Bright glass office atrium with potted trees and sage chairs

About AutoTaxPilot

AutoTaxPilot is a Houston-based online bookkeeping, accounting and tax firm serving small businesses and self-employed owners across the United States, with flat monthly plans from $149.

Why we built AutoTaxPilot

AutoTaxPilot was created to give small businesses the same financial discipline large companies enjoy, without complexity or inflated costs. Built by experienced professionals, we focus on clarity, consistency, and proactive guidance. Our subscription-based approach helps business owners stay compliant, reduce tax risk, and confidently grow with numbers they trust.

Shop owner on a phone call while packing a customer order

AutoTaxPilot at a glance

What we do
Monthly bookkeeping, financial reports, business tax returns, sales tax, business setup and year-round tax planning, including S-corp reviews. Payroll is a separate add-on.
Who we serve
Small businesses and self-employed owners: startups, professional services, retail and ecommerce, health practices and franchises.
Where
Based in Houston, Texas, and working with clients nationwide, fully online.
Pricing
Flat monthly plans from $149 a month on a 1-year plan, or $199 month-to-month. Your price is locked for 12 months.
Who does the work
A dedicated bookkeeper reviews your books every month, and a CPA reviews anything with a tax impact.
Software
QuickBooks Online, with bank feeds or uploads through our secure client portal.
Guarantee
Books ready by the 15th or that month’s fee is refunded (every plan except Starter), and a first-month refund if you cancel in 30 days.
Deadlines
On Bookkeeping & Tax, we work to the federal filing calendar for you: estimated taxes, 1099s, S-corp and partnership returns, and owner returns. Small business tax deadlines for 2027

Our Mission

Our mission is to simplify bookkeeping, accounting, and tax strategy so small business owners gain clarity, confidence, and control over their financial decisions.

Bookkeeper working through a spreadsheet Boutique owner taking stock of her inventory

Our Vision

Our vision is to become the most trusted accounting partner for small businesses by delivering transparency, proactive insights, and stress-free financial management nationwide.

Not happy in 30 days? We refund your first month.

A dedicated bookkeeper backed by a CPA, AI that keeps your books current, and one flat monthly price. Book a free 15-minute call to get started.

Get in Touch With Us

Small business owner packing customer orders

We Respond Within 24 Hours

Got a question or ready to get started? Reach out using the form or send us an email. We’ll get back to you within one business day.