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How to Turn Real Estate Agents into Year-Round Clients (with Smarter SEO)

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How to Turn Real Estate Agents into Year-Round Clients (with Smarter SEO)

You want more advisory clients.
You want predictable revenue.
You want people who actually listen to your advice (and are happy to pay for it).

Let me tell you where to look:

Start with the real estate agents in your city.

Because here’s the deal…

Real estate pros are drowning in income volatility, confusing tax rules, and marketing receipts stuffed into glove compartments.

They’re mostly 1099 earners.
They often have LLCs they don’t understand.
They file late. Miss quarterly payments. Treat deductions like a scavenger hunt.

They’re hustlers, not financial planners. While they excel at selling homes, most have no idea how to manage the income that comes with it.

No one has ever explained their financial world in plain English. You? You could be the one who does, and the one they’ll never want to leave.

Why Real Estate Pros Are Ripe for SEO-Driven Growth

Local SEO was literally built for this niche.

These folks live and breathe location. Their clients search by neighborhood, school district, and zip code. And they expect their own businesses to show up at the top of Google.

So when they go searching—“how to file taxes as a realtor in [City]”—you want to be there.

Not with a “schedule a call” button, but with helpful, relevant, localized content that says:“Hey, I get your world. And I can make it easier.”

Write about S-corp elections for solo agents. Quarterly tax reminders for commission earners. Deductions they didn’t know they were missing in their own zip code.

That’s the key to turning clicks into clients. Show up like a trusted guide, not just another tax preparer.

Step 1: Understand Their Pain Points

Real estate professionals aren’t just managing listings. They’re juggling:

  • Irregular income
  • Multiple brokerage relationships
  • Marketing budgets and tax-deductible expenses
  • Vehicle write-offs (that they’re probably doing wrong)
  • No real financial systems in place

It’s chaos. It’s also costing them more than they realize.

They don’t need another accountant. They need someone who understands how they make money, and how not to lose half of it to taxes. They need a partner who understands how they earn, where the money leaks out, and how to build a financial system that keeps more of it in their pocket.

Step 2: Build a Real Estate SEO Funnel with Content That Converts

The goal?

Be there before they even know they need you.

With MAX and your automated blog feed, you can target real estate professionals at every stage of their financial journey—without spending hours writing or researching. This is more than marketing, it’s building authority where they’re already searching for help.

Here’s what to publish:

Searchable Blog Posts

  • “How [City] Real Estate Agents Can Save Big on Taxes This Year”
  • “LLC vs S-Corp for Realtors: What Works Best in [State]?”
  • “Quarterly Tax Guide for Real Estate Professionals in [City]”
  • “Can You Deduct That? Top Write-Offs for Agents in 2025”

—all optimized to match how real agents are searching in real time.

Local List-Builders and Downloads

  • “Tax Prep Checklist for [City] Agents”
  • “Marketing Deductions You Might Be Missing”
  • “How to Structure Your Business for Growth + Protection”

—designed to capture emails, spark consultations, and open the door to long-term advisory work.

These position you as the financial expert for agents in your city (Google will love you for it).

Step 3: Create a Page Just for Real Estate Clients

A high-converting niche strategy needs a landing page. Think of it as your digital handshake. A first impression that says, “I specialize in helping people like you.”

Call it “Real Estate Tax Services for [City] Agents” and load it with:

  • Niche-focused blog posts
  • A short explainer video or voice memo from you
  • A call-to-action for a “Free Realtor Tax Check-Up”
  • Testimonials if you’ve helped agents already (even one works)
Pro tip: include a downloadable checklist or mini tax guide to increase conversions.

Share this in newsletters, local real estate Facebook groups, or with your referral partners. MAX can help generate and schedule it all.

Why This Works So Well (and So Fast)

Real estate is relationship-based. But – like in the tax and accounting field – those relationships are built on trust, visibility, and authority.

When your content hits their inbox or shows up on Google the moment they’re searching for tax help, you’re not just “another pro.”

You’re the one who gets it.

