Get clear, expert CPA advice, personalized, efficient, and designed around your needs.
Instant clarity, expert insight: talk to a CPA who understands your
goals and gives actionable tax accountant consultation.
Expert Attention, Just When You Need It
No commitment necessary grab a 1-hour session with a seasoned CPA advisor to get tax advice tailored to your needs.
Priced Right for What You Get
From free consultation offers to fast, one-call help, get the level of accountant consultation that matches your budget and priorities.
Skip the Overwhelm
Whether you're filing for the first time or managing complex tax scenarios, our CPA consultation guides you through every step.
With Otto AI, you don’t just consult a CPA, you get smart, streamlined access to personalized financial expertise.
60-minute 1:1 video call with a licensed CPA advisor,
scheduled at your convenience.
Get answers to your specific questions around taxes, business expenses, deductions, and IRS compliance.
Access notes and action items from the session directly in your Otto AI dashboard.
Receive AI-powered summaries and follow-up reminders so you never miss a tax deadline again.
Otto AI is not your average booking tool—it’s your financial co-pilot. When you consult a CPA through Otto AI, you unlock:
Instant Booking: Schedule in minutes, not
days.
Smart Intake Forms: Our AI learns about your business and preps your CPA before the call, no repeating yourself.
Post-Call Intelligence: Otto AI automatically captures insights, to-dos, and documents from the consultation so you stay organized.
Flexible Pricing: Whether you're after a free consultation or a full strategy session, Otto AI offers options that match your needs and budget.
Otto AI makes accountant consultations accessible for:
Freelancers and creators managing 1099s, write-offs, and business growth.
Small business owners and startups who need structured tax planning.
Side hustlers, influencers, and digital entrepreneurs unsure how to separate personal and business finances.
Whether it's your first time filing or your fifth year scaling, Otto AI helps you get accountant advice that’s built around your workflow.
Everything you need to manage, organize, and grow your business with
ease.
Easily handle formation, incorporation, S Corp setup, and compliance.
Smart financial assistant with a dedicated bookkeeping team and bookkeeper.
Create, track, and securely e-sign contracts to ensure
compliance and deadlines.
Confidently plan taxes with expert CPAs and smart tools to track deductions.
Real-time business reports show where you stand today and
what to do next.
All in one accounting software for small businesses to handle your books, taxes, invoices, and contracts.
Straight from our customers—how Otto is changing the way creative businesses manage money.
It’s a guided session with a certified public accountant, booked and
managed via the Otto AI platform—complete with AI-enhanced prep, insights, and
follow-up.
Yes. Some consultations come at no cost depending on your plan, and Otto AI will guide you through available options.
Absolutely—most users can schedule their consultation within 24 hours
directly inside the Otto platform.
Otto AI gathers your business data, flags important documents, and shares prep notes with your CPA beforehand—making your session more focused and productive.
Yes—our CPA advisors can handle everything from individual filings to
complex business structures.
Otto AI provides a smart summary, tracks your action items, and can remind you about deadlines, filings, or follow-up consultations.
100%. Otto AI uses bank-grade encryption and secure video conferencing. Your financial data is yours—and stays protected.
All CPA advisors are vetted, licensed professionals with experience in small business, creator economy, and freelance tax issues.