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Frequently Asked Questions

Q:

What types of businesses do you work with?

We specialize in solo entrepreneurs, contractors, trades, and service-based businesses. If you run a small business and want clean books, lower taxes, and higher profit, you’ll fit right in here.

Q:

Do I have to be located in Austin to work with you?

.No. While we proudly serve Austin, Cedar Park, Leander, Round Rock, and Georgetown, we work with businesses across Texas and nationwide. Everything we do is digital, secure, and easy to use.

Q:

What makes Profit Pilot different from other bookkeeping or tax firms?

Most firms focus only on compliance—we focus on profitability. You get modern bookkeeping, proactive tax planning, and real advisory support using the Profit First system and the 7 Levers Profit Framework.

Q:

Do you offer tax planning or just tax preparation?

We do both. Tax prep handles what happened last year. Tax planning helps you reduce what you owe going forward. We work year-round to help you keep more of what you earn.

Get in touch with us

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737-808-2704

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1320 Arrow Point Dr Ste 501 Office 2, Cedar Park, TX 78613

Monday - Friday, 9:00 am - 4:00 pm

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Profit Pilot Tax & Financial Services offers bookkeeping, tax preparation, tax planning, Profit First consulting, and Virtual CFO services for small businesses in Austin and throughout Texas. We focus on profitability, cash flow, and long-term financial strategy. Disclaimer: Any tax advice provided is not intended or written to be used for the purpose of avoiding penalties under the Internal Revenue Code (Circular 230).