Simple, straightforward pricing for everything your business needs.
Get exactly what you need, when you need it, with expert guidance at every step.
Bookkeeping and tax bundles
built to match your needs
From spot-on tax filing to seamless bookkeeping solutions our packages
are designed to cover every angle of your financial needs.
Starter
Bookkeeping and tax filing for businesses with up to $10k in monthly expenses
- Access to Otterz’s all-in-one financial management platform
- Dedicated bookkeeping expert
- Clean, accurate books and up-to-date financials
- Profit & loss and balance sheet statements
- Instant, real-time financial insights
- Setting up your business' chart of accounts
- Federal and state tax filing
- Up to two 1099 filings
Starting at
$399/mo*
billed annually
Growth
Advanced bookkeeping and tax filing for businesses with between $10k - $25k in monthly expenses
Everything in the
starter financial suite, plus:
- Initial BOIR report filing
- Faster book closings
- Semi-annual tax consultations
- Business income tax filing for upto 2 states
- Business income tax filing for upto 2 states
- Swift payment processing with Clover or/and Cardpointe at competitive rates (approx.
2.30% +30¢).
Starting at
$599/mo*
billed annually
Enterprise
Unparallelled bookkeeping and tax filing for businesses with expenses over $25k in monthly expenses
Everything in the
growth financial suite, plus:
- Multi-entity accounting
- Unlimited chart of accounts for boundless financial flexibility
- Accrual accounting
- AR and AP reconciliations
- Federal and state tax filing for multiple entities
- IRS tax extensions filing
- Swift payment processing with Clover or/and Cardpointe (approx. 1.90% +30¢).
Starting at
$999/mo*
billed annually
Get 10% off your first year with any Otterz annual plan!
Looking for unbundled
tax or bookkeeping services?
Pick what you need – choose from our standalone tax or bookkeeping packages.
Tax filing and advisory
Tax filing and advisory services to manage your financials seamlessly.
- Access to Otterz financial management platform
- Dedicated tax expert, always on call
- Complete tax handling: federal, state & franchise
- Hassle-free annual filings, 1099 forms & more
- Tailored tax advice for optimal savings
- Proactive tax planning
Starting at $399
Bookkeeping
Fast and smart bookkeeping to cover your basic financial reporting needs.
- Dedicated bookkeeping expert
- Clean, accurate books and up-to-date financials
- Profit & loss and balance sheet statements
- Daily tracking & categorization
- Instant, real-time financial insights
- Monthly reconciliation
Starting at $259/mo
Additional services
Company formation
Expert company formation
& registration
Select the perfect entity — be it Sole Proprietorship, Partnership, LLC, or Corporation. Our experts guide you through the decision, ensuring compliance and a smooth setup while considering your tax obligations and expansion plans.
CPA consultation
Speak with a tax expert
Get one-on-one with our top CPA for an one-hour video call, delivering custom tax strategies and insights to elevate your business.
R&D tax credits
Claim R&D tax credits
hassle-free
Save up to $500,000** per year with the R&D tax credit. We handle the full claim process and provide the necessary documentation to back up your claim with the IRS.
Book a free consultation with our experts
and get your finances on track with Otterz today!
Pricing page
Frequently Asked Questions
*We maintain the right to modify pricing or discontinue specific discount promotions for any of our services at any time. Prices are indicative and vary depending on your unique business needs and specifications. For a customized offer, please get in touch with us.
** IRS, Inflation Reduction Act of 2022