Scope of Work for Pilot Tax Standard

Deliverables

  • 1 Federal Income Tax Filing
  • 1 State Income Tax Filing
  • 1 City Income Tax Filing
  • 1 Delaware Franchise Tax Filing (if applicable, for companies incorporated in Delaware)
  • 3 K-1 filings (if applicable, for partnerships/LLCs)
  • Support for 1 Foreign Subsidiary included in tax filing
  • Support for positive Net Income in tax filings
  • 50 1099-MISC, W8 BEN, and W8 BEN-E forms — your tax preparer will prepare and send these forms to domestic contractors, foreign contractors, and foreign vendors 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 state-level and city-level tax filings (available for $500/jurisdiction)
  • Additional foreign subsidiaries (available at $1,000/subsidiary)
  • Foreign founder filings (available at $500/filing)
  • Support for foreign bank accounts (available at $500/filing)
  • Switching tax accounting method change — e.g. from cash to accrual ($2,000)

Other notes

  • You’ll have a dedicated tax preparer available via email for any and all tax questions
  • You can communicate with your tax preparer as much as you need
  • All the deliverables are included in the flat subscription rate (not billed hourly)
  • Your Pilot tax preparer works seamlessly with your Pilot account manager to prepare your tax returns

Subscription does not include

  • Sales tax advice, calculations, collections, or filings
  • R&D tax credit studies and filings
  • Collection of vendor W-9s
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