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 plan

Growth

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 plan
Most chosen

Strategic

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 plan

Accelerator 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 plan

Compare

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.

FeatureEssentialGrowthStrategicAccelerator All-Inclusive
Volume & price
Monthly price$345$545$845$1,395
Value included per yearStandalone price of everything beyond bookkeepingBookkeeping plan$3,829$8,854$18,269
Reconciled accounts$75/account per monthUp to 3Up to 5Up to 7Up to 10
Transactions per month$45 per extra 100Up to 200Up to 500Up to 700Up to 1,000
Bookkeeping & reporting
Monthly bookkeeping and categorizationBase of every planIncludedIncludedIncludedIncluded
Monthly financial reportsIncluded in every plan, no extra costIncludedIncludedIncludedIncluded
Year-End Tax-Ready PackageIncluded in every plan, no extra costIncludedIncludedIncludedIncluded
Financial statement letters$95 eachAdd-on1 per year2 per year4 per year
QuickBooks Online$300/yearAdd-onAdd-onIncludedIncluded
CFO Dashboard$1,284/yearAdd-onIncludedIncludedIncluded
Support
Secure client portal with mobile appIncluded in every planIncludedIncludedIncludedIncluded
Same-business-day responsesIncluded in every plan, no extra costIncludedIncludedIncludedPriority
IRS & State Notice Support$195 per noticeAdd-onUp to 10 per yearUp to 10 per yearUp to 10 per year
Monthly 30-min review meeting$150 eachAdd-onAdd-onAdd-onIncluded
Compliance
Compliance calendar & alertsIncluded in every plan, no extra costFederal and stateFederal and stateFederal and stateFederal, state, local and industry
Registered Agent (1 state)$161/yearAdd-onAdd-onIncludedIncluded
Annual Report filing$150/year + state feeAdd-onAdd-onIncludedIncluded
Business address changes$95 eachAdd-onAdd-on1 per year2 per year
W-9 collection$95/yearAdd-onIncludedIncludedIncluded
1099-NEC filing$25 eachAdd-onUp to 5Up to 10Up to 20
Sales tax registration and filing$650/state per yearAdd-onAdd-on1 stateUp to 2 states
Insurance audit responses$495 eachAdd-onAdd-onIncludedIncluded
State audit responsesFrom $645 eachAdd-onAdd-onAdd-onIncluded
Census survey responses$245 eachAdd-onAdd-onIncludedIncluded
Payroll & tax payments
Tax payment scheduling$180/yearAdd-onEstimated taxesEstimated and payroll taxesEstimated and payroll taxes
Payroll$1,620/year for 5 employees (2 payrolls per month)Add-onAdd-onUp to 5 employeesUp to 10 employees
Strategy
Estimated tax projections$195 eachAdd-onAdd-on2 per yearQuarterly
Tax strategy session$599 each, accounting plan clients onlyAdd-onAdd-on1 per year2 per year
Business growth strategy session$599 each, accounting plan clients onlyAdd-onAdd-onAdd-onQuarterly
Tax return & member benefits
Business tax returnFrom $795Standard rates15% off20% off$1,000 annual credit
Client referral creditsIncluded in every planIncludedIncludedIncludedIncluded
Business formation and cancellationFrom $545 + state feeAdd-on10% off15% off20% 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.
Junior FiuzaGoogle review
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.
Ju MartinsGoogle review
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.
Vanessa SantosGoogle review
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.
Marco FranchettoGoogle review
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.
Samuel FortesGoogle review
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!
Good and Rich MarketGoogle review

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