Talk with us.
Three ways to book — pick what fits your situation.
Calls happen by phone or Google Meet — or skip the call entirely: the whole process runs by text and email through the secure client portal, start to filed return. No call is ever required. We confirm within one business day. Tampa Bay-based, serving clients nationwide.
Tax Strategy Discovery
Free • 15 minutes
A free 15-minute conversation about your situation. We listen first — prior year, life changes, complexity, expectations — then tell you honestly whether TaxOwl Advisors is the right practice for your return. If we're not the right fit, we'll tell you who is.
What you walk away with: clarity on fit · a flat-fee quote on the call · or a warm referral if we're not your match.
Tax Planning Consultation
$400 • 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 your Tax Strategy Discovery
A 15-minute conversation is short. Here's how we make it useful.
- You talk first. We ask about your situation — the return, what's prompting the search, prior-year context, life events — and we listen without interrupting.
- We ask targeted questions. Income sources, states, business entities, equity comp, real estate — enough to understand the tax work involved.
- 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 an answer. If we're a fit — your flat fee on the call and an engagement letter the same day. If we're not — names of two preparers who are.
What we won't do: ask you to schedule a second call to find out the price, quote without understanding your situation, or pretend to be a fit when we're not.