Pilot Tax
Simplify your business taxes with expert startup tax preparation services
About Pilot Tax
Pilot Tax offers comprehensive tax preparation and filing services for startups and small businesses. With dedicated tax preparers and a streamlined online process, Pilot ensures accurate and efficient tax filing, including federal and state income taxes, 1099s, and Delaware Franchise Tax. Get peace of mind with live status updates and expert support tailored to high-growth companies.
Pricing
Full pricing pageEssentials
Best for: Small businesses that just want clean books. AI categorizes transactions, reconciles accounts, and closes books monthly.
- Cash-basis bookkeeping using data from your bank and credit cards
- Standard chart of accounts
- Year-end package for your tax preparer
- Instant AI answers about past transactions and current cash flow, plus run scenarios to plan ahead
- Support through in-app messaging
Core
Best for: Startups and growing businesses that need books to make operational decisions.
- Everything in Essentials
- US-based bookkeeper who handles, explains, and reviews your books
- Cash or accrual-basis bookkeeping that pulls from your bank, credit cards, payroll, AP, inventory, and payment platforms
- Bill management for up to 10 vendor bills per month
- Custom chart of accounts
- Reports on the 10th business day
- Support from your dedicated team in-app, email, and over the phone
Custom
Best for: Growing companies that need a customized plan for the back-office.
- Everything in Core
- Keep your existing QuickBooks account and historical data
- Support for complex business structures
- Custom workflows and reporting
- Reports on the 6th business day
- Full accounts receivable
- Full accounts payable
- Payroll administration
- CFO advisory, financial planning, and fundraising support
- Connect with your dedicated CFO in-app, by email, phone, or Slack
Single Member LLC
Must be purchased with Pilot Bookkeeping
- Free tax extension
- Federal income tax filing
- State income tax filing
- Quarterly tax payments (safe harbor)
- Schedule C for your LLC’s income and loss
- Reporting for one of each income sources: W-2, K-1, rental property, and 1099
- Year-round email support
Partnerships and S-Corps
Must be purchased with Pilot Bookkeeping
- Free extension
- Federal income tax filing
- State income tax filing
- Delaware franchise tax filing
- Up to 25 1099-NEC filings
- Year-round email support
C-Corps
Must be purchased with Pilot Bookkeeping
- Free tax extension
- Federal income tax filing
- State income tax filing
- Delaware Franchise tax filing
- Up to 10 1099-NEC filings
- Year-round email support
Basic
Best for: Companies seeking to analyze business performance and discover key insights.
- Custom financial model with strategic insights
- Budget vs actuals variance analysis
- Scenario planning model
- Industry-specific KPI dashboard
- Monthly call with your CFO
Essentials
Best for: Companies that need a finance expert to launch strategic projects and help drive growth.
- Everything in Basic
- Cash and runway optimization
- Investor & board reporting support
- Basic fundraising and M&A support
- Ad-hoc strategy support
- Bi-weekly call with your CFO
Custom
Best for: Growing companies who need a finance leader but not ready for a six-figure hire.
- Everything in Essentials
- 13-Week Cash Flow Analysis
- Investor updates & board presentations
- Fundraising insights & equity story
- Compensation planning and benchmarking
- Acquisition and GTM strategy
- Monetization and pricing strategy
- Strategic planning & OKRs
- Weekly calls with your CFO
Starter
Best for: Pre-launch companies and brand-new businesses with no operations set up.
- Business incorporation through Stripe Atlas
- Banking setup with Mercury
- Setup for a payroll system that actually works
- Pilot bookkeeping system setup
Essentials
Best for: Companies with a few employees who want their operations handled by experts, not just software to figure out yourself.
- Everything in Starter (if you need the setup)
- Banking support when things get messy
- HR, payroll, and benefits that work
- Invoice collection
- Bill payment on time
Custom
Best for: Growing companies whose needs don’t fit in neat boxes, because your business isn’t like everyone else’s.
- Everything in Essentials
- Invoice collection (high volume)
- Bill payment on time (high volume)
- State payroll and tax compliance that actually works
- Stock administration without the legal bills
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