That's why we give equal weight to both jobs. We handle your monthly bookkeeping (the ongoing record of what your business earns and spends), your business tax returns, and proactive tax strategy that lowers what you owe. At the same time, we work with you on the Profit Pilot 7-Lever System, a structured way to increase the profit and value of your business, so that when you're ready to step away, you can sell it well instead of just closing the doors.
About Profit Pilot
Tax Planning for People Who Want to See What's Coming
Profit Pilot Tax and Financial Services helps business owners and high earners plan their taxes year-round, so April is never a surprise and every big decision is made with the tax bill in view.
Why Profit Pilot Exists
After more than 30 years in financial planning, Jeff Kikel kept seeing the same thing. Successful people did everything right. They earned well, built businesses and hired someone to file their taxes. And they still got surprised, because nobody was looking ahead.
Tax preparation looks back. It reports what already happened. Tax planning looks forward. It looks at the year ahead and asks what you can do before each decision is made, while there's still time to act.
Profit Pilot was built to do the second job. We help you see what's coming, plan for it and put the plan to work.
Two Kinds of Clients, One Approach
Business Owners
Tax planning built around your business, how you pay yourself and the day you sell. We also help owners grow profit and build a business worth more when it's time to step away.
Executives and High Earners
Year-round planning for high W-2 income, RSUs, stock options and the big decisions that come with them.
Straight Talk, No Jargon, No Hype
We talk to you like a person, not a client file. If we use a term you wouldn't hear at the coffee shop, we explain it right then and there.
We don't do hype or guarantees. What we offer instead is a clear, honest read on your numbers and a realistic plan for what to do next. Tax is not magic it is math.
You'll always know why we're recommending something and what it means for you. You're smart. You just don't speak accountant, and you shouldn't have to.
Our Team
Our team pairs experienced people with AI teammates. The AI handles the heavy lifting, like organizing documents, running the numbers and keeping the work moving, so our people can spend their time on strategy and on you. Every recommendation is reviewed by a person before it reaches you.
Jeff Kikel, ChFC, CRPC, ATA
President, Chief Tax Strategist
Cole Leverson
Business Analyst
Crystal Kikel
VP/Chief Operating Officer
Julianne Sawal
Accounting Associate
Thomas Watson
Chief Technology Officer
MoneyPenny
AI Accounting Queen
AI Teammate
Cloe Kilcannon
Chief Marketing Officer
Meet Jeff Kikel, ChFC, CRPC, ATA
Jeff is the founder and President of Profit Pilot Tax and Financial Services. He has more than 30 years of experience in financial planning, has spent more than 15 years focused on business-owner exits, and has built and sold multiple businesses of his own. In 2022, he reached his own "Freedom Day," the point where work became optional, after selling his interest in his financial practice.
Jeff is a prolific author with over 20 titles in his library, including The Business Owners Retirement Blueprint, written for business owners and available on Amazon. He also hosts the Exit Rich...Retire Free channel, where he teaches business owners and high earners how to keep more of what they've built.
Based in Austin, Serving Clients Nationwide
We're based in Cedar Park, in the Austin area, but our work isn't limited by geography. We work with business owners and high earners across the country through video calls, secure document sharing and phone check-ins. Wherever you are, you get the same year-round planning our local clients get.
Start With a Free Guide
Pick the guide that fits you, or book a free 30-minute Fit Call to see whether we're a fit.
