You no longer need separate bookkeeping, tax, payroll, invoicing and billing experts.

Hassle free Tax & Bookkeeping Solution forSmall Businesses

The stressful days of do-it-yourself finances are over. Octo Tax & Bookkeeping Services does your bookkeeping and taxes for you—so you can focus on running your business.

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Trusted by small business owners as well as individuals

What you get with Octo Tax & Bookkeeping Services?

Real humans. Perfect books. Your team of small business experts imports bank statements and prepares financial statements every month. Questions? Your Octo Tax & Bookkeeping professionals work in-house, and they’re backed by our in-house research team to provide you with informed answers to complex questions.

Bookkeeping Services

Doing bookkeeping correctly is the key to tax savings. Focus on your core business and we'll take care of this activity with the highest professionalism.

Business Taxes

We save small businesses more than several thousands per year on taxes. We'll assure you receive largest possible refund.

Payroll

Simple integrations, automatic calculations. Running payroll and benefits is easy with experts on your team.

Invoicing & Bill Pay

Bookkeepers save you time and money. Focus on running your business and let us handle your day-to-day accounting.

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We’ll show you how to manage your sales and tax return.

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Bookkeeping for your business's specific needs

We match you with a CPA who knows the ins and outs of your industry and state. Get answers to your most challenging questions; get the advice your business needs to grow.

Affordable, flat-rate pricing. Never hourly.

We are a nationwide team of accountants here to help small businesses navigate 2023’s changing tax code and prepare for whatever comes next.

Satisfaction Guarantee

Our services are designed to provide excellent value to modern small business owners. If you feel any aspect of our service doesn’t meet that standard, you can request a refund of the prorated balance within your first 30 days of use.

How we help

Payroll

Deliver payroll reports and payroll taxes accurately and on-time and ensure IRS compliance with help from an online payroll specialist.

Bookkeeping

A bookkeeper for your business to track finances, run payroll reports, make recommendations and help you stay compliant.

Tax Advisory & Preparation

Business taxes, prepared and filed for you. Maximum savings guaranteed. Year-round support from small business tax experts, proactively planning for tax savings.

Financial Analysis & Planning

Year-round support from small business tax experts, proactively planning for tax savings.

Entity formation

We’ll prepare and file your Articles of Organization, file for your EIN, serve as your Registered Agent, help you get your business set up for tax savings, and more.

Secure online portal

Secure online access to your documents and records, and direct messaging with your accountant.

Don’t see what you’re looking for?

Talk to an expert and we’ll build a package customized to your business needs.

A team of OctoTax, bookkeepers and tax pros to help you with everything accounting.

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