That leads to:

  • Year-round planning engagements
  • Bookkeeping and payroll upsells
  • Entity setup and exit planning
  • Referrals to their entire office

All from one niche strategy. All running on content you didn’t have to create manually.

The Bottom Line? Don’t Wait for Their Broker to Tell Them What to Do

They’re not getting financial training at open houses.
They’re Googling. They’re guessing. They’re hoping the IRS doesn’t notice.

You can fix that.
You can earn more, work less, and show up smarter—if you start showing up at all.

Let MAX handle the content. Let your blog feed deliver SEO signals on autopilot. Let your website convert searches into trust, and trust into income.

Want to attract more real estate clients without chasing leads?

Watch our podcast episode on niche packaging, or reach out to see how thousands of pros are building smarter SEO funnels with MAX.

Guide

How to Turn Real Estate Agents into Year-Round Clients (with Smarter SEO)

You want more advisory clients.
You want predictable revenue.
You want people who actually listen to your advice (and are happy to pay for it).

Let me tell you where to look:

Start with the real estate agents in your city.

Because here’s the deal…

Real estate pros are drowning in income volatility, confusing tax rules, and marketing receipts stuffed into glove compartments.

They’re mostly 1099 earners.
They often have LLCs they don’t understand.
They file late. Miss quarterly payments. Treat deductions like a scavenger hunt.

They’re hustlers, not financial planners. While they excel at selling homes, most have no idea how to manage the income that comes with it.

No one has ever explained their financial world in plain English. You? You could be the one who does, and the one they’ll never want to leave.

Why Real Estate Pros Are Ripe for SEO-Driven Growth

Local SEO was literally built for this niche.

These folks live and breathe location. Their clients search by neighborhood, school district, and zip code. And they expect their own businesses to show up at the top of Google.

So when they go searching—“how to file taxes as a realtor in [City]”—you want to be there.

Not with a “schedule a call” button, but with helpful, relevant, localized content that says:“Hey, I get your world. And I can make it easier.”

Write about S-corp elections for solo agents. Quarterly tax reminders for commission earners. Deductions they didn’t know they were missing in their own zip code.

That’s the key to turning clicks into clients. Show up like a trusted guide, not just another tax preparer.

Step 1: Understand Their Pain Points

Real estate professionals aren’t just managing listings. They’re juggling:

  • Irregular income
  • Multiple brokerage relationships
  • Marketing budgets and tax-deductible expenses
  • Vehicle write-offs (that they’re probably doing wrong)
  • No real financial systems in place

It’s chaos. It’s also costing them more than they realize.

They don’t need another accountant. They need someone who understands how they make money, and how not to lose half of it to taxes. They need a partner who understands how they earn, where the money leaks out, and how to build a financial system that keeps more of it in their pocket.

Step 2: Build a Real Estate SEO Funnel with Content That Converts

The goal?

Be there before they even know they need you.

With MAX and your automated blog feed, you can target real estate professionals at every stage of their financial journey—without spending hours writing or researching. This is more than marketing, it’s building authority where they’re already searching for help.

Here’s what to publish:

Searchable Blog Posts

  • “How [City] Real Estate Agents Can Save Big on Taxes This Year”
  • “LLC vs S-Corp for Realtors: What Works Best in [State]?”
  • “Quarterly Tax Guide for Real Estate Professionals in [City]”
  • “Can You Deduct That? Top Write-Offs for Agents in 2025”

—all optimized to match how real agents are searching in real time.

Local List-Builders and Downloads

  • “Tax Prep Checklist for [City] Agents”
  • “Marketing Deductions You Might Be Missing”
  • “How to Structure Your Business for Growth + Protection”

—designed to capture emails, spark consultations, and open the door to long-term advisory work.

These position you as the financial expert for agents in your city (Google will love you for it).

Step 3: Create a Page Just for Real Estate Clients

A high-converting niche strategy needs a landing page. Think of it as your digital handshake. A first impression that says, “I specialize in helping people like you.”

Call it “Real Estate Tax Services for [City] Agents” and load it with:

  • Niche-focused blog posts
  • A short explainer video or voice memo from you
  • A call-to-action for a “Free Realtor Tax Check-Up”
  • Testimonials if you’ve helped agents already (even one works)
Pro tip: include a downloadable checklist or mini tax guide to increase conversions.

