Welcome Back

Skip the marketing. Get to what you need.

If we've worked with you before — under TaxOwl Advisors or formerly as CKT Tax Pros — these are the five things you're probably here for. One click each.

01 · Client portal

Get to your secure folder

Sign in with the email we invited you on. You'll see only the folders, messages, and documents for your engagement. Lost your invite? Email us at hello@taxowl.co and we'll re-send within one business day.

Open client portal 02 · Organizer

Upload this year's documents

W-2s, 1099s, K-1s, brokerage statements — start with the tax organizer. Use your existing secure portal account to open the organizer and upload supporting documents.

Start the organizer 03 · Planning

Schedule a planning session

Major event coming up — RSU vest, home sale, business change, retirement decision? Year-round consultation is included with your engagement.

Pick a time 04 · Billing

Pay an invoice

Past invoices and your saved payment method live in your Stripe-hosted billing portal. Pay or update your card on file. We don't process payment over email — always through the portal.

Open billing 05 · Referrals

Refer a friend

If our work has earned the right to be recommended, we're grateful. We don't pay for referrals — but we honor them through a hand-written thank-you and, at two referrals in 12 months, a complimentary mid-year planning consultation.

See how →

Prefer mobile?

Download the TaxDome client app to upload documents from your phone, sign forms, and message us on the go.

Download for iOS ▶ Get it on Google Play

Sign in with the same email we invited you on at the web portal — same secure access.

A shorter organizer for returning clients

You should not repeat the full first-year organizer. After re-engagement, we send a secure returning-client organizer focused on changes since your last filing. Confirm what is still accurate, update what changed, and upload current-year documents through the portal. We may send supplemental questions only when a major life, business, or tax change requires them.

Need something not on this page?

Quick question, status update, scope change, document we didn't ask for, anything else — email hello@taxowl.co. We respond within 1 business day.