Individual

At least annually I recommend taking a close look at your finances and the related effects on your Net Worth. A great place to start is a tax return completed & an annual dossier on your real estate property holdings property-owners-notebook-cover-insert_anibal-group-llc-realtynetworth-thenetworthlife-alloverusa-networthbasics . That’s part of the packet we proved to open up further useful thoughts and discussion.

Let me know if you need an organizer binder’ NOTEBOOK’. It compliments the YourSpace24/7 client portal, both are handy tools to help you get organized for you visits to your various financial professionals.

To set an Annual Financial Review appointment, or no-cost consultation, use our quick ‘time & day’ online sign in.

Always bring your PROPERTY TAX ASSESSMENT to your REVIEW. You may qualify for a complete abatement, or a reduction in taxes. We can assist you in the process. Here’s a couple tools for the DIYers:

Here’s some tax planning reading for the scholarly:

2022 23 WSJ Tax Guide

What now? Well the key word is ‘now’. Tax advice/ Anibal-Group-LLC-All-Over-USA-Real Estate Relocation services Michigan Florida photo of Charleston-SC-6 planning is of more value ‘forward looking’ than ‘after the fact’. Even more so just before, or worse, after deadlines. There are many strategies available going forward. But they virtually all require pre-planning. This is the difference between basically doing clerical work or utilizing various planning approaches.

Now, more than ever, we are in an era of ‘portfolio real estate’ approach – looking at the larger picture, considering ‘all the pieces’ to the tax/ net-worth puzzle. Update Your VISION. Its part of our ‘client intake’ format. This is where we start in on you’re long term thoughts, dreams, needs, goals, and comfort parameters.

See links above.

Anibal-Group-LLC-RealtyNetWorth-b-w-contemplation

Year-end tip: Statistically holiday season is by far best time to purchase your vacation, investment (hands off managed ‘passive’ or active), retired parental rental, student rental, & flips of any kind be it ‘wholesaling’ or hands-on. Deductions in these areas now became game changers vs the old – mostly gone – ‘itemized deductions’.

Go back

Your message has been sent

a3f18e9e-739e-401a-ac75-5d6c3b7bc984 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. 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. Orient them uniformly, not rotated.
  - 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, capture ‘flat/ parallel’, not ‘keystoned’.
    - 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, GoogleMeet, etc.
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, Crypto, Zelle, check by mail, or scan n return check.
  - There is no need to ever leave your home/home office!