Pilot takes care of your bookkeeping, tax prep, and CFO services from start to finish so you can focus 100% on making your business succeed.

With a highly qualified team, many years of experience in the field, and over 3.000 clients served in the United States, we offer a full range of services to help your company build a solid and well-planned future.

We are no ordinary accounting firm. With years of experience as a professional service organization, our firm offers a wide range of services for businesses and individuals. From individual tax planning services to complex corporate consulting engagements, we are ready to be your full service CPA firm. We personally invest into each client through our time, resources and dedicated team. When you become a client with us, you can rest easy knowing we’ve got your back. Through a collaborative approach, we proactively advise clients to not only become compliant but position them for success.

We do tax and payroll services.

We are an Orange County based tax firm servicing individuals and businesses across the US. We value our clients as our partners, and ensure a smooth, stress-free process that allows each client to take full control of their finances. Potrus Tax offers a variety of services including tax preparation, accounting and bookkeeping, IRS controversy, cash flow management, forecasting, tax strategy, and more.

Our firm approach is simple and successful. We focus on our client's needs always. We look beyond basic compliance and then we provide real value by teaching, empowering and providing contemporary solutions. We bring decades of practical knowledge from the public and private accounting sectors to serve our clients and local communities. Our core values are simple. We want our clients to say we are fair, honest, experienced and confidential. We want to be known as as small business specialist that helps maintain family wealth and supports our local non profit community. Let our Family Help your Family.

Our firm specializes in accounting, payroll and tax preparation services for a wide variety of clients. We specialize in: Tax return filing and tax planning for individuals IRS and State Representation - Nationwide Bookkeeping and financial statements for small businesses Corporate tax return filing and tax coaching for businesses Merchant Credit Card Processing Business Plans Business Formations - Sole Proprietorships, Partnerships, LLC, LLP, S-Corp, C-Corp, Non Profits or Ltd. Payroll Processing - for 1 to 100 employees we take the stress out of doing payroll