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The ‘Annual Review’, is a concierge offering of Anibal Group LLC MI/FL realty brokerage. Get a tax return + feedback on your real estate holding(s) & our famous ‘ask anything/ anytime’. Best pricing to friends of our theNetWorthLife.com & those you refer.

Your VISION, option but recommended, helps us optimize your Annual Review session. We can give you better feedback on tax returns, assessment situation, and asset preservation of your realty holdings, future & generational planning.

START  your ‘ANNUAL REVIEW’ W/ TAX PREPARATION and PROPERTY HOLDINGS ANALYSIS.

  1. Optional, but if you’ve never done this, our 2021 version of YourVISION feedback survey helps you and I get the best result. Update recommended if any major life change in last 12 mo.
  2. Set APPOINTMENT 
  3. Grab a coffee and read over the DIY checkup outline.

Uploaded Docs & Virtual Appts: for existing clients, you may upload documents, submit your info via YourSpace247 portal ~ HERE ARE THE UPLOAD STEPS AND FORMAT REQUIREMENTS: timing & format to submit

Our published email and phone does not accept in bound attachments. NO TEXTING due to security concerns.

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NetWorthBasics.com ‘Concierge Services’ are offered ‘Bundled’ ~ for theNetWorthLife community.

  • You choose your preferred option as a returning client: NetWorthBasics.com offers ‘concierge’ services as support for your real estate activity, if/ when you have it. An *up-front 1 yr. agreement “to use Anibal Group LLC‘ to ‘INITIATE’ any/ all licensed professional brokerage dealings & referral packaging – on properties you’re authorized to transact” is signed. (Not required of 1st year clients or those that ‘decline/ wave’ preferred pricing and rebates).
    • *Agreement requires the signatures of all persons on title(s) or with signing authority (POAs/ children/ etc).
  • Fees may potentially be rebated at close of future property transactions.

PERSONAL SERVICES #1, the ‘Annual ‘Financial Life’ Review session’: includes tax preparation, realty holdings planning, preservation & feedback info, and QnA counsel: 

The fee schedule includes: #1 and all the other items w/ 4+decades of financal experience.

  1. CLERICAL: tax preparation & eFiling.
    • DIY input & use of a software package is what off-the-self DIY requires.
    • Clerical-only is what most other ‘preparers’ offer. If that’s all you need – specify when tendering source documents & copy of last years paperwork for rate schedule.
  2. WHAT IF I: ‘ask anything/ anytime’, including QnA at prep time, & mid-year review.
  3. IRS / MI LETTERS: evaluation for response.
  4. LIFE CHANGES: recalculations to assist your decision making.
  5. RESEARCH/ SPREADSHEETS: as needed to assist & support your situation.
  6. YourSpace247 PORTAL: all client worksheets, submissions, feedback, and documents available anytime/ anywhere – just like w/ your bank, only more far better!
  7. HOUSEHOLD BUDGET/ FINANCIAL QnA/ REAL ESTATE HOLDINGS: are all part of the review aspects available to you at will.
  8. REBATE = FREE. ***

The Annual Financial Life Review session are an hourly rate, including appt, all communications, and back-end office work, billed in 10 min. segments.

  • Fees shown are averages, based on hourly, not per activity, billing. They reflect a 33% discount for a ***12-month  ‘If Any/ All’ agreement to  initiate buy/ sell/ relo brokered real estate activity, (including BYO referrals) through our office. (subject to charge for breaching + repaying discount(s) you’ve enjoyed) ***Ask how to Get Your Annual Review fees rebated at close of next buy/ sell/ relo brokerage!

    • Fee examples below assume you have well organized records + ability to navigate client web portal, emails, attachments & any pdf submissions are well formatted. Fees may vary, details below.

