From founding to scaling, Otto handles entity setup, bookkeeping, tax strategy, payroll, and wealth planning—one platform and one trusted team, so you can focus on creating.
$750/quarter
$1,250/quarter
$2,000/quarter
$2,500+/quarter
Note: All tax returns across every tier are prepared and filed by a Certified Public Accountant (CPA). This ensures accuracy, compliance, and professional representation with the IRS and state agencies.
$750 (one-time)
Complete LLC setup with EIN registration and state filing. We advise on the best state to incorporate based on your business needs and help guide you through business bank account opening.
$99 (one-time)
IRS Form 2553 filing to elect S-Corp tax treatment.
$399 (one-time)
Full Gusto payroll configuration, state registrations, and reasonable salary determination for S-Corp owners.
$1,600/year (4 hours annually)
Quarterly strategic tax planning sessions with our CPA. Covers optimization, retirement strategies, and tax levers.
$400/hour
Additional CPA time for specialized questions, amendments, or custom consulting needs.
Available upon request
Protection and support in the event of an IRS or state tax audit. Coverage details customized by situation. Available for filed returns only.
Available upon request
Deep-dive analysis of your business finances, cash flow, tax efficiency, retirement readiness, and wealth-building strategy. Includes personalized recommendations.
*Included in Concierge tier
Available upon request
For qualified individuals only. Investment management, tax-efficient portfolio coordination, retirement planning, and long-term wealth building. Eligibility based on net worth and business revenue.
*Included in Concierge tier
All clients have direct access to our team via:
As your business grows and revenue scales, Otto automatically adjusts your service tier and includes premium features at no extra charge.
Straight from our users—how Otto is changing the way creative businesses manage money.
Otto pricing is based on your annual revenue. Plans scale from $100K-$199K (Starter at $750/quarter or $3,000/year), $200K-$299K (Growth at $1,250/quarter or $5,000/year), $300K-$499K (Scale at $2,000/quarter or $8,000/year), to $500K-$1M+ (Concierge at $2,500+/quarter or $10,000+/year). Each tier includes bookkeeping, CPA-prepared tax filing, and financial planning, so you only pay for the level of support your business needs.
Otto pricing is based on your annual business revenue. This ensures you're matched with the right level of bookkeeping and tax support for your business size, with quarterly and annual billing options available.
Yes! You can pay quarterly or annually. Annual payments receive a 10% discount, and when you pay for 2 years upfront, you get 50% off year two.
We accept major credit cards, debit cards, and ACH transfers for subscription payments.
We accept major credit cards, debit cards, and ACH transfers for subscription payments.
Yes. We provide cash-based bookkeeping in all plans, and accrual adjustments are available at year-end for accurate reporting.
Yes. You can upgrade or downgrade your Otto plan at any time, depending on your business needs.
Yes, Otto can function as a full bookkeeping solution. However, if you prefer, you can integrate QuickBooks Online for additional functionality.
Otto gives you full control. You can choose to retain your financial data or wipe it completely at cancellation, your data security is always a priority.
Yes. Otto subscriptions are flexible. Cancel at any time, and decide whether to retain or delete your financial data.
Join hundreds of businesses using Otto to streamline bookkeeping, optimize taxes, and grow profitably with CPA support and financial planning.
