Tax Advisory First. Everything Else Supports It.

Most people find out what they owe in April, when it’s too late to change it. We help you see it coming and plan for it while there’s still time to act.

For Business Owners

Jeff Kikel of Profit Pilot Tax and Financial Services wearing a blue polo meeting with a Business owner discussing a Tax Assessment.

Tax planning built around your business, how you pay yourself, and the day you sell.



For Execs and High Earners

Jeff Kikel of Profit Pilot Tax and Financial Services meeting with a high earning executive discussing a Tax Strategy Plan

Tax planning for high W-2 income, RSUs, stock options and the big decisions with tax consequences.

OurPrograms

Card 1: Tax Flight Path Our year-round tax implementation program. A dedicated tax strategist who knows your situation Done-for-you implementation of every strategy in your plan Quarterly plan updates as your income changes Your returns, prepared from the same plan Audit support on every return we prepare Available as Tax Flight Path for Business Owners and Tax Flight Path for Highly Compensated Professionals.
Card 2: The No-Surprise Tax Year Year-round tax advice, with your return included. A spring Tax Savings Snapshot: what you may be leaving on the table A fall No-Surprise Projection, before December 31 RSU and equity reviews through the year An “Ask Before You Act” line before big decisions Your individual return, prepared and reviewed For individuals and W-2 households. Starting at $2,900 a year.

Every Engagement Starts with a Fit Call.

Common Questions About Working With Us

  • Which program is right for me?

    That’s what the Fit Call is for. In 30 minutes we’ll tell you whether tax planning is a fit and which path makes sense. You can book a call here.

  • What does it cost?

    The Fit Call is free. The No-Surprise Tax Year starts at $2,900 a year. A Tax Flight Path typically runs $15,000 to $30,000 a year, depending on how many returns we file for. Foundation starts at $599 a month, and Growth at about $1,099 a month (see our Business Service Page for more details). If an Assessment makes sense, we’ll walk you through the fee on the call.

  • Do you just prepare tax returns?

    No. We’re a tax advisory firm. We prepare your returns in our programs so the plan and the filing match, but planning comes first.

  • Do you only work with Texas clients?

    No. We’re based in the Austin area and work with clients nationwide by video, phone and a secure portal.

  • Do you provide investment advice?

    No. Profit Pilot provides tax, bookkeeping and business advisory services. However our sister company Freedom Day Wealth Management (at Texas based Registered Investment Advisor) provides Wealth Management and Investment advisory services.