Strategic tax guidance for complex financial lives.
Protect what you've built.
TaxOwl Advisors serves professionals, executives, business owners, investors, and households with complex tax situations — from multi-state income and equity compensation to K-1s, rentals, and growing businesses.
Prefer text or email? The whole process works async through the secure client portal — no call required. Want reassurance first? Request an Optional Fit Call.
Built around complexity, not income brackets.
We help people whose work, investments, businesses, property, or life transitions create tax decisions that deserve more than a once-a-year transaction.
Physicians & healthcare professionals
Multiple employers, 1099 income, practice ownership, student-loan considerations, retirement plans, and demanding schedules coordinated in one tax strategy.
Executives & corporate employees
Bonuses, RSUs, ISOs, ESPP holdings, deferred compensation, AMT exposure, and career moves with tax consequences across multiple years.
Business owners
S-corporations, partnerships, owner compensation, K-1s, basis tracking, retirement-plan choices, and business decisions that flow directly into the personal return.
Investors
Capital gains, wash sales, concentrated positions, private-company equity, digital assets, carryforwards, and transaction timing viewed across the whole portfolio.
Real estate professionals
Rental portfolios, depreciation, passive-activity rules, property sales, 1031 exchanges, cost-segregation considerations, and multi-entity reporting.
Multi-state taxpayers
Relocations, remote work, traveling roles, business nexus, nonresident filings, and income allocations handled as one coordinated filing position.
Retirees with multiple income sources
Pensions, Social Security, investment income, required distributions, Roth-conversion timing, charitable giving, and changing state residency.
Families with growing complexity
Households balancing equity compensation, side businesses, investments, property, dependents, trusts, and major financial decisions across generations.
Where tax software stops.
Four kinds of work we do that software can't.
We plan across years, not just file this one.
Equity vesting windows, Roth conversion timing, charitable-giving structure, AMT exposure, multi-year capital-loss carryforwards — modeled before the decision, not reconstructed after the W-2 lands.
One strategy, not three returns in parallel.
Your S-Corp's W-2. Your 1040's K-1. Your spouse's income. Your rental's depreciation. Reconciled in one file, by your senior specialist — the same person who took your call in October.
The work tax software skips.
Wash-sale corrections, basis errors, AMT triggers, state apportionment, prior-year carryovers. The 5–10% of a complex return that turns “filed” into “filed correctly” — and that volume firms don't have hours for.
Secure tools, included.
Secure document exchange, remote signatures, year-round portal access, and audit-support tools are included with every TaxOwl Advisors engagement.
What we do
Annual tax preparation, proactive strategy, and ongoing accounting work. Tax and accounting services only — we don't sell investments, insurance, or financial products.
Individual returns (1040)
Federal + state. Schedules A, B, D, E as needed. Multi-state allocation. Life-event guidance built in.
- Free e-file, federal + state
- Amended returns (1040-X) supported
- Prior-year catch-ups available
Schedule C & freelancer returns
1040 with Schedule C / SE-tax calculations, quarterly estimate planning, home office & mileage optimization.
- Quarterly estimate scheduling
- Retirement contribution guidance
- Section 179 & bonus depreciation
S-corp & partnership returns
1120-S and 1065 preparation. Reasonable-comp analysis, K-1 issuance, basis tracking, distribution planning.
- Reasonable compensation analysis
- Owner basis & AAA tracking
- Late-election (2553) preparation
Tax planning sessions
One-off or quarterly engagements to model decisions before they happen — entity elections, retirement timing, asset sales.
- Multi-year tax projection
- Scenario modeling (e.g., Roth conversion)
- Year-end acceleration & deferral
Amendments & late returns
Fixing returns filed incorrectly by you or another preparer. Back-year catch-ups for filers who got behind.
- 1040-X / 1120-S-X / 1065-X
- Missed-year returns (up to 6 years)
- Penalty abatement requests
TaxOwl Books
Bookkeeping is delivered by vetted specialists, with TaxOwl retaining tax oversight and coordinating the year-end books-to-tax handoff.
- Vetted bookkeeping specialist matched to your business
- Tax-aware oversight throughout the engagement
- Coordinated year-end books-to-tax transition
Learn more →
Beyond annual filing.
What complex-return clients actually need between Aprils — IRS letters, payroll filings, and withholding strategy.
Got an IRS letter?
CP2000, balance-due, verification, math-error, first-time penalty abatement — we draft your written response and prepare supporting documentation. You sign and submit. Flat fees from $225–$600 depending on notice type.
Run payroll for an S-corp?
Quarterly Form 941 ($200/qtr), annual Form 940 ($150), state unemployment returns ($100/qtr). Routine compliance handled so you can run the business. Bundled with annual return prep at preferred rates.
Withholding on track?
RSU vesting at 22% when you're in the 32% bracket. Bonuses under-withheld. Multi-state work creating gaps. Run our free withholding check tool to see if you're meeting safe harbor — takes 2 minutes.
