Family Office Essentials

Personal Accounting, Taxes & Fiduciary Wealth Planning!

• QuickBooks Online (QBO) Essentials monthly subscription
  • QBO smartphone app
    • Capture & organize receipts w/ Receipt Snap
    • Mileage tracking
  •  Up to 3 users
• Monthly accounting – done for you!
  • Average of 100 transactions per month
  • Know exactly where you are spending your money
  • Great for budget-minded people
• Advisory time with a licensed CPA – 5 hours per year
• Personal income tax returns (Federal, state & local) prepared and E-filed**
• Fiduciary wealth planning with tax implications in mind (with CWOs for Hire)
  • $1,875 initial planning fee to be billed separately from CWOs for Hire

* Pro-rated at $60/month to align with annual subscription period of March – February

** Advisory time may be applied for more complex returns