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Financial Analysis & Planning

We care about your taxes. And your financial well-being. With options like Emerald Card®, a prepaid Debit Mastercard®, you can get what you need with H&R Block. All banking products provided by Pathward, N.A., Member FDIC.

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What you get with OctoTax?

Trusted by 25,000+ American small business owners

GFPO>> has a ready pool of highly experienced professionals who can assist you to prepapre your Financial Statements on software of your choice or excel based templates.

Spruce

Spruce is a mobile banking app, built by H&R Block with bank products provided by Pathward, N.A. Receive your federal tax refund up to 5 days early,

Emerald Savings

Start saving towards your emergency fund with an H&R Block Emerald Savings® account with as little as $25.

Refund Advance

You could get a loan up to $3,500 the same day you file your taxes. Plus, enjoy no interest, no loan fees, and no impact to your credit score. 109

Emerald Card

Get your refund and paycheck all on one card. Use it, reload it, and use it anywhere Debit Mastercard® is accepted.

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We’ll show you how to manage your financial analysis.

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Our Services That Help You!

Just some of the ways we can help your business…

Powerful financial reporting

Our platform gives you monthly financial statements and expense overviews to keep you in control of your money.

Powerful financial reporting

Real-time insights at your fingertips

Easily see your updated financial data every time you log in.

Real-time insights at your fingertips

Tax season, minus the stress

A year end package with everything you need to file comes standard with OctoTax.

Tax season, minus the stress

How to Deal with Inflation's Effects on Your Small Business

This is an expensive time to be running a small business, but there are ways to protect yourself from the effects of inflation.

How to Deal with Inflation's Effects on Your Small Business

How to Create a Financial Forecast

Looking to take the guess work out of your business growth? Here’s everything you need to produce a reliable financial forecast for your business.

How to Create a Financial Forecast

Emerald Card features that make mobile banking easy.

Get paychecks faster

Have your paycheck(s) and government benefits direct deposited. Go to disclaimer for more details to your account.

Avoid pesky fees

Say goodbye to check-cashing fees. You can enjoy your card without them.

Enjoy access to cash

Get cash back with purchases from retailers and ATMs where Debit Mastercard® is accepted.

Connect your accounts

Link your bank account to your Emerald Card to transfer money to your card.

Plan for what matters

Set up goals and put money away for an emergency fund.

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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