Go here > for Entities:  ___ here > for Realty.

• STEP 1: Complete this years version of VISION survey.
  • (Your VISION & YourNOTEBOOK, helps create tax returns, home CMA’s, financial modeling spreadsheets for you, property searches, suggest Articles and Tools & update your goals file.)
• STEP 2: REQUEST APPOINTMENT via link at the end of the survey:  M-F 5 – 8pm. &  Sa 10-7pm
• Servicing level options

For Virtual Appointments: Send us your docs / we’ll complete your work / pay online.

• • 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.

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. With your *up-front 1 yr. agreement  “to use Anibal Group LLC‘ to ‘INITIATE’ any/ all brokerage & referral packaging on properties you’re aurthorized to transact” means potential rebates at close! Hence, concierge services are part of your realty activity.
  • *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)
• NO REALTY BROKERAGE from you this year:
  • From $99: Under 18 y.o. students w/ parent
  • From $199: Short forms w/state/city
  • From $299: Itemized filer w/state/city
• 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.
• ‘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. [Do not qualify for rebates].
  
• YOU USED OTHER BROKERAGES after services w/us:
  
  • You breached our annual agreement & didn’t get all the perks, discounts and rebates using our brokerage? Ok, note the following:
  • 50% of estimate +$500 retainer up-front
  • 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 always required.
• Service pricing presumes basic computer skills. If you need assistance, see “CONSULTATIONS”. 

@ADD TOO BASE FEES:

• • 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: 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)
      • No charge with open buy/ sell brokerage agreement unless: investors, short sales, foreclosure clients.
  • 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:
      • • 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.

  • SHORT NOTICE SURCHARGES:  Min. 50% additional charge:

    • For review of ‘books’, and any end of quarter/year filings (eg: payrolls), records are due within earlier of 10 days after end of quarter or 2 days prior to meetings.
    • To review materials you tender less than 5 days prior to filing due dates.

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.

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

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  SERVICE LEVELS

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  If your device does not support the > Set an Appointment < link:

  Name (or Names) (required)

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  I'm selecting Servicing Level (required) 'C Net 1' 'C Net 2' 'C Net 3' 'C Net 4'

  Location Option - Requested:(required) Fenton

  Florida

  Our residence

  WiFi location specified below

  Zoom/ Virtual/ Phone appt.

  Comments:

  Submit

  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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