Scope of Work for Pilot Tax Essentials


  • 1 federal income tax filing
  • 1 state income tax filing
  • 1 city income tax filing and / or SF Business tax filing
  • 1 Delaware franchise tax filing (if applicable, for companies incorporated in Delaware)
  • 10 1099-NEC forms—your tax preparer will prepare and send these forms to domestic contractors that were not paid through your payroll provider.  Note that payroll systems (e.g. Gusto) are responsible for generating 1099s for contractors paid through those systems.

Paid add-ons

  • Additional U.S. jurisdiction (state or city) income tax filing, available at the following rate: 1 to 3 at $500, 4 to 10 at $350, more than 10 at $300
  • Foreign founder filings, available at $500 / filing
  • Foreign bank account filings, available at $500 / filing
  • Tax accounting method change, e.g. from cash to accrual, available at $2000 / filing
  • Additional 1099-NEC e-filings beyond the 10 1099-NEC filings included in your base subscription based on information provided by you, available for $5 / e-filing. 1099-NEC collection of data from vendors, available at $125 / hour.
  • Tax consulting services, available starting at $400 / hour depending on scope of work (e.g. transfer pricing reports, intercompany agreements, etc.)

Other notes

  • You'll have a dedicated team available via email for questions
  • You can communicate with your tax preparer as much as you need about the included deliverables. Any client-initiated questions that are unrelated to the included deliverables (for example, requests for transfer pricing reports, intercompany agreement matters, inquiries related to tax provisions, and other tax consulting matters) will be charged as tax consulting services at the specified hourly rate.
  • All the deliverables are included in the flat annual rate (not billed hourly)
  • Your Pilot tax preparer works seamlessly with your Pilot account manager to prepare your tax returns

Subscription does not include

  • Tax filings for any business other than a C corporation (please inquire about Pilot Tax Standard)
  • Tax filings for companies with positive net income (please inquire about Pilot Tax Standard)
  • Tax filings for companies with foreign subsidiaries (please inquire about Pilot Tax Standard)
  • R&D tax credit studies and filings (please inquire about Pilot R&D Credit Study)
  • Sales tax advice, calculations, collections, or filings (please inquire about partner introductions)
  • Payroll tax advice, calculations, collections, or filings (we have payroll vendor recommendations)
  • Responding to inquiries or audit examinations from tax authorities - these services may be available after appropriate scoping calls with Pilot