FamilyWealth™ Client vs Lunafi - 1099 Tax Write-offs Usage & Stats

"The FamilyWealth™ application enables authorized clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a FamilyWealth™ user that has been authorized for the mobile application. If you would like to request access, please contact your FamilyWealth™ primary contact."
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Start your free trial now! Manage your finances effortlessly with Lunafi, if you are a self-employed freelancer, independent contractor, consultant, or a small business owner. ACCOUNTING & TAXES - Expense Tracker: Classifying your transactions as a business expense with a single tap makes expense tracking easy. - 1099 tax calculator: See the estimation for your 1099 tax and federal income taxes for your freelance business with the self-employed tax calculator feature. Lunafi tax estimation works as a freelance tax calculator or a gig worker tax calculator. - Tax savings: See how much you will save from self-employed taxes with 1099 deductions without knowing IRS's tax deduction rules. - 1099 write-offs: See suggested tax write offs personalized to your profession. - Reports: Generate Profit & Loss and Expense Reports and send the reports via email. - Automated tasks: Create rules for your regular business expenses to classify upcoming transactions automatically. Mark your accounts as business to auto classify every transaction. MOBILE INVOICE GENERATOR - Create professional-looking invoices in under a minute with our invoicing tool. - Schedule invoices for a future date or save them as a draft. - Check invoice status - Send payment reminders to your clients FINANCIAL INSIGHTS - All transactions in one place: Connect your checking, credit card, and Paypal accounts securely or add transactions manually to start managing your accounting, expenses, and business income. - Health Insights: Take a look at your most important numbers related to your business in monthly, quarterly, and yearly breakdowns. - Income goals: Set an income goal for the year and track your progress and your projected contractor tax estimation when you will reach your goal. - Categorize your income: Categorize your business income correctly if you have both full-time and side jobs. - Earnings by client: Add clients to your income and see who is your best paying client. Your data is secure with read-only access to your financial institutions through Plaid, and all network traffic is encrypted. Lunafi does not store your online banking credentials. Lunafi does not provide tax advice or tax preparation, legal or accounting services of any kind to any individual. Lunafi expense tracker and invoice maker is for Consultants, Graphic Designers, Photographers, Writers, Art Directors, Hair Stylists, Estheticians, Customer Service professionals, Small Business Owners, Online Sellers, Content Creators, Cleaners, Uber, Lyft, and Doordash Drivers, and many more. Maximize your tax savings with more write-offs to discover: Home Office Expenses Advertising Parking and Toll Fees Materials & Supplies Conferences & Continuing Education Software & Subscriptions
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FamilyWealth™ Client VS.
Lunafi - 1099 Tax Write-offs

December 17, 2024