Get your taxes done ~ office/ phone/ smart phone pdf creation / scanned / office supply store pdf/ or USPS!
Year end, aka: “Financial Life Annual Review” with tax prep & realty insights:
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- Submit info: Direct ALL DOCS/ PHOTOS/ PDF packets & communications to YourSpace247 > example. Mask sensitive #’s.
- Submit items: W2’s, 1099s, property taxes, copy of last yrs file, etc.
- You can scan/ photograph/ or let the local office store (OfficeMax/Depot, UPS, FedEx) do it for you.
- If you need a spreadsheet to make notes to us, I have hundreds of ready to fill google docs that we both can access from the cloud. All clients receive a template of spreadsheet pages they may use. Or submit yours, or I’ll create one just for you. example.
- Need to share something on your PC ? or watch our PC as we complete the process?
- We’ll schedule a phone call as needed to go over items submitted, ask a few questions, and answer yours.
- We prepare a complete ‘signature ready’ pdf packet.
- You can either print it out, sign for efile, and return asap.
- Or, we’ll mail out your hard copy packet.
- Pay easily via Paypal or by check.
- There is no need to ever leave your home/home office!
I’ve provided this service for literally decades for shut-ins, missionaries, snow birds and folks all over the country.
Other helpful links: Calendar a ‘Virtual’ Appt / Rates / Get a ‘YourSpace’
Now, more than ever, we are looking at your larger picture, considering ‘all the pieces’ to the tax/networth puzzle.
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> To Request an Appointment < click here, other reasons for contacting us:
Small business owners. Know all the criteria before making application as the site is running slow & you’ll want to make the best use of your time. Delays may sign you out, then you have to start over.
NetWorthBasics.com 