Family Office Essentials
$650.00 / month and a $100.00 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
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