Share this in newsletters, local real estate Facebook groups, or with your referral partners. MAX can help generate and schedule it all.

Why This Works So Well (and So Fast)

Real estate is relationship-based. But – like in the tax and accounting field – those relationships are built on trust, visibility, and authority.

When your content hits their inbox or shows up on Google the moment they’re searching for tax help, you’re not just “another pro.”

You’re the one who gets it.

That leads to:

  • Year-round planning engagements
  • Bookkeeping and payroll upsells
  • Entity setup and exit planning
  • Referrals to their entire office

All from one niche strategy. All running on content you didn’t have to create manually.

The Bottom Line? Don’t Wait for Their Broker to Tell Them What to Do

They’re not getting financial training at open houses.
They’re Googling. They’re guessing. They’re hoping the IRS doesn’t notice.

You can fix that.
You can earn more, work less, and show up smarter—if you start showing up at all.

Let MAX handle the content. Let your blog feed deliver SEO signals on autopilot. Let your website convert searches into trust, and trust into income.

Want to attract more real estate clients without chasing leads?

Watch our podcast episode on niche packaging, or reach out to see how thousands of pros are building smarter SEO funnels with MAX.

Marketing & Client Acquisition

How to Turn Real Estate Agents into Year-Round Clients (with Smarter SEO)

May 22, 2025
/
15
min read
Lee Reams
CEO | CountingWorks PRO

You want more advisory clients.
You want predictable revenue.
You want people who actually listen to your advice (and are happy to pay for it).

Let me tell you where to look:

Start with the real estate agents in your city.

Because here’s the deal…

Real estate pros are drowning in income volatility, confusing tax rules, and marketing receipts stuffed into glove compartments.

They’re mostly 1099 earners.
They often have LLCs they don’t understand.
They file late. Miss quarterly payments. Treat deductions like a scavenger hunt.

They’re hustlers, not financial planners. While they excel at selling homes, most have no idea how to manage the income that comes with it.

No one has ever explained their financial world in plain English. You? You could be the one who does, and the one they’ll never want to leave.

Why Real Estate Pros Are Ripe for SEO-Driven Growth

Local SEO was literally built for this niche.

These folks live and breathe location. Their clients search by neighborhood, school district, and zip code. And they expect their own businesses to show up at the top of Google.

So when they go searching—“how to file taxes as a realtor in [City]”—you want to be there.

Not with a “schedule a call” button, but with helpful, relevant, localized content that says:“Hey, I get your world. And I can make it easier.”

Write about S-corp elections for solo agents. Quarterly tax reminders for commission earners. Deductions they didn’t know they were missing in their own zip code.

That’s the key to turning clicks into clients. Show up like a trusted guide, not just another tax preparer.

Step 1: Understand Their Pain Points

Real estate professionals aren’t just managing listings. They’re juggling:

  • Irregular income
  • Multiple brokerage relationships
  • Marketing budgets and tax-deductible expenses
  • Vehicle write-offs (that they’re probably doing wrong)
  • No real financial systems in place

It’s chaos. It’s also costing them more than they realize.

They don’t need another accountant. They need someone who understands how they make money, and how not to lose half of it to taxes. They need a partner who understands how they earn, where the money leaks out, and how to build a financial system that keeps more of it in their pocket.

Step 2: Build a Real Estate SEO Funnel with Content That Converts

The goal?

Be there before they even know they need you.

With MAX and your automated blog feed, you can target real estate professionals at every stage of their financial journey—without spending hours writing or researching. This is more than marketing, it’s building authority where they’re already searching for help.

Here’s what to publish:

Searchable Blog Posts

  • “How [City] Real Estate Agents Can Save Big on Taxes This Year”
  • “LLC vs S-Corp for Realtors: What Works Best in [State]?”
  • “Quarterly Tax Guide for Real Estate Professionals in [City]”
  • “Can You Deduct That? Top Write-Offs for Agents in 2025”

—all optimized to match how real agents are searching in real time.

