Fees apply to potential rebate at close of your buy/sell realty activities. Request details upfront retainer & agreement. For LLC’s/ Partnerships/ Corporations/ S-Corps/ Trusts, click.
- Get started here: share YourVISION | Then, set an appointment.
BASE FEES Annual NetWorth Review:
w/Tax Returns, NetWorth Scratchpad/Workbook contents updates & review – Offered In-Home & In-Office.
- 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 residence this tax year after having retained us.
- Donation rates (as used in past): We’ve brokered all real estate activity since you 1st became our clients, includes AllOverUSA.com
- 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
- HAVE USED OTHER BROKERAGES AFTER SERVICES w/US:
- 50% up-front retainer of estimate, see below & ‘Base’ above
SMALL 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).
- 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.
SURCHARGES – OTHER:
- Prior yr clients that did not use our company for brokered buy/ sell/ referral setup. This is outside our year to year brokerage (loyalty) agreement, $500 new client setup/ retainer/ min fee is due.
- 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 double the long form rate.
- if you did not have regular – no assistance – health care the entire year, add min. $75 to this base fee.
DISCOUNTS – OTHER:
- 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 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.
- 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.