TAX TIME ~ Stay Home! We provide ‘remote’ aka: ‘virtual’ appointments ~ have for years! Clients? they may be across town, out-state, or, yes really, on the other side of the world.
The benefits to you are obvious. The tools we provide are ‘too many to list’. No matter what stage of the P/D/E carousel you are in, we make it easy. Easy. Easy. Easy.
Below is how we differ from your ‘Annual Net Worth Review’ person.
TOOL: You have a ‘portal’: aka: ‘YourSpace24/7’ – just post-in pdf’s of your docs, populate spreadsheets we’ve already built for you. After your work is completed, we post it there – really easy! We can chat further by phone as I work on your file real-time, you follow along from your e-device as desired. Or just submit tax items and its complete before you know it.
TOOL: The YourVISION tool helps you think about your bigger picture AND share it, so we serve you better.
TOOL: ARTICLES. see links.
is an evolving tool produced from your feedback. We jointly track year to year info Having ‘factors’ in one location (a spreadsheet & YourSpace portal), and knowing YourVISION, we work as a team for your bottom line.
What we build as a team? Far beyond real estate brokerage & tax preparation:
– Look back access to tax returns/ tax planning for future years.
– Home economics files. – Estate planning. – Financial planning.
– Summarize voluminous documents. – Information for net worth.
– Information for loan application. – Eldercare, estate, will & trust planning.
- Series: ‘MORE TOOLS’ ~ Home economics, budget, mortgage, income taxes
- Related to: Sell | Buy | Florida
* The above is for informational purposes only. Anibal Group LLC is not offering professional advice & this article is not to be considered advice specific to your situation. Your decisions should involve professionals of your choice re: insurance, legal, banking/ lending, structural/ property condition, and other transaction significant matters. We can offer referrals.