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.

Specialties: CPA, accounting, tax planning and tax preparation, new business advisor, incorporations, Certified QuickBooks ProAdvisor, small business accounting and tax for the hospitality, legal, hi-tech, construction and other professional services.

The firm is organized into three main business units – CAS, Tax, and Wealth Management. We provide what would be considered more traditional accounting and tax services in addition to advisory services such as small business fractional CFO services, structured tax solution engagements, retirement planning, investment management and estate planning. Our team members work together and rely upon one another to service our clients. We maintain a philosophy that not one of us is as smart as all of us.

We are a fee-only financial planning firm that provides financial advice, investment management, and tax services to individuals and families. By combining these traditionally separate services with our expertise, we are uniquely positioned to help clients accomplish their goals and simplify their financial lives.

Independent tax practice specializing in individual and small business tax preparation, bookkeeping, payroll services, financial coaching, and helping businesses and start-ups navigate tax complexities.

This country was built by dreamers who started small but thought big. Whether you’re growing a business or pursuing a mission, your work matters. We bring the expertise to help you scale impact, grow sustainably, and stay true to your purpose because when you rise, your community rises with you.