Tax Preparation & Financial Planning for Pilots

A Tax, Financial, and Retirement Planning Program Designed Specifically for Aviation Professionals & Enthusiasts

Being a pilot is a wonderful privilege. Whether you fly commercially, for private charters, or are a recreational enthusiast, you have an important job and unique skillset. We work with pilots of all ages, across industries, helping them connect their passion with financial planning. We’ve built a process specifically for aviators, covering every area of tax preparation, investment and estate planning, as well as the areas of financial life specifically related to your love for flying.

  • Invest Wisely

    Whether your company’s offered retirement plan, or your own savings, it’s imperative your assets are working towards your goals, especially if your flight employment falls under the Part 121, age-65 forced retirement.

  • Minimize Taxes

    Pilots can have interesting tax complications. We can help you be tax efficient, now and in retirement, as well as prepare your return and maintain compliance. From state tax issues, to w-2 income, to recreational aircraft ownership, to rental arrangements, to leasing, and hobby deduction rules, we have you covered.

  • Live Uniquely

    A financial plan is more than just a document. It’s an exploration of where you are and where you want to be. To say it simply, we’re here to help you build the life you want.

Steven K. Howell,
CPA, CFP

We are CPAs and Certified Financial Planners®, not salespeople. As a fiduciary, our goal is singular: help you build the life and future you want.

Being a pilot takes years of training, and requires skill, patience, and dedication. We want to help you leverage your hard work and abilities to find the financial freedom you need.

Across the country we work with those flying under Part 121, Part 135, armed forces service, and hobbyists. All of our services are tailored to your needs and come with access to our mobile planning app. Message us below if you’re interesting in having a conversation to get to know each other.