Invoice Software for Financial Advisors in New York

Invoice software for financial advisors in New York: NY sales tax 4.00% (applies to services), late fees capped at 2%/mo under NY Gen. Oblig. Law §5-501, written contracts required over $500. Free plan available; Pro $45/mo.

State sales tax
4%
Late fee max
2%/mo
Avg invoice
$3,500
Metros
13
Create your first invoice freeSee pricing

New York compliance for financial advisors

  • Sales tax: 4.00% state rate. Applies to services. Many services taxable (info, parking, repair). Combined 8-8.875%.
  • Late fees: Up to 2% per month under NY Gen. Oblig. Law §5-501. Civil usury cap 16%/yr (1.33%/mo); construction Prompt Pay allows 1%/mo.
  • Written contract: Required over $500.
Avg invoice
$3,500
Net terms
30 days
Deposit
0%
State
NY

Financial Advisors by metro in New York