Anibal-Affiliates-Inc-RealtyNetWorth-_mug

  • FREE: WE JUST BROKERED FOR YOU (*$250k up)
    • You closed on a *PRINCIPLE residence this tax year we brokered. Just update your VISION. (*$250k up)
  • NO REALTY BROKERAGE this year – rates for appts & work done 1/1-3/31, 4/1-4/12 add 50%, 4/13-4/15 rates are double:
    • From $49: Includes MI, w/o city. ~ Situations: – when you submit all documentation via (1) PDF packet, in a readable, horizontal (not rotated) format. more
      1. No dependents with (1) W2 under $10k or (1) 1099R under $20k,
      2. (1) W2, you are under 18 w/ under $5k earnings OR parent is a client.
    • From $99:    Includes MI. ~ Situations:
      1. Virtual appts w/ MAX (2) W2’s/1099R’s, w/MI, but no Property Tax Credit form, no city, no stock sales, no rentals, no self employment, income under $50k – when you submit all documentation via (1) PDF packet, in a readable, horizontal (not rotated) format. more
      2. (1) W2, you are 18 – 24, & parent is a client,
      3. (1) W2, no dependents.
    • From $149:   Includes MI. no city ~ Situations:
      1. up to 5 pages of source document items, eg: W2, 1099R, 1099INT, SSA, Property Tax. NOT: Bus C/ 1099 NEC/MISC, Rental E/ K-1s, Stock 1099B
    • From $199:   Includes MI. no city. ~ Situations w/up to 10 pages of source documents:
      1. W2s/ 1099Rs/ SSA returns w/ 1099-INT/ DIV, no rental or business
      2. Base fee for ‘final returns’ for non-spousal deceased relative.
    • From $249:   Includes MI. & (1) city. ~ Situations:
      1. up to 15 pages of source documents of these: W2/ 1099-R/ INT/ DIV/ B/ SSA/ includes HSA
      2. Itemized (Sched A, charity, mtg int, prop txs), Sched E (for K-1s that we produced)
    • From $299:  Includes MI. & (1) city. ~ Situations:
      1. AGI over $100k
      2. over 10 pages of source documents of these: W2/ 1099-R/ INT/ DIV/ B/ SSA/ MISC, HSA
      3. additional schedules eg: PTC 8962, Education, HSA, IRA contributions, etc.
      4. Return has any Sched C (Bus/1099NEC MISC), Sched E (K-1, Rental)
    • From $349: Situations:
      1. out-state &/or multi-state &/or multi-city &/or
      2. includes a 1099NEC/MISC (small business) or rental property schedule
      3. includes special research involved with spreadsheet for items like property basis calculations, prorations, etc.
      4. includes limited forward planning consultation – 15 min.

  • ASAP, SHORT NOTICE, and PAST DUE DATES surcharge:  Min. 50% additional charge:

    • 4/1 – 4/15, or the 15 days prior to extension deadlines.
    • Service requests less than 3 days prior to filing due dates subject to availability, up to 2x’s base fees.
    • Tender your documents before 4/1 via pdf into YourSpace for best rates. We’ll pre-populate your file thus minimizing any post 4/1 activity.
  • HOURLY: Spreadsheets/ modeling/ research: $99 setup + $ 95/hr (10 min. increments) editing 1st 4hrs + $45/hr after 4hrs per edit. Phone calls/ emails/ text or other messaging: $ 95/hr, min $19ea.
  • ‘HERITAGE /  HARDSHIP’ RATES: As with insurance companies, loyalty matters. We’re with those that trust us with all realty activity and supporters of humanitarian causes. So if its been a tough year, you need special consideration, we’ll work with you. Concierge services, (like tax work), are a ‘loss leader’ for us, not profitable after all the costs. But, we’ll use a fee that helps you out in time of need. That’s what theNetWorthLife.com is about. [Does not qualify for rebates].
  • USING/ USED OTHER BROKERAGES – un-bundle/ breach agreement:
    • If you waive the agreement to initiate any/all brokerage this coming year should you buy/sell/relocate, add 25% to Bundled Fee Schedule & rebates using our brokerage are not available. Tender: 50% of estimate +$500 retainer up-front
    • *OR you breached our annual agreement (using another broker last year), you are subject to fee of 3/4% of transaction price or 25% amounts paid to outside brokerage(s).
    • Waive the retainer with Your VISION & the AGREEMENT.
      • Waiver not available if you used another Realtor after already using our services as noted in your prior ‘Annual Review’ documentation.
      • Agreement to use AGL to ‘initiate’ all Real Estate Activity This Year   required unless you are a 1st yr client or returning after breach. Our package is a ‘larger picture’ interaction. Our year after year clients find interactive value beyond clerical form processing, ‘bigger picture’ is what we offer.
    • *Greater of:  3/4 % of transaction amount or 25% of brokerage fee you paid to another firm may be due for breach of agreement.
  • Service pricing presumes basic print/ scan etc computer skills. If you need assistance, see “CONSULTATIONS”. 

