For Business Owners
You Built a Profitable Business. Stop Overpaying Tax on It.
Most owners have someone who files their return. Very few have someone planning their tax year. We find the moves that fit your business, put them in place, and keep adjusting as your numbers change.
Your Return Reportsthe Year.
Nobody Planned It.
By the time your return is filed, the year is over and most of your options are gone. That’s not your preparer’s fault. Their job is to report what happened. The money is usually leaking in places nobody was asked to look:
- How you pay yourself, and whether your business entity still fits
- Expenses you pay personally that the business could legitimately cover
- A retirement plan sized for a much smaller business
- Family members who could be on payroll and aren’t
- No plan at all for the tax bill on the day you sell
Strategies We Put to Work for Owners
Every plan uses only strategies we’ve reviewed and approved for your situation. Fewer strategies, fully done, beats a long list you never finish.
Entity and reasonable salary
Accountable plan
Hiring your children
The Augusta rule
A retirement plan sized to your profit
Health costs through the business
Cost segregation
The QBI deduction
Vehicles and home office
Tax planning before you sell
Want the what, who and catch for each one?
How It Works
Free Tax Strategy Fit Call (30 minutes)
We look at your business and your tax picture and tell you honestly whether planning makes sense.
Your Tax Assessment
A deep dive into your business and personal returns, a two-year look back for missed opportunities, a projection of this year’s bill, and a written tax plan delivered on a results call in about three weeks. The plan is yours to keep.
Your Tax Flight Path
We put the plan to work over the next 12 months, adjust it every quarter, and file your returns so planning and filing stay in sync.
Tax Flight Path for Business Owners
One program, delivered the same way for every client, so nothing falls through the cracks.
A dedicated tax strategist
Someone who knows your situation. Call before any decision with tax consequences.
Done-for-you implementation
We put each strategy in place with you, from paperwork to payroll setup.
Quarterly plan updates
We re-project your year every quarter and raise or lower the plan as your income changes.
Your returns, prepared
Your business return and your personal return, built from the same plan.
Audit support
We stand behind every return we prepare.
Good Planning Runs on Good Numbers
If your books aren’t current, no tax plan can be accurate. For owners who want us handling the numbers year-round, we offer two plans. Both start with a Fit Call.
Foundation
Monthly bookkeeping closed by the 15th, P&L and balance sheet, an AI-assisted cost review, quarterly estimated tax payments based on your actual profit, a reasonable-salary check, and your business and personal returns. Two planning meetings a year: a spring Snapshot and a fall projection.
Growth
Everything in Foundation, plus the Profit Pilot 7-Lever System™: monthly analysis of the seven levers that drive your profit, a quarterly strategy session, and hands-on help putting the foundational owner tax strategies in place.
Thinking About Selling in the Next
Few Years?
The tax bill on a sale is often the biggest check an owner ever writes, and the best moves happen years before closing. Your Tax Assessment asks about your exit timing up front, so your plan protects the earnings a buyer will pay for. And if your business is too small for most brokers to take seriously, Business Sale In A Box™ helps you get sale-ready and sell it yourself, without giving away a broker’s commission.
Frequently Asked Questions
What does it cost?
The Fit Call is free. If planning makes sense, we’ll walk you through the Assessment fee on the call. A full Tax Flight Path typically runs $15,000 to $30,000 a year, depending on how many entity returns we file for. Foundation starts at $599 a month and Growth at about $1,099 a month.
Do my books need to be current?
Yes. A tax plan is only as good as the numbers under it. If your books are behind, we’ll quote a one-time catch-up first.
Who prepares my returns?
On a Tax Flight Path, Foundation or Growth, we prepare your business and personal returns, so the plan and the filing match.
Do you only work with Texas businesses?
No. We’re based in the Austin area and work with owners nationwide by video, phone and a secure portal.
Do you handle payroll?
We’ll connect you with a payroll provider and make sure it’s set up the way your tax plan needs it.
Do you provide investment advice?
No. Profit Pilot provides tax, bookkeeping and business advisory services.
See What Your Business
Is Leaving on the Table
Start with the free guide, or book a 30-minute Fit Call and get a straight answer.
