Basic: Our fees start at a minimum of $2,500 a month for a company under $2,000,000 with less than 10 employees
Includes monthly accounting, tax planning and bi-weekly payroll
Includes the set up and management of 401-Ks
Includes up to 3 executives personal tax returns
Includes up to two entity returns (S-Corp, C-Corp, 1065)
Basic+: Everything For companies under $5,000,000 - and a up to 50 employees, $5,000 a month minimum.
For companies greater than $5,000,000 - we will custom price for you
For additional employees, executives or entities there is an additional fee.
Fees do not include the cost for the payroll company (we current use ADP, Quickbooks Payroll or Gusto)
Fees do not include costs for online accounting software (Quickbooks online)
One Wealth Map, LLC is a SEC Registered Investment Advisor. For more information on our firm, please visit SEC.GOV for a full Form ADV II and the form CRS. Any discussion, text, video or communication on this site should not be considered a recommendation, projection, or assumption of any returns, risks, or future projections of any type of investment, process or plan. Any recommendation can only be made by one of our licensed advisors after consideration of acceptance as a client. No initial communications, without formal engagement should be considered a recommendation or suggestion. Aspire Tax and Accounting, LLC is a separate, Non-SEC Registered Advisor but is a commonly owned company practicing in tax and business advisory services. . Please visit our privacy policy and terms of service for this website. Please visit our Client Relationship Summary (ADV III) and our Firm Brochure (ADV II) This site is published for residents of the United States only. Investment Advisor Representatives of One Wealth Map, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed.
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