“How much will I have to pay in taxes if I sell?”
Every real estate professional hears that question. A lot.
And the usual answers tend to sound like this:
“You’ll have to ask your CPA.”
“Probably around 15 percent of the gain.”
“If you’ve lived here two out of the last five years, you might not owe anything, I think.”
None of those answers help much. They also push you out of the conversation right when a seller is trying to decide what to do next.
This app gives you a better option.
You send a secure link. The homeowner takes 60 seconds to enter a few details. They immediately receive a professional, branded report in their email showing a CPA-designed estimate of the potential capital gains tax if they sell. If you prefer, you can also generate and print the report ahead of a listing appointment.
Six things this does for you
It looks like yours
Your logo, your colors, your headshot, your contact info. Our name appears once at the bottom in small print, as the CPA firm that built the math. The numbers are trustworthy because a CPA firm stands behind them.
One link, anywhere you want it
Drop it in your email signature. Text it before a listing appointment. Pin it to your Instagram bio. Send it to your sphere with a good reason to reach out instead of another “just checking in.” Same link, every time.
The calculations are solid
Section 121 exclusion, federal LTCG brackets, NIIT, state taxes. Built and maintained by Dan Mullen, CPA and partner at GTG Tax Planning. Reviewed for compliance so you don’t risk your license.
A PDF for them, a lead for you
The homeowner enters their info and gets a professional, branded report in their inbox. You get their contact details, the numbers they ran, and a strong signal that they’re preparing to sell.
Your leads are yours. Period.
When someone uses your branded link, their info goes to you and only you. We don’t contact them, we don’t share them with dozens of other agents in your zip code, we don’t add them to a marketing list. The only person who follows up is you.
People who run these numbers are usually close to a decision
Nobody looks up capital gains tax for fun. If a homeowner is sitting down to figure out what they’d walk away with after taxes, they’re past the daydreaming stage. When you’re the expert who helped them answer the question, you tend to be the person they call to list.
See the report before you decide
This is what your client receives. Your branding at the top, the math in the middle, your contact info at the bottom, with a small CPA firm credit to provide confidence and professional backing.
What about the free calculator?
Fair question. Anyone can use the free version at pockettaxpro.com. Same math, same quality report.
So what are you paying for?
The free version is branded GTG Tax Planning. The homeowner gets their report, GTG gets their email, and if they opt in to get a CMA from a local agent, that goes to agents we choose.
None of that flows to you.
The paid version has your brand. Every homeowner who runs a report from your link becomes your contact, with their numbers attached. They used your calculator, so you get the lead.
It’s the same engine. The question is who’s in the conversation when they’re ready to sell. For $10/month, that’s you.
Simple, transparent pricing
Real Estate Professional Plan
Your branded calculator. Unlimited reports. Cancel anytime without calling us.
- Custom branding (logo, colors, headshot, contact info)
- Your own URL
- Lead capture and delivery via email
- PDF reports
- Webhook integration for your CRM
Billed monthly or yearly. Yearly ($99/year) gets a discount equivalent to two months of monthly billing.
Try it on yourself first
14-day free trial. Card required to start. We’ll email a reminder on day 12 and you can easily cancel from your dashboard instead of calling. If it doesn’t make your next listing appointment easier, cancel before day 14 and you won’t be charged.
Sign up, set up your branding, and send yourself a report. See exactly what your clients will see before you put it in front of one.