Local List-Builders and Downloads

  • “Tax Prep Checklist for [City] Agents”
  • “Marketing Deductions You Might Be Missing”
  • “How to Structure Your Business for Growth + Protection”

—designed to capture emails, spark consultations, and open the door to long-term advisory work.

These position you as the financial expert for agents in your city (Google will love you for it).

Step 3: Create a Page Just for Real Estate Clients

A high-converting niche strategy needs a landing page. Think of it as your digital handshake. A first impression that says, “I specialize in helping people like you.”

Call it “Real Estate Tax Services for [City] Agents” and load it with:

  • Niche-focused blog posts
  • A short explainer video or voice memo from you
  • A call-to-action for a “Free Realtor Tax Check-Up”
  • Testimonials if you’ve helped agents already (even one works)
Pro tip: include a downloadable checklist or mini tax guide to increase conversions.

Share this in newsletters, local real estate Facebook groups, or with your referral partners. MAX can help generate and schedule it all.

Why This Works So Well (and So Fast)

Real estate is relationship-based. But – like in the tax and accounting field – those relationships are built on trust, visibility, and authority.

When your content hits their inbox or shows up on Google the moment they’re searching for tax help, you’re not just “another pro.”

You’re the one who gets it.

That leads to:

  • Year-round planning engagements
  • Bookkeeping and payroll upsells
  • Entity setup and exit planning
  • Referrals to their entire office

All from one niche strategy. All running on content you didn’t have to create manually.

The Bottom Line? Don’t Wait for Their Broker to Tell Them What to Do

They’re not getting financial training at open houses.
They’re Googling. They’re guessing. They’re hoping the IRS doesn’t notice.

You can fix that.
You can earn more, work less, and show up smarter—if you start showing up at all.

Let MAX handle the content. Let your blog feed deliver SEO signals on autopilot. Let your website convert searches into trust, and trust into income.

Want to attract more real estate clients without chasing leads?

Watch our podcast episode on niche packaging, or reach out to see how thousands of pros are building smarter SEO funnels with MAX.

Marketing & Client Acquisition

How to Turn Real Estate Agents into Year-Round Clients (with Smarter SEO)

Thursday, May 22, 2025

May 22, 2025
/
15
min read
Lee Reams
CEO | CountingWorks PRO

You want more advisory clients.
You want predictable revenue.
You want people who actually listen to your advice (and are happy to pay for it).

Let me tell you where to look:

Start with the real estate agents in your city.

Because here’s the deal…

Real estate pros are drowning in income volatility, confusing tax rules, and marketing receipts stuffed into glove compartments.

They’re mostly 1099 earners.
They often have LLCs they don’t understand.
They file late. Miss quarterly payments. Treat deductions like a scavenger hunt.

They’re hustlers, not financial planners. While they excel at selling homes, most have no idea how to manage the income that comes with it.

No one has ever explained their financial world in plain English. You? You could be the one who does, and the one they’ll never want to leave.

Why Real Estate Pros Are Ripe for SEO-Driven Growth

Local SEO was literally built for this niche.

These folks live and breathe location. Their clients search by neighborhood, school district, and zip code. And they expect their own businesses to show up at the top of Google.

So when they go searching—“how to file taxes as a realtor in [City]”—you want to be there.

Not with a “schedule a call” button, but with helpful, relevant, localized content that says:“Hey, I get your world. And I can make it easier.”

Write about S-corp elections for solo agents. Quarterly tax reminders for commission earners. Deductions they didn’t know they were missing in their own zip code.

That’s the key to turning clicks into clients. Show up like a trusted guide, not just another tax preparer.

Step 1: Understand Their Pain Points

Real estate professionals aren’t just managing listings. They’re juggling:

  • Irregular income
  • Multiple brokerage relationships
  • Marketing budgets and tax-deductible expenses
  • Vehicle write-offs (that they’re probably doing wrong)
  • No real financial systems in place

It’s chaos. It’s also costing them more than they realize.

