Personal Reviews Rates

Fees apply to potential rebate at close of your buy/sell realty activities. Request details.   For LLC’s/ Partnerships/ Corporations/ S-Corps/ Trusts, click here.

BASE FEES Annual NetWorth Review:

We use YourVISION & YourNOTEBOOK, create tax returns, suggest Articles and Tools – Offered In-Home & In-Office. Anibal-Affiliates-Inc-RealtyNetWorth-_mug

  • EVERYONE:
    • An Agreement to Use Us for any Real Estate Activity This Year – always required.
  • WE ALREADY BROKERED FOR YOU:
    • FREE:  You closed on a PRINCIPLE or 2nd residence this tax year after having retained us for brokerage or referral screening.
    • Donation rates (as used in past): We’ve brokered all real estate activity since you 1st became our clients, includes AllOverUSA.com
  • HAVE USED OTHER BROKERAGES after services w/us:
    • 50% up-front retainer of estimate, see ‘Base’ below and ‘new client setup’ rate further below
  • NO REALTY BROKERAGE OR REFERRALS FROM YOU – EVER Base:

    • From $99: Under 18 y.o. students w/ parent
    • From $199: Short forms
    • From $299: Itemized filer
  • CONSULTATIONS:

    • 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$19

SMALL BUSINESS, STOCK, INVESTMENTS & RENTALS:

  1. 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).
    • Schedule D typically add $99 ea.
    • Multi state returns typically add $149 ea. (free in year of brokerage or AllOverUSA.com relocation).

HARD COPIES:

  • Prior to 4/15: FREE when requested at appt. Only ask for those using ‘Donation rates’, if donation is less than ‘From’ fees, please cover mailing here: http://paypal.me/realtynetworth/10
  • After 4/15 of the current year: Your file is archived, see: 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: (over 15 min./ in person/ in home)
    • Are you in an open or current buy/sell brokerage agreement for standard listing residence ? YES: no charge. NO: investors, short sales, foreclosure clients, etc & those not in an active realty buy/sell situations with us – 50% of Annual Review rates.

OTHER – RETAINERS AFTER OUTSIDE BROKERAGE:

  1. Existing & prior yr clients that used another company for any brokered buy/ sell activity we neither brokered or processed the referral setup. This is outside our year to year brokerage (loyalty) agreement per your Annual Review documentation, $500 new client setup/ retainer/ min fee is due.
  2. Affordable Care Act surcharge:
    • if you did not have regular – no assistance – health care the entire year, add min. $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 up to double the long form rate depending on complexity.

OTHER – DISCOUNTS:

  1. 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.
  2. 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 includes your agreement 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 NetWorth concierge service. We are not a tax franchise. Tax returns are completed so we’ll have the best information to assist with your property transactions. PAYMENT OF RETAINER BEFORE Buy/Sell Realty activity gives rise to potential rebate against billed and non-billed charges. Non-billed charges, otherwise awaiting offset by using our brokerage services, will be added and due if outside realty brokerage is engaged we did not secure referral for.
  • If you referred a principle/ vacation residence client during the prior 12 months, their 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: current realty clients: $25/yr hard copy, no longer a client: $45/yr to un-archive files.
  • Account History CD’s: $49.95 via PayPal (active clientele only).

LETTER AUDITS: Any & all review or response to government letters/ inquiries.

  • Taxpayer has proof to resolve easily w/ simple letter response:
    • Min. $85 + $85/per hour additional time.
  • Calculations &/ or research involved:
    • Min. $175 + $175/per hour additional time.
  • Outside consultant(s)/ adviser(s) involved:

    • Min. $250 + $250/hr over 1 hr + any prepaids/ retainers they require. e.g.: CPA / Enrolled Agents/ lawyers
  • Preparer work corrections: Never a charge.

PAYMENTS:

  • Clients on open accounts – we’ll invoice &/or add line item to your ‘account’ link.
  • Non-clients – Min. 50% due up front, payable via our PayPal link.