Pocket Tax Pro

Real estate professionals kept calling me with the same question. A homeowner had asked them about capital gains tax on a sale, the agent knew it wasn’t their question to answer, and now they were on the phone with me trying to get one before the conversation died.

Most CPAs charge for those calls. I’ve even been known to do it myself. While that’s not unreasonable, it adds tension to a moment where the agent needs an answer fast and doesn’t necessarily want to generate an unexpected bill.

It happened often enough that I started thinking about how to take it off everyone’s plate. The agent shouldn’t have to call a CPA every time the question comes up. The homeowner shouldn’t have to wait. And frankly, the agent shouldn’t be guessing in the first place.

That last part matters more than most realize. When a real estate agent or loan officer tries to answer a tax question they’re not qualified to answer, two things can go wrong:

• They add more steps, time, and potentially costs to the transaction
• They give an inaccurate answer, which puts their license and their client at risk

Tax questions belong to tax professionals. The agent’s job is to be the trusted advisor in the room, not the CPA.

Pocket Tax Pro fixes both problems at once. The agent gets to hand the homeowner a CPA-built answer in minutes, without making a phone call. The homeowner gets actual numbers instead of “ask your CPA.” And as a side effect, the agent ends up with a lead from someone who’s clearly thinking seriously about selling.

It’s the kind of tool I wished existed for the agents I work with. So I built it.