Stay Compliant. Save More. Stress Less.
From tax filing to compliance, Otterz handles it all — accurately, efficiently, and on time. We combine AI-powered automation, expert tax professionals, and real-time insights to help your business stay compliant and maximize savings every year.
Discover our services
Taxes don’t have to be complicated — not when Otterz is on your team.
We simplify every part of the tax process with end-to-end filing and compliance management. Our team ensures your returns are accurate, compliant, and optimized for every deduction your business deserves. Whether you’re a C Corporation, S Corporation, LLC, or startup, Otterz handles federal, state, and local filings — plus ongoing compliance — so you never miss a deadline. With Otterz, you stay compliant, confident, and always ahead of the IRS calendar.
Federal & State Tax Filing (1120S,1120C, 1040, 1065)
- Prepare corporate and franchise tax returns accurately
- Ensure timely submission to avoid penalties
- Optimize deductions for maximum savings
Local & Excise Tax Compliance
- File sales, excise, and other local taxes on time
- Automate recurring tax calculations
- Maintain audit-ready records for each filing
R&D & Specialized Tax Credits
- Capture all eligible tax credits
- Maintain automated documentation
- Reduce audit risk with organized records
Entity Setup & Compliance
- Incorporation, EIN setup, and annual filings
- Keep corporate records and compliance docs up to date
- Automated reminders for all regulatory deadlines
Audit & Review Preparedness
- Ensure all tax records are ready for review
- Provide supporting schedules for IRS or state audits
- Link transactions to filings for a clear audit trail
Tax Strategy & Advisory
- Forecast taxes for cash flow planning
- Minimize liability across multiple entities
- Collaborate with CFO and bookkeeping for integrated reporting
Technology & Integration
File smarter. Stay compliant. Save more — automatically.
Otterz uses secure, cloud-based tax systems that integrate directly with your existing tools — QuickBooks, Gusto, Xero, Shopify, Stripe, and more. Our AI-powered tax automation detects missing data, reconciles ledgers, and validates every number before submission. You’ll never face last-minute chaos again — just organized, paperless, and penalty-free tax filing.
Why Choose Otterz for Tax & Compliance
Because your business deserves precision — not penalties. Here’s what sets Otterz apart:
End-to-End Expertise
From bookkeeping to tax filing, every system connected and compliant.
AI-Backed Accuracy
Automation that catches what spreadsheets and humans often miss.
U.S. Tax Experts
GAAP-accurate, IRS-compliant, and industry-specific guidance.
Proactive Compliance Tracking
We track every form and deadline so you never have to.
Tax Strategies That Work
Real insights that reduce liabilities and boost profitability.
One Team. One Platform.
Manage bookkeeping, taxes, and compliance — all under one Otterz dashboard.
At Otterz, taxes aren’t just about filing forms — they’re about maximizing your after-tax profit and ensuring you stay compliant with confidence.
The Otterz
Onboarding Process
Your journey starts with a short consultation
where we:
- Understand your business model, challenges, and financial workflows
- Review your current bookkeeping, taxes, or systems setup
- Identify key goals — accuracy, compliance, cash flow, growth, automation
- Recommend the best Otterz plan tailored to your industry
Next, we prepare a precise and transparent plan outlining:
- What services you’ll receive (bookkeeping, tax, CFO, controller, etc.)
- The full scope of work and deliverables
- Your dedicated accountant + support team
- Timeline for onboarding and go-live
- Clear, fixed pricing with no surprises
Once you approve, your account is activated immediately, and onboarding begins.
This is where we get everything ready for a smooth start:
- Setting up your secure Otterz account
- Requesting all required documents (financials, statements, prior returns, payroll reports, etc.)
- Getting access to your bank, credit card, POS, payroll, and other financial software
- Ensuring all integrations sync correctly with our platform
- Verifying data accuracy before moving forward
You provide the access — we handle the rest.
We walk you through your new Otterz setup, introduce your dedicated accountant, and get your reports, dashboards, and AI assistant Nyra running.
From here:
- Your books run in real time
- Your taxes stay compliant
- You get ongoing insights for smarter decisions
You’re officially powered by Otterz.
Tax Services FAQs
What types of tax returns does Otterz handle?
We handle all major U.S. returns — Form 1040, 1120, 1120S, and 1065 — along with state, sales, payroll, and franchise tax filings.
How does Otterz help reduce my tax bill?
Through proactive planning, we identify deductions, credits, and structuring opportunities that lower your overall tax liability.
Can Otterz represent me before the IRS?
Yes, Our licensed tax professionals assist with audits, notices, and IRS correspondence on your behalf.
When should I start preparing for tax season?
All year round. Otterz offers continuous tax planning to help you stay ready — not rushed — come filing season.
How secure is my tax data?
All client data is handled through encrypted, cloud-based systems, with secure portals for uploads, storage, and e-signatures.
Does Otterz help with estimated tax payments?
Absolutely. We calculate, schedule, and remind you of quarterly payments — avoiding penalties and surprises.
Can I combine tax and bookkeeping services?
Yes. Most Otterz clients bundle bookkeeping + tax for smoother coordination, accurate reports, and simplified year-end filings.
What our customers
are saying
“Stellar work from the Otterz team 👏 Tapan to support our start-up. They are simply the best accounting support you can ask for whether you are an early stage company or a scaling SMB.”
“Incredible experience working with the Otterz team! They’ve been instrumental in keeping our financials clean and investor-ready. Highly recommend them to any founder looking for reliable accounting support.”
“The Otterz team exceeded our expectations. Tapan and his crew brought clarity and consistency to our books, which gave us confidence as we scaled. Couldn’t ask for better partners.”
