client for the analysis. Know the number before you list.
A real estate sale is, for most people, the largest financial transaction of their lives. In the current sequence, the agent is engaged first, and tax advice — if it happens at all — happens after closing, when the tax result can no longer be changed.
“In my CPA practice, realtors referred sellers to me only after their deals had closed. On learning tax bills — in some cases around $100,000 — those sellers said they never would have sold had they known before they signed. After closing, the information is useless. The analysis has to happen first.”
Choose a monthly tier sized to your listing volume. Your subscription funds brief analyses for your sellers, at the moment they are deciding whether to sell.
Before listing, your seller completes a short standardized intake — the property, basis facts, expected price, and timeline. The engagement for the analysis runs to the seller.
A written 1–2 page brief in 3 business days — 48 hours on Producer tier and above. Your seller decides with the tax number on the table, not after it.
A brief includes no return preparation and no legal advice. Advisor-only: no commission is taken, and there is no role in the transaction.
| Tier | Price | Brief analyses / month | Included |
|---|---|---|---|
| Advisor | $495 / mo | 5 | Brief analyses at $99 each, effective; standard 3-business-day turnaround |
| Producer | $995 / mo | 12 | 48-hour turnaround; co-branded “CPA-reviewed listing” kit |
| Team | $2,495 / mo | 30 | 48-hour turnaround; listing kit for the whole team; sized for teams closing 20+ deals a month |
| Brokerage | $4,995 / mo | 75 | Multi-team use; quarterly tax-update content for your clients; named support contact |
Overage brief analyses: $99 each. Unused analyses do not roll over beyond 30 days.
Scope of law: Federal and California in full. All other states: Federal only.
Sellers who need depth engage directly, separately from the subscription: the full exclusion analysis, timing, basis and Proposition 19 work, and Section 1031 structuring where the property qualifies.
Greg has advised owners and sellers for more than 30 years — and he has sat on your side of the table. He has held a California real estate broker license since 1989 and owned his own brokerage, which is exactly why he believes the tax analysis belongs before the listing, not after the closing.
Pre-Sale Tax Review analyses are estimates based on the facts provided, prepared for planning purposes only. They are not tax preparation, return filing, or legal advice, and no savings are promised or guaranteed. Actual tax depends on the final sale price and the seller’s complete tax picture.