Go here > for Entiies: ___ here > for Realty.
- STEP 1: Complete our VISION survey. (Your VISION & YourNOTEBOOK, helps create tax returns, home CMA’s, property searches, suggest Articles and Tools & update your goals file.)
- STEP 2: REVIEW SERVICE LEVEL OPTIONS
- STEP 3: REQUEST APPOINTMENT: M-F 5 – 8pm. & Sa 10-7pm
For Virtual Appointments: Send us your docs / we’ll complete your work / pay online.
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- Via phone, Zoom, Google Meeting, etc available.
- Existing clients, please post doc’s to YourSpace247 & update YourNOTEBOOK.
- Others, email your jpg or pdf docs to us. Scan or use Camscanner app.
- No scanner or smart phone?, UPS/ FedEx, & office supply stores assist you.
- Via phone, Zoom, Google Meeting, etc available.
BASE FEES Annual NetWorth Review:
- FREE? Fees may be rebated at close of future property transactions, hence, potentially No-Cost!
- SIGNED AGREEMENT: NetWorthBasics.com ‘concierge’ services are offered to assist you with real estate activity, if/ when you have it. Hence, fees assume (requires) an *up-front 1 yr. agreement “to use Anibal Group LLC‘ to ‘INITIATE’ any/ all real estate brokerage & referral packaging on properties you have authority to transact.”
- $500 RETAINER: Waive the retainer with Your VISION & the AGREEMENT.
- Waiver of retainer not available if you used another Realtor after already using our services as noted in your prior ‘Annual Review’ documentation.
- *Agreement requires the signatures of all persons on title(s) or with signing authority (POAs/ etc) children.
- WE JUST BROKERED FOR YOU? Its FREE!
- You closed on a *PRINCIPLE residence this tax year we brokered. Just update your VISION. (*$250k up)
- YOU USED OTHER BROKERAGES after services w/us:
- 50% of estimate +$500 retainer up-front
- NO REALTY BROKERAGE OR REFERRALS from you this year:
- CONSULTATIONS:
- 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.
- Service pricing presumes basic computer skills. If you need assistance, see “CONSULTATIONS”.
- Agreement to use AGL to ‘initiate’ all Real Estate Activity This Year always required.
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- 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 $149 ea. (free in year of brokerage or AllOverUSA.com relocation).
- Affordable Care Act part year or subsidized coverage at hourly rate.
- PRINTOUTS: If your service level is for ‘pdf’ only, please add $1/pg
- Past years: clients: $20/yr ~ no longer a client: $40/yr.
- Account History CD’s: $49.95 via PayPal (active clientele only).
- Computer ‘challenged’: See’ CONSULTATIONS’ for rates for install, configure, and operating basic apps eg: spreadsheets, .pdf creation, scanner/printer operations.
- ‘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)
- LETTER AUDITS & HOURLY: Financial modeling w/spreadsheets, consultations & 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:
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- Min. $175 + $175/per hour additional time.
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- Outside consultant(s)/ adviser(s) involved:
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- Min. $250 + $250/hr over 1 hr + any prepaids/ retainers they require. e.g.: CPA / Enrolled Agents/ lawyers
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- Preparer work corrections: Never a charge.
- If taxpayer has proof to resolve easily w/ simple letter response:
DISCOUNTS: eg: laid off/ medical need/ retired or receiving assistance.
- Low Income: FREE to those within these modest income guidelines.
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For Appt: > Survey completed ? Set an Appointment < click here.
If your device does not support the > Set an Appointment < link:
Note, all of your information will remain confidential.
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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, your Annual Review may be free (* For transactions * $200k and above, client is given a voucher for 2 free Annual Reviews to be used for the current year, at their option hopefully they share one with you!).
- 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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