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:

1. 1. 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.
        • Camscanner is a great tool for your phone/tablet,
        • https://fineprint.com/pdf/ works well if creating pdf(s) from your PC.
      • 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 use Zoom.
   2. We’ll schedule a phone call as needed to go over items submitted, ask a few questions, and answer yours.
   3. 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.
   4. 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’

• Plan ~ YourVISION
• Develop ~ NetWorthBasics.com
• Execute ~ RealtyNetWorth.com

Now, more than ever, we are looking at your larger picture, considering ‘all the pieces’ to the tax/networth puzzle.

Related Articles:

• Income Taxes /  Investing

• Income Taxes  / Individual taxes

> To Request an Appointment < click here, other reasons for contacting us: