Accounting Services
More than Bookkeeping.
All-in-One Accounting Plans for Growing Businesses.
Flexible monthly plans that all start with accurate bookkeeping, and expand to payroll, compliance and tax strategy as your business grows.
Monthly plans
Choose your level
Prices are per month. Move up a tier whenever your volume does.
Essential
Accurate books for new businesses
$345/month
- Up to 3 accounts and 200 transactions per month
- Monthly bookkeeping and financial reports
- Year-End Tax-Ready Package
- Federal and state compliance alerts
- Same-business-day support via secure portal
Bookkeeping, reporting and support only. Everything else can be added at our standard prices.
Start with this planGrowth
For businesses picking up speed
$545/month
Everything in Essential, plus:
- Up to 5 accounts and 500 transactions per month
- IRS & State Notice Support
- Estimated tax payment scheduling
- 1099-NEC filing and W-9 collection
- CFO Dashboard included
- Financial statement letter for banks and leases
Value if bought separately: $3,829/year beyond bookkeeping.
Start with this planStrategic
Books, payroll and tax strategy
$845/month
Everything in Growth, plus:
- Up to 7 accounts and 700 transactions per month
- Payroll for up to 5 employees
- QuickBooks Online subscription included
- Annual Tax Strategy Session
- Insurance audit and Census survey responses
- Registered Agent, Annual Report and Sales Tax (1 state)
Value if bought separately: $8,854/year beyond bookkeeping.
Start with this planAccelerator All-Inclusive
Your whole finance department
$1,395/month
Everything in Strategic, plus:
- Up to 10 accounts and 1,000 transactions per month
- $1,000 annual Business Tax Return Credit
- Payroll for up to 10 employees
- Quarterly Business Growth Strategy Sessions
- 2 Tax Strategy Sessions per year
- State and insurance audit and Census survey responses
- Monthly review meeting
Value if bought separately: $18,269/year beyond bookkeeping.
Start with this planCompare
Compare all features
Scroll sideways on a phone. Under each feature you see our standalone price for it, so you can see exactly what your plan includes. Anything marked as an add-on can still be hired at that price.
| Feature | Essential | Growth | Strategic | Accelerator All-Inclusive |
|---|---|---|---|---|
| Volume & price | ||||
| Monthly price | $345 | $545 | $845 | $1,395 |
| Value included per yearStandalone price of everything beyond bookkeeping | Bookkeeping plan | $3,829 | $8,854 | $18,269 |
| Reconciled accounts$75/account per month | Up to 3 | Up to 5 | Up to 7 | Up to 10 |
| Transactions per month$45 per extra 100 | Up to 200 | Up to 500 | Up to 700 | Up to 1,000 |
| Bookkeeping & reporting | ||||
| Monthly bookkeeping and categorizationBase of every plan | Included | Included | Included | Included |
| Monthly financial reportsIncluded in every plan, no extra cost | Included | Included | Included | Included |
| Year-End Tax-Ready PackageIncluded in every plan, no extra cost | Included | Included | Included | Included |
| Financial statement letters$95 each | Add-on | 1 per year | 2 per year | 4 per year |
| QuickBooks Online$300/year | Add-on | Add-on | Included | Included |
| CFO Dashboard$1,284/year | Add-on | Included | Included | Included |
| Support | ||||
| Secure client portal with mobile appIncluded in every plan | Included | Included | Included | Included |
| Same-business-day responsesIncluded in every plan, no extra cost | Included | Included | Included | Priority |
| IRS & State Notice Support$195 per notice | Add-on | Up to 10 per year | Up to 10 per year | Up to 10 per year |
| Monthly 30-min review meeting$150 each | Add-on | Add-on | Add-on | Included |
| Compliance | ||||
| Compliance calendar & alertsIncluded in every plan, no extra cost | Federal and state | Federal and state | Federal and state | Federal, state, local and industry |
| Registered Agent (1 state)$161/year | Add-on | Add-on | Included | Included |
| Annual Report filing$150/year + state fee | Add-on | Add-on | Included | Included |
| Business address changes$95 each | Add-on | Add-on | 1 per year | 2 per year |
| W-9 collection$95/year | Add-on | Included | Included | Included |
| 1099-NEC filing$25 each | Add-on | Up to 5 | Up to 10 | Up to 20 |
| Sales tax registration and filing$650/state per year | Add-on | Add-on | 1 state | Up to 2 states |
| Insurance audit responses$495 each | Add-on | Add-on | Included | Included |
| State audit responsesFrom $645 each | Add-on | Add-on | Add-on | Included |
| Census survey responses$245 each | Add-on | Add-on | Included | Included |
| Payroll & tax payments | ||||
| Tax payment scheduling$180/year | Add-on | Estimated taxes | Estimated and payroll taxes | Estimated and payroll taxes |
| Payroll$1,620/year for 5 employees (2 payrolls per month) | Add-on | Add-on | Up to 5 employees | Up to 10 employees |
| Strategy | ||||
| Estimated tax projections$195 each | Add-on | Add-on | 2 per year | Quarterly |
| Tax strategy session$599 each, accounting plan clients only | Add-on | Add-on | 1 per year | 2 per year |
| Business growth strategy session$599 each, accounting plan clients only | Add-on | Add-on | Add-on | Quarterly |
| Tax return & member benefits | ||||
| Business tax returnFrom $795 | Standard rates | 15% off | 20% off | $1,000 annual credit |
| Client referral creditsIncluded in every plan | Included | Included | Included | Included |
| Business formation and cancellationFrom $545 + state fee | Add-on | 10% off | 15% off | 20% off |
Plan terms
The small print, in plain words
- Minimum term
- Accelerator All-Inclusive plans require a 12-month commitment.
- How the values are calculated
- Values shown are our standard à-la-carte prices for the same services, at the allowance included in each plan. They are a comparison reference, not a credit or refund.
- Tax return credit
- The Business Tax Return Credit is applied once per tax year and does not roll over. Amounts above the credit are billed at 20% off standard rates.
- Non-cumulative items
- Strategy sessions, review meetings and annual allowances do not roll over.
- State fees
- State filing fees are billed separately.
- Additional volume
- $75 per additional account per month, $45 per additional 100 transactions, and $5 per additional employee. Sales tax filing in additional states is quoted separately.
Client reviews
Clients on our monthly work
This service makes the accounting process much easier. I am reassured with all the steps, because the system is very complete. I recommend and testify to the service.
I have a few accounts with them and I truly recommend their service. If I have any questions there is always a quick answer and it's very easy to talk to them. The whole team is very friendly and professional.
This is my first year using their services and I was impressed by the level of care and professionalism of the whole team. I received detailed information about my accounting and clear guidance through the whole process.
I have been a client of Office Tax Services for over 5 years and they are exceptional. I own a construction company and from day one they have handled all of my business accounting, solved any red tape with the government and also file my personal tax return. Whenever I need it, I get an immediate response, with great attention and professionalism. Having Cristina and her team beside me lets me focus on what matters most: my business.
We've been doing our tax return with Cristina for 6 years now, and each year I'm pleasantly surprised by something new and positive. We got to know and work with her team members — Olavo, Carol, Marcella — and our trust and pleasure in working with them grew even more. Even though my wife works at a CPA firm, we still choose to do both our personal and business taxes with Cristina.
I have been working with Office Tax Services for several years now, and I am consistently impressed by their expertise and professionalism. They go above and beyond to ensure accuracy, meet deadlines, and provide valuable financial advice. Their attention to detail, clear communication, and problem-solving skills make them an invaluable asset to my business. I highly recommend their services!
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