@ADD TOO BASE FEES: visa_mc

    • Small businesses w/ a schedule C typically add $99 ea. (non-itemizer | itemizer)
    • Rental property returns typically add $49 per property if you use our YourNotebook spreadsheet on YourSpace, otherwise add $99 per property. (free in year you buy/ sell the investment).
    • Schedule D add $29 ea per 1099. (non-itemizer | itemizer)
    • Multi state returns add $99 ea. (free in year of brokerage or AllOverUSA.com relocation).
    • Affordable Care Act part year or subsidized coverage at hourly rate.
    • PRINTOUTS: hard-copy printouts $1/pg
      • Minimum: current clients: $20/yr ~ archived (former) client: $40/yr.
      • Account History CD’s: $49.95 via PayPal (active clientele only).
    • Mailing: $20  
    • Postage with tracking: $20 for 1, $5 per additional
    • Computer ‘challenged’: See’ CONSULTATIONS’ for rates for install, configure, and operating basic apps eg: spreadsheets, .pdf creation, scanner/printer operations.
    • Client ‘re-boot’: If you were a prior client but did not have an Annual Review last year, your data did not roll over and YourSpace will need to be recreated.
    • ‘What – if’ REVIEWS:
      • Quick review of recent returns by outside firm: ALWAYS FREE.
      • ‘What if’ 15 minute ‘quicky’ non-in person opinions are always free.
      • In-Depth Planning: 50% of Annual Review rates. (over 15 min./ in person/ in home)
        • No charge with open buy/ sell brokerage agreement unless: investors, short sales, foreclosure clients.

PERSONAL SERVICES #2, CONSULTATIONS/ HOURLY: Financial modeling w/spreadsheets, real estate what-if, forensics work for estates/ trusts etc., legal & court support, & other consultations.

  • Free mid-year and December pre-year Review: 15 min. quick check in is included for our Annual Review clients (w/ ‘any and all realty’ acknowledgment on file).
  • Spreadsheets/ research: $99 setup + $ 95/hr (10 min. increments) editing 1st 4hrs + $45/hr after 4hrs per edit
  • Phone calls/ emails/ text or other messaging: $ 95/hr, min $19ea.

PERSONAL SERVICES #3, LETTER AUDITS: Review or response to government letters/ inquiries.

  • If taxpayer has proof to resolve easily w/ simple letter response:
    • Min. $85 + $85/per hour additional time.
  • If calculations &/ or research involved:
      • Min. $125 + $125/per hour additional time.
      • Retainer: $125 if work is tendered to YourSpace, other $150.
  • Outside consultant(s)/ adviser(s) involved:
      • Their fee including any pre-paids/ retainers they require. e.g.: CPA / Enrolled Agents/ lawyers.
  • Preparer work corrections: Never a charge.

TRAVEL: $44.95 base+IRS mileage rate round trip. We maintain ‘route days’, to minimize the expense. Estimate

DISCOUNTS: eg: laid off/ medical need/ retired or receiving assistance.

  1. Low Income: FREE to those within these modest income guidelines.
    1. we have your signed annual realty agreement on file to use us for any buy/ sell real estate activity this coming year.
    2. and you’ve completed: VISION

PAYMENTS:

      • Clients on open accounts – we’ll invoice &/or add line item to your ‘account’ link.visa_mc

    For Appt:  > Survey completed ? Set an Appointment < click here. 

    SERVICE LEVELS

    > Set an Appointment/ Request Services < link, below is for non-appointment general inquires only:

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    Note, all of your information will remain confidential.

    • FENTON OFFICE indoor appointments subject to masks Sept 1-Mar15. 

      •  * Please post very clear photos/ pdf’s directly to YourSpace247. Use the email in the RH column. Landlords and businesses update YourNOTEBOOK.
    • If you referred a * buy/ sell/ relo residence client during the prior 12 months, THANK YOU! (* For transactions * $200k and above, client is given 2 ‘Annual Review’ vouchers to be used, gifted, or a combination).
    •  At your “Annual Review” request home valuation, property taxes protests, financial spreadsheets updated, tips and articles for planning.
    • If you stop & restart services in a later year, you start as a new customer/client.
    • YourSpace247 with .pdf copies of documents available per servicing level. If you utilize another realty brokerage YourSpace is closed.
    • Clients that have brokered buy/ sell/ relocation activity elsewhere that we did not ‘initiate’ ~ then broker or create the referral packet ~ for you, is a breach of our annual ‘initiate any & all brokered activity’ agreement. $500 minimum new client setup/ retainer is due.

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