How it works
Four steps, no surprises, with scope and pricing confirmed before work begins.
Secure intake and fit check
Create your portal account, select the service you need, and complete the appropriate intake. Most clients can begin without a call.
Scope, pricing, and engagement
We confirm scope and pricing in writing and send the engagement for signature before work begins.
Secure document exchange
Upload documents through our encrypted secure folder. We ask clarifying questions, draft the return, and review with you.
Review, e-sign, e-file
Review the return through secure messaging — annotated walkthrough you can read on your own time. You remote-sign (KBA-verified), we e-file, and you keep a PDF copy forever.
Transparent pricing
Starting prices are shown below. Final scope and pricing are confirmed after we review your secure intake.
Included with every new engagement — withholding review (Federal Only) · Diagnostic Report (Essential / Standard) · multi-year carryforward audit (Premium) · reasonable comp analysis (S-corp). Engage by Feb 15 with documents in hand and save 10% on individual returns. See the what's included at each tier and the discount programs.
Prices rise with complexity — rental properties, multi-state allocations, K-1s, crypto activity, and similar items add to the base. You will receive the complete scope and flat fee before committing to an engagement.
Senior specialists. Direct access. Not a call center.
TaxOwl Advisors is a Tampa Bay-based tax practice serving clients across the country through a secure virtual workflow. You're matched with a senior specialist who handles your intake, prepares your return, reviews it with you, and stays your contact through any follow-up. No call-center routing, no junior preparers handed your file, no surprise reassignments mid-season.
The name "Advisors" reflects how the work is done — we look ahead, not just backward. Annual returns are the floor, not the ceiling. Planning conversations happen year-round, not just in April.
- CKT Ventures, LLC — Florida limited liability company, Sunbiz document #L24000276468. Verify on Sunbiz →
- AFSP credentials — both specialists hold an active IRS Annual Filing Season Program (AFSP) Record of Completion, listed in the IRS Directory of Federal Tax Return Preparers.
- PTINs — registered and active with the IRS. PTINs are held by individual preparers; available peer-to-peer for verification by request.
- Education — M.S. Taxation in progress at Penn State Smeal College of Business (expected 2027). MBA, Accounting concentration, Keller Graduate School of Management (DeVry University). Bachelor of Science, Computer Science, Troy University.
- NATP membership — current member of the National Association of Tax Professionals through January 2027.
- Tax practice history — 2007 to present (19 years of preparation experience).
Active IRS AFSP Record of Completion, Preparer Tax Identification Number (PTIN), and Electronic Filing Identification Number (EFIN). Tax and accounting services only — we are not CPAs, attorneys, or registered investment advisors, and we do not issue compilation, review, or audit opinions. See footer for full scope disclosure.
Frequently asked
Six questions we hear from almost every new client.
Are you a CPA or Enrolled Agent?
No. TaxOwl Advisors operates as an AFSP-credentialed, PTIN-registered tax preparation practice — credentialed by the IRS to prepare and e-file federal and state tax returns for compensation. We are not a CPA firm or an Enrolled Agent practice. Our work covers tax preparation, tax strategy, and accounting/bookkeeping services; we do not issue compilation, review, or audit opinions, and we do not offer investment or financial-planning advice. Representation rights before the IRS are limited to examinations of returns we personally prepared and signed, per Treasury Department Circular 230.
How is a specialist different from a preparer?
A preparer completes the return in front of them. A specialist asks what decisions you're making this year that will show up on next year's return — and gives you a tax-aware answer before you make them. Same person, different posture. We aim for the latter.
Do I need to be in Florida to work with you?
No. The practice is Tampa Bay-based, but we serve clients in every state via a secure document portal and encrypted text/email messaging. Multi-state returns are handled regularly.
What if I've filed late or missed years?
We handle missed-year catch-ups going back up to six years, late S-corp elections (Form 2553), and penalty abatement requests where the facts support one. The intake form is the right place to scope it.
Will my data be secure?
Yes. All document exchange happens through encrypted secure folders — no email attachments. We maintain a written Information Security Plan (WISP) as required of all federal tax preparers, and we verify client identity with knowledge-based authentication (KBA) before any e-signature or filing.
How do I get started?
Create your secure portal account and complete the appropriate intake. We review scope and fit, then send engagement options and pricing before any work begins.
Start with secure online intake
Select the service you need and begin through the secure client portal. Most clients can receive the appropriate engagement options without a call. If your situation needs clarification, TaxOwl will invite you to a short complexity review.
Direct contact
Email:
hello@taxowl.co
Phone:
(813) 790-9269
Ready to get started?
Hours:
Tax season: Mon–Sat, 9 AM–7 PM ET
Off-season: Mon–Fri, 9 AM–5 PM ET
We reply to every inquiry within one business day. If you're on a deadline (notice, extension, quarterly estimate), flag that in your message and we'll move it up.