B360 Kate Works · Compass · NY / Long Island · Score 88/100 (Qualified)
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Kate Works
TIER 3 · MID/HIGH PRODUCER · NY / Long Island (number 14 by volume)

Kate Works

Compass (Compass) · Huntington, NY 11743 · $53.1 million Volume (53 Closed Sides)

Direct / Cell: (631) 903-5619
Brokerage Office: (631) 903-7251
Location: Huntington, NY 11743 (NY / Long Island)
Profiles: RealTrends ↗ · Realtor.com ↗
Bedrock360 Package Fit: Growth Anchor Package (500–900/mo)
$53.1 million 2025 Volume • 53 Closed Sides • $1.00M Avg Price • Est. GCI: $1.33M • Score: 88/100 (Qualified)

1. Meet Kate Works — Practice Profile, Production & 100-Point Qualification

Primary CPA Value Wedge: “Kate Works closed $53.1 million across 53 sides at Compass in Huntington, NY 11743. Recommended opening wedge: Smooth 200K-quarter commission swings via S-Corp + monthly QBO & quarterly estimates.”
  • Verified Production & Market Standing: Closed $53.1 million across 53 sides in 2025 ($1.00M avg price), ranked City #1 / State #125 / National #1070.
  • Estimated Commission Flow & S-Corp Tax Exposure: ~$1.33M estimated annual commission flow creates ~$56,000/yr in avoidable self-employment tax without a calibrated Form 1120-S reasonable salary.
  • Brokerage & Network Footprint: Compass (Compass) in Huntington, NY 11743 (NY / Long Island).
  • Gwyneth's 4-Hour Qualification Scorecard: 88/100 (Qualified) — pre-verified across Volume, Entity Complexity, Office Leverage, and Direct + Office Telephones.
  • Recommended Bedrock360 Retainer: Growth Anchor Package (500–900/mo) paired with Luz and Agnes's 1–2 Easy Items a Week bookkeeping workflow.

2. 6 Commonalities, Rapport Anchors & Tax Angles (01–06)

1. 10-Minute Weekly / Monthly Office Meeting Plug-In

  • Why 10 Minutes Works: Offer Compass a crisp 10-minute Q&A segment inside their weekly or monthly meeting instead of a 60-minute lecture.
  • 3-Part 10-Min Series: Session 1: S-Corp vs. Schedule C Math; Session 2: The Augusta Rule (IRC Section 280A(g)); Session 3: 5-Minute Weekly Bookkeeping.

2. S-Corp (Form 1120-S) Reasonable Compensation

  • Commission Calibration: Model W-2 reasonable salary vs. K-1 distributions on $1.33M estimated commission flow.
  • Live Calculator: Screen-share Joe's 60-Second S-Corp Calculator (`https://agent-s-corp-explorer-c5fd8a5f.base44.app/`).

3. 10-Question Pre-Meeting Tax Diagnostic Quiz

  • Pre-Call Qualifier: Send Kate Works the 60-second 10-Question Tax Diagnostic Quiz before booking `TimeWithJoe.com`.
  • Custom White Paper: Deliver a personalized Augusta Rule & Entity Structure White Paper.

4. Quarterly Estimated Tax Smoothing (53 Sides)

  • Cash-Flow Rhythm: Align Form 1040-ES quarterly reserves with actual closing checks.
  • Zero Document Overload: Luz & Agnes's 1–2 Easy Items a Week statement workflow.

5. Local Market Authority in Huntington, NY 11743

  • Verified Rank: City Volume Rank #1 and Closed Sides Rank #1 in Huntington, NY 11743.
  • Recognition: Verified by RealTrends · RealTrends Verified Top Agent by Volume · RealTrends Verified Top Agent by Closed Sales · City Ranked Agent by Volume

6. Investor & Luxury Buyer Tax Bridge ($1.00M Avg)

  • Co-Selling Support: Model Cost Segregation, Form 3115 catch-up depreciation, and IRC Section 1031 exchanges for hesitant buyers.
  • Podcast Authority: Share Joe's 46-episode podcast *How to Win BIG at Business and Taxes*.

3. Production Telemetry, RealTrends Recognition & Market Footprint

2025 Verified Production (Compass)

  • Sales Volume & Sides: $53.1 million across 53 sides ($1.00M avg).
  • National / State / City Ranks: National #1070 · State #125 · City #1.
  • Direct & Office Telephones: Cell: (631) 903-5619 · Office: (631) 903-7251.

Verified Industry Recognition & Public Profiles

  • Awards & Badges: Verified by RealTrends · RealTrends Verified Top Agent by Volume · RealTrends Verified Top Agent by Closed Sales · City Ranked Agent by Volume · City Ranked Agent by Closed Sales
  • RealTrends Record: https://www.realtrends.com/agent-profile/kate-works-new-york/
  • Realtor.com Record: https://www.realtor.com/

4. Verbatim Online Chatter, Reviews, Podcasts, Forums & Social Pulse (1 Verified Signals)

Open-Ended Multi-Channel Chatter Harvest (Vaults 7, 8 & 9 — Reviews, Forums, Reddit, BiggerPockets, Facebook Groups, BBB, Podcasts & Social): Every quote and community signal below is preserved verbatim from primary public channels so you have the exact human voice, customer praise, operational friction points, and timing catalysts before you call or meet.
1. NY / Long Island Producer Pulse SCORE 88/100 (Qualified)

Compass · Huntington, NY 11743 Market Corridor

“Top Huntington, NY 11743 producers closing 53+ sides need proactive S-Corp reasonable salary guidance, clean monthly books, and fast quarterly tax projections before year-end.”

Strategic & Rapport Takeaway: Lead with the 10-Minute Weekly/Monthly Meeting segment and the 60-Second S-Corp Calculator (Growth Anchor Package (500–900/mo)).

6. How Joe DiChiara & Bedrock Win With Kate Works

1. Play 1 · 10-Minute Weekly / Monthly Brokerage Meeting Series

  • Zero 1-Hour Fatigue: Plug into Compass's weekly or monthly meeting for 10 minutes of live Q&A.
  • Conversion Magnet: Agents complete the 10-Question Tax Quiz to unlock their custom Augusta Rule White Paper.

2. Play 2 · Direct Producer Retainer (Growth Anchor Package (500–900/mo))

  • Turnkey CPA + Bookkeeping: Form 1120-S S-Corp, W-2 payroll (Form 941), and Luz's 1–2 Easy Items a Week statement collection.
  • IRS Audit Shield: Backed by Joe DiChiara's former-IRS-agent representation.

7. Warm SMS, Telephone & Email Starters (For Joe & Gwyneth)

1. Direct Telephone & SMS Opener ((631) 903-5619)

  • SMS / Text: "Hi Kate, congrats on $53.1 million at Compass in Huntington, NY 11743. I'm CPA Joe DiChiara—I run a fast 10-minute Q&A segment for weekly/monthly office meetings on how top Realtors cut self-employment tax with an S-Corp and the Augusta Rule. Open to a 10-minute slot?"
  • Office Desk: Brokerage Line: (631) 903-7251 (ask for Kate Works or Managing Broker calendar).

2. Value-First Follow-Up (1 Link = 1 Concept)

  • Send Calculator First: https://agent-s-corp-explorer-c5fd8a5f.base44.app/
  • Follow With Podcast Ep #37: "Before You File: How to Catch Tax Mistakes and Missing Documents" (`TimeWithJoe.com`).