Family Office Essentials

$650.00 / month and a $200.00 One-Time Subscription True-Up For Annual Income Tax Filing*

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
  • 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)

* Pro-rated at $50/month to align with annual subscription period of March – February

** Advisory time may be applied for more complex returns