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.
OurPackages and Pricing
Basic
Best for those looking for accurate financials done by professional bookkeepers.
$129/ mo
- > Dedicated bookkeeping experts
- > Accurate monthly books and year-end tax-ready financial packages
- > P&L, balance sheet and 1099 reporting
- > Unlimited communication with your bookkeeping team
Standard
Best for those looking for an all-in-one bookkeeping, tax advisory and income tax filing service.
$299/ mo
- > Everything in Essential plan
- > Dedicated team of licensed tax professionals to file your income tax return on time
- > Annual state and federal income tax filing for businesses and individuals
- > Unlimited 1-1 income tax advisory services year-round to help you make tax-savvy decisions and maximize your deductions throughout the year
Premium
Best for businesses who need full-service support from the experts.
$449/ mo
- > Access to Portal
- > Dedicated accountant
- > Year-round tax advice
- > Proactive tax planning
- > Quarterly reviews
- > Personal tax preparation
- > Bookkeepingi
- > Priority support
- > Financial reports