A call is optional.
Most new clients can start securely online without a meeting.
Start the secure intake to select your service and receive the appropriate engagement options. Use the optional Fit Call if you want reassurance before engaging. TaxOwl may invite you to a short complexity review when your intake needs clarification.
Optional Fit Call
Complimentary • 15 minutes
A brief fit conversation for reassurance before you engage. We confirm whether TaxOwl is likely to fit and direct you to the secure intake or a better resource.
Not tax planning: this call does not include return review, calculations, or written recommendations.
Tax Planning Consultation
$250 • 60 minutes + 4 quarterly check-ins
A focused planning session on your tax situation — estimated tax, deduction strategy, entity decisions, retirement contributions, withholding. Credit applied if you engage TaxOwl for tax prep within 30 days.
Major Transaction Consultation
$400 • 60 minutes
For one-time events with significant tax impact: home sale, 1031 exchange, equity comp event (ISO/RSU/ESPP), business sale, large capital gain, inheritance. We model the tax consequences so you can act strategically.
What happens in an Optional Fit Call
This is a brief fit check, not a tax-strategy session.
- You give us the short version. Tell us what service you need and what prompted your search.
- We ask only the questions needed to check fit. Detailed personal and tax information belongs in the secure portal, not on this call.
- We check for fit honestly. If you need work outside our scope (audit defense in IRS Appeals, CPA-signed financial statements, Tax Court representation), we'll say so.
- You leave with a next step. If we're likely a fit, you start the secure intake. If not, we'll tell you promptly.
Invitation-only complexity review: after intake, TaxOwl may request a short scope call for unusual entities, foreign reporting, extensive cleanup, multiple unfiled years, or another pricing exception.