Rates are adjusted annually to keep up with technology & service upgrades and rising costs. All rates can be rebated at closing of your buy/sell realty activities w/agreement and retainer.
BASE FEE STRUCTURE – Your Choice: In-Home or In-Office. Annual Review: w/Tax Returns, House Value Opinion, Realty Market Update
- EVERYONE:
- An Agreement to Use Us for any Real Estate Activity This Year is always required.
- WE ALREADY BROKERED REAL ESTATE FOR YOU:
- FREE: You or your referral closed on a PRINCIPLE residence this tax year.
- Donation rates (used in past): We’ve brokered all real estate activity since you 1st became our clients, or referred you via AllOverUSA.com
- NO REALTY BROKERAGE OR REFERRALS FROM YOU – EVER.
- From $99: Under 18 y.o. students w/ parent
- From $199: Short forms
- From $299: Itemized filer
BUSINESS, STOCK, INVESTMENTS & RENTALS:
- TOO ABOVE BASE SCHEDULE:
- Small businesses w/ a schedule C typically add $99 ea.
- Rental property returns typically add $99 ea. (free in year of transaction).
- Multi state returns typically add $149 ea. (free in year of brokerage or AllOverUSA.com relocation).
HARD COPIES:
- FREE for all but those using ‘Donation rates’ paying less than ‘From’ fees
- Others, base + per page
REVIEWS AT TIMES OTHER THAN BEGINNING OF YEAR:
- 15 minute ‘quicky’ reviews are always free when you email in your Year To Date figures. No hard copies will be printed out.
- In-Depth Planning:
- Open or current year brokerage – for standard listing residence buy/sell – no charge. For investors, short sales, foreclosure clients: 50% of Annual Review rates.
- Prior yr clients that did not use our company for brokered buy/ sell/ referral setup.
Sorry, you have defaulted on our year to year agreement, $500 new client setup/ retainer/ min fee due. Default fees may also be pursued.
- Affordable Care Act surcharge:
- if you did not have regular – no assistance – health care the entire year, add $75 to this base fee.
- if you had insurance part year, changed marital status with mixed coverage spouses, or similar complexities, the base fee is double the long form rate.
- if you did not have regular – no assistance – health care the entire year, add $75 to this base fee.
- Low Income: FREE – modest income with (1) W-2 or (1) regular income source – see me at the 1 day February workshop at Brightmoor Christian Church.
- Food stamp recipients OR retired on Social Security with no other income: from $20 (FREE for family relation of existing realty client)
Additional Info:
- Your “Annual Review” package preparing your tax returns includes examining your home valuation, property taxes & real estate holdings to coordinate tax savings on multiple levels & from various planning perspectives.
- Accumulated service fees you pay us can be rebated to you at closing of your next primary/ vacation property brokerage that we handle – you may also assign rebates to family.
- Your service package fee states that you agree to use us for the following one year period for any realty brokerage activity. We are a brokerage that offers tax prep integrated as a concierge service, not tax preparing franchise. Tax returns are a courtesy ‘loss leader’ to keep you as a client, we make no profit on them and give of our time so we’ll have the best information to assist with your property transactions.
- If you referred a principle/ vacation residence client during the prior 12 months, your Annual Review may be free if they retained us with an agreement upfront prior to show/ list activity.
- If you stop services & restart in a later year, all your data and customer web areas must be re-initiated, you are therefore a new customer/client.
- YourSpace247 has pdf copies for you. Hard copies & printouts of any files or work may incur additional charges. These are available online – until and unless you break our year to year agreement & utilize another realty brokerage. At that point, YourSpace portals are closed as they incur a fee to maintain.
- Past year files are free to clients in good standing online at YourSpace, there is a minimum $45/yr charge to replicate them hardcopy.
Other Businesses / Contractors/ Corporations/ LLCs 1120S, 1120, 1065 – Associate provided services subject to availability of openings.
15 -30 min. FREE INITIAL CONSULTATIONS !!
Your NetWorth Basics financial package may include any or all of the below:
FINANCIAL – CLIENT SETUP: New business entity selection /setup
- FILINGS:
- Complete set of filings: from $399
- S Corp / C Corp / LLC from $ 199
- Payroll filings setup: state & UIA from $ 125
- IRS filings setup: ID#s & Necessary/Timely Elections from $125
- Complete set of filings: from $399
- Entire package above: From $435
- with FREE basic bookkeeping system setup
- and FREE 1st year basic website setup/host
- FREE online how to run your business guideline booklet written by our team, takes you from day one to annual changes and integrates with your software setup !
LAPTOP BOOKKEEPING SETUP:
- Payroll cards: from $125/1st employee – $49 addtl.
- Books setup: from $149 install
- $225 for up to 2 hrs of basic training
FINANCIAL – ON GOING:Reviews – tax returns
Review meetings with you 1 time per/ week / month / or quarter – at your location or ours. Includes basic 1120, 1120S, or 1065 tax return. Note: rarely would we complete a company return without regular reviews.
Reviews – books .Input/ entries by us into computer accounting system – your location or ours.From $85/visit or hour: our location,from $125/visit or hour: your location. Review on regular basis of books you’ve kept. From $325/quarter
A typical tech savvy client tends to pay from $175/mo after the 1st year when there are no significant changes. From $225/mo in the first year – that’s for 1 employee on fixed salary with only even draws.
We can quote package to your budget or quote a price to your need list.