They don’t need another accountant. They need someone who understands how they make money, and how not to lose half of it to taxes. They need a partner who understands how they earn, where the money leaks out, and how to build a financial system that keeps more of it in their pocket.

Step 2: Build a Real Estate SEO Funnel with Content That Converts

The goal?

Be there before they even know they need you.

With MAX and your automated blog feed, you can target real estate professionals at every stage of their financial journey—without spending hours writing or researching. This is more than marketing, it’s building authority where they’re already searching for help.

Here’s what to publish:

Searchable Blog Posts

  • “How [City] Real Estate Agents Can Save Big on Taxes This Year”
  • “LLC vs S-Corp for Realtors: What Works Best in [State]?”
  • “Quarterly Tax Guide for Real Estate Professionals in [City]”
  • “Can You Deduct That? Top Write-Offs for Agents in 2025”

—all optimized to match how real agents are searching in real time.

Local List-Builders and Downloads

  • “Tax Prep Checklist for [City] Agents”
  • “Marketing Deductions You Might Be Missing”
  • “How to Structure Your Business for Growth + Protection”

—designed to capture emails, spark consultations, and open the door to long-term advisory work.

These position you as the financial expert for agents in your city (Google will love you for it).

Step 3: Create a Page Just for Real Estate Clients

A high-converting niche strategy needs a landing page. Think of it as your digital handshake. A first impression that says, “I specialize in helping people like you.”

Call it “Real Estate Tax Services for [City] Agents” and load it with:

  • Niche-focused blog posts
  • A short explainer video or voice memo from you
  • A call-to-action for a “Free Realtor Tax Check-Up”
  • Testimonials if you’ve helped agents already (even one works)
Pro tip: include a downloadable checklist or mini tax guide to increase conversions.

Share this in newsletters, local real estate Facebook groups, or with your referral partners. MAX can help generate and schedule it all.

Why This Works So Well (and So Fast)

Real estate is relationship-based. But – like in the tax and accounting field – those relationships are built on trust, visibility, and authority.

When your content hits their inbox or shows up on Google the moment they’re searching for tax help, you’re not just “another pro.”

You’re the one who gets it.

That leads to:

  • Year-round planning engagements
  • Bookkeeping and payroll upsells
  • Entity setup and exit planning
  • Referrals to their entire office

All from one niche strategy. All running on content you didn’t have to create manually.

The Bottom Line? Don’t Wait for Their Broker to Tell Them What to Do

They’re not getting financial training at open houses.
They’re Googling. They’re guessing. They’re hoping the IRS doesn’t notice.

You can fix that.
You can earn more, work less, and show up smarter—if you start showing up at all.

Let MAX handle the content. Let your blog feed deliver SEO signals on autopilot. Let your website convert searches into trust, and trust into income.

Want to attract more real estate clients without chasing leads?

Watch our podcast episode on niche packaging, or reach out to see how thousands of pros are building smarter SEO funnels with MAX.

Lee Reams
CEO | CountingWorks PRO

As the founder and CEO of CountingWorks, Inc, Lee is passionate about helping independent tax and accounting professionals compete in the modern age. From time-saving digital onboarding tools, world-class websites, and outbound marketing campaigns, Lee has been developing best-in-class marketing solutions for over twenty years.

Lee Reams
CEO | CountingWorks PRO

As the founder and CEO of CountingWorks, Inc, Lee is passionate about helping independent tax and accounting professionals compete in the modern age. From time-saving digital onboarding tools, world-class websites, and outbound marketing campaigns, Lee has been developing best-in-class marketing solutions for over twenty years.

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Create a year-long tax planning strategy for a freelancer earning $75,000 with multiple 1099 clients.

Below is a personalized, year-long tax planning strategy developed by CountingWorks, Inc., specifically for a freelancer earning $75,000 with multiple 1099 clients....

1. Establish a Robust Recordkeeping System

  • Dedicated Business Accounts: Open a separate business bank account and credit card to clearly define your income and expenses. This step not only simplifies your tax documentation but also aligns with our best-practices at CountingWorks.
  • ...

2. Manage Quarterly Estimated Tax Payments
...

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