Auto Tax Pilot

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Pricing

Simple, transparent monthly pricing designed for small businesses needing reliable bookkeeping, accounting, and proactive tax strategy support.

Choose a Plan That Fits Your Growth

Choose a monthly plan built for your business size, transaction volume, and financial goals.

A La Carte

Essential bookkeeping for low-transaction

$299

  • per month
Get Started
includes:
  • Quarterly reconciliations
  • Up to 200 transactions per year
  • Income and expense categorization
  • 1 bank and 1 credit card reconciliation
  • Quarterly P&L and Balance Sheet
  • Year-end tax-ready financial package
  • Email support
  • Get a 10% discount on Annual plans
Best For
  • Sole proprietors
  • Side businesses
  • Low-transaction Schedule C filers
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Plus

Monthly bookkeeping with tax support

$599

  • per month
Get Started
includes:
  • Everything in A La Carte
  • Monthly bookkeeping
  • 200 additional transactions
  • Monthly P&L and Balance Sheet
  • Business tax return included
  • Proactive tax strategy guidance
  • Get a 10% discount on Annual plans
Best For
  • Growing small businesses
  • Owners needing monthly clarity
  • Businesses preparing for tax optimization
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Premium

Full-service accounting, tax, and payroll support

$999

  • per month
Get Started
includes:
  • Everything in Plus
  • 600 additional transactions (1,000 total)
  • 1099 filing
  • Contact Form Integration
  • Payroll for up to 4 employees
  • Advanced tax strategy support
  • Get a 10% discount on Annual plans
Best For
  • Established small businesses
  • Multi-employee companies
  • Owners wanting hands-off finance management
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Customize Your Plan

Add-Ons & Upgrades

Monthly Bookkeeping Upgrade

$100

  • per month
Add
includes:
  • Monthly reconciliation
  • Monthly P&L and Balance Sheet
  • Ongoing transaction categorization
  • Early issue detection
  • Priority email support

Individual
Tax Filing

$50

  • per month
Add
includes:
  • Individual 1040 + Schedule C
  • W2 + one Schedule C
  • Business deductions review
  • E-file and filing support

Business
Tax Return

$120

  • per month
Add
includes:
  • Partnership returns (2 partners)
  • S Corporations (2 shareholders)
  • C Corporations

Quarterly Tax Strategy Touchpoint

$100

  • per quarter
Add
includes:
  • One-hour strategy session
  • Proactive planning and optimization guidance

Ready to Take Control?

Join small business owners who rely on Auto Tax Pilot for clarity, compliance, and smarter financial decisions.

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