Scope of services & representation limits.

1. Scope of services

TaxOwl Advisors (operated by CKT Ventures, LLC, a Florida limited liability company) provides tax and accounting services only — specifically:

• Federal and state tax preparation (individual, S-corp, partnership, C-corp, trust, non-profit)
• Tax planning and projection modeling
• Bookkeeping, payroll, and sales-tax compliance (under the TaxOwl Books offering)
• IRS notice response (correspondence-stage CP-series notices: CP2000, CP14, CP59, math-error notices, penalty abatement requests)
• Amended returns (Form 1040-X, 1120-S-X, 1065-X) and prior-year catch-ups

We hold an IRS Preparer Tax Identification Number (PTIN) and an Electronic Filing Identification Number (EFIN). All federal and state e-filing is performed under those credentials.

2. What we are not

We are not any of the following:

• A Certified Public Accounting (CPA) firm. We do not issue compilation, review, or audit opinions on financial statements.
• A law firm. We do not practice law, draft legal documents, or provide legal opinions.
• An Enrolled Agent (EA) practice. (Note: we may employ or partner with EAs from time to time; if so, that is disclosed at engagement.)
• A registered investment adviser (RIA), broker-dealer, or insurance producer. We do not recommend, sell, or evaluate investment securities, insurance policies, or annuities.
• A financial planning firm in the comprehensive-planning sense. Tax-aware decision support is part of our work; comprehensive financial planning is not.

Clients needing services outside our scope are referred to appropriately licensed professionals on request.

3. Representation limitations under IRS Circular 230

Under IRS Circular 230 and applicable Treasury regulations, a PTIN-only preparer's representation rights before the IRS are limited to the specific returns that preparer personally signed and prepared. Specifically:

• We can represent a client at the correspondence-examination stage (CP-series notices) for returns we prepared.
• We cannot represent a client in office or field examinations (audits), in collections proceedings, or in appeals — including for returns we prepared.
• For audit defense, collections matters, IRS appeals, or tax court representation, we will refer the client to an Enrolled Agent or tax attorney.
• We do not represent clients on returns prepared by another preparer.

4. Quote-and-engagement process

All work is performed under a written engagement letter that names the scope, the fee, and the deliverable. We do not bill hourly. We do not perform work outside the agreed scope without a written change order. Estimates given before engagement are best-effort; final fees are confirmed in the engagement letter once intake review is complete.

5. Past-results disclaimer

Past results do not guarantee future outcomes. Tax outcomes depend on each client's specific facts, applicable law at the time of filing, and timely delivery of accurate information by the client. Reviews and testimonials shown elsewhere on this site reflect individual client experiences and are not a guarantee of similar results.

6. Information on this website

Articles, FAQ entries, calculator outputs, and other educational content on this website are general information only — not advice for any specific client situation. Tax law changes; some content may become outdated between updates. For decisions that affect your filing or tax position, get a written opinion as part of an engagement.

7. Privacy & data security

Document exchange happens through encrypted secure folders (TaxDome). We maintain a written Information Security Plan (WISP) as required of all federal tax preparers under IRS Publication 4557 and the FTC Safeguards Rule. Knowledge-based authentication (KBA) is used to verify client identity before e-signature or filing. See /privacy/ for full data-handling disclosures.

8. Contact for compliance, complaints, or scope questions

Email: hello@taxowl.co
Phone: (813) 790-9269
Mail: CKT Ventures, LLC dba TaxOwl Advisors, 16350 Bruce B. Downs Blvd., PMB 47133, Tampa, FL 33647

For questions about a preparer's PTIN or EFIN status, the IRS Directory of Federal Tax Return Preparers is the authoritative public source. CKT Ventures, LLC's Florida registration is verifiable on Sunbiz under document number L24000276468.