About TaxOwl Advisors

Senior preparers. Direct access. Not a call center.

Tampa-based virtual practice. Clients in every state.

TaxOwl Advisors is a Florida-based tax practice serving clients across the country through a secure virtual workflow. You're matched with a senior preparer 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 FIRM

Built around senior judgment, not volume.

TaxOwl Advisors is the public-facing brand of CKT Ventures, LLC, a Florida limited liability company. The practice operates virtually nationwide, prepares federal and all-state tax returns for individuals and small businesses, and is led by an experienced PTIN-registered preparer with nineteen years of preparation history.

The "Advisors" in TaxOwl Advisors reflects how the work is done. Annual returns are the floor, not the ceiling. Planning conversations happen year-round, not just in April. The same senior preparer who prepares your return is the person who answers your call in October.

Verifiable credentials

  • CKT Ventures, LLC — Florida limited liability company, Sunbiz document #L24000276468. Verify on Sunbiz →
  • IRS Preparer Tax Identification Number (PTIN) — registered and active with the Internal Revenue Service. PTIN held by an individual preparer; available peer-to-peer for verification by request.
  • IRS Electronic Filing Identification Number (EFIN) — issued by the IRS and used for all federal e-filing.
  • National Association of Tax Professionals (NATP) — current member through January 2027.
  • Education — Master of Business Administration (Accounting concentration) and Bachelor of Science (Computer Science). Verifiable peer-to-peer by request.
  • Tax practice history — 2007 to present (19 years of preparation experience).

What we do — and what we don't

TaxOwl Advisors provides tax and accounting services only — federal and state tax preparation, tax strategy, and bookkeeping/accounting engagements. We hold an IRS Preparer Tax Identification Number (PTIN) and an Electronic Filing Identification Number (EFIN), but we are not a CPA firm, law firm, Enrolled Agent practice, or a registered investment adviser. We do not issue compilation, review, or audit opinions, and we do not provide investment advice, securities recommendations, insurance products, or legal advice. Clients needing those services are referred to appropriately licensed professionals.

Under IRS Circular 230 and applicable law, a PTIN-only preparer's representation rights are limited to the specific returns that preparer personally signed and prepared. For audit defense, collections, appeals, or other IRS matters outside this scope, we refer clients to an Enrolled Agent or tax attorney.

How to reach us

Email: hello@taxowl.co
Phone: (813) 790-9269
Schedule a 15-minute call: /book-consult/
Get a fixed quote: /get-a-quote/
Existing clients: portal.taxowladvisors.com · /returning/

See full service scope, pricing, and engagement flow on the homepage — or jump straight to pricing.