Series: Virtual Appointments & document posting for remote Annual Review

If tendering documents, make sure they are in YourSpace247 portal MIN. 48 HRS PRIOR TO any requested ‘APPOINTMENT’ at which you’d want them examined & pre-processed.Paul Anibal Group LLC _ income tax preparation and annual review

Sorry, DOCUMENTS CAN NOT BE ACCEPTED VIA OUR MOBILE#’S or EMAIL(s) DUE TO SECURITY & SPACE LIMITATIONS. —  Existing clients use YourMAIL in YourSpace247 ‘.

For Virtual  – or ‘SEND DOCUMENTS AHEAD OF’ – Appointments:

  1. Tender, via direct email upload of your docs. to portal min. 48 hrs ahead of any discussion or expected feedback.
  2. We’ll start your file, populate w/what we have.
  3. Work is posted online to review. You can download  & pay online, else we finish in person, etc.

Via phone, Zoom, TeamViewer, Google Meeting, etc.

  • FOR BEST RATE – CREATE: 1 (only) pdf packet,
    • clear/ crisp scans,
    • not ‘keystone’ but captured using device that is parallel to doc’s
    • readable format: horizontal, not rotated or inverted from page to page.
    • Check readability before forwarding to us.
    • multi-files and manipulation subject to hourly additional
  • There is an extra hourly fee for us to sort through, rotate, and re-assemble in to one pdf file if you submit
    • multiple pdf’s or jpg’s
    • unclear docs
    • cropped off docs
    • rotated docs

Existing clients, post doc’s to your YourSpace247 client portal (use YourSpace email in the RH Sidebar) & update YourNOTEBOOK if I created a new unpopulated spreadsheet tab for you.

    • Check your post to make sure it is there AND readable.

PHOTOS/ MULTI PDF’s/ etc.: do not email any official communications or docs to our company or personal email – attachments are not seen for security reasons, & there would be considerable a delay due to volume.

  • Texting of photos is available for a processing feeNOT to our published phone #, request unpublished secure ph#.
  • Scan or use Camscanner app.
    • No scanner or smart phone?, UPS/ FedEx, & office supply stores assist you.

Advice & planning is worthless after the fact. Review your strategies and go forward. Later, the complexity and expense – financial and emotional – will grow exponentially!

Don’t know where to start? Do the clerical work. Don’t know where that starts? Contact me for assistance.

Our approach will be looking at the bigger picture. You can also begin by sharing you’re thoughts, dreams, needs, goals, and comfort parameters.


Related Articles:

Year-end tip(s):  Update your Assets spreadsheet. Keep a draft of your Trust/ Will documents on a google drive format for easy sharing with your insurance/ legal/ and tax counselors.


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TEA ~ Taxed Enough Already

Anibal-Group-LLC-AllOverUSA-Real Estate Relocation services _ NetWorthBasics_financial consulting and accounting Paul AnibalSales Tax
Hotel Tax
School Tax
Liquor Tax
Luxury Tax
Excise Taxes
Property Tax
Cigarette Tax
Medicare Tax
Inventory Tax
Car Rental Tax
Real Estate Tax
Well Permit Tax
Fuel Permit Tax
Inheritance Tax
Road Usage Tax
CDL license Tax
Dog License Tax
State Income Tax
Food License Tax
Vehicle Sales Tax
Gross Receipts Tax
Social Security Tax
Service Charge Tax
Fishing License Tax
Federal Income Tax
Building Permit Tax
IRS Interest Charges
Hunting License Tax
Marriage License Tax
Corporate Income Tax
Personal Property Tax
Accounts Receivable Tax
Recreational Vehicle Tax
Workers Compensation Tax
Watercraft Registration Tax
Telephone Usage Charge Tax
Telephone Federal Excise Tax
Telephone State and Local Tax
IRS Penalties (tax on top of tax)
State Unemployment Tax (SUTA)
Federal Unemployment Tax (FUTA)
Telephone Minimum Usage Surcharge Tax
Telephone Federal Universal Service FeeTax
Gasoline Tax (currently 44.75 cents per gallon)
Utility Taxes Vehicle License Registration Tax
Telephone Recurring and Nonrecurring Charges Tax
Not one of these taxes existed 100 years ago, & our nation was the most prosperous in the world. We had absolutely no national debt


I’d like more info per name and contact information provided below …. feedback_todo_checklist

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Please seek you own professional legal, tax, real estate, and insurance advice – not to the reliance of this article.


~ copyright Anibal Group LLC 2025 all rights reserved