Frequently asked questions.

No. TaxOwl Advisors is a tax preparation practice run by two PTIN-registered preparers. A PTIN (Preparer Tax Identification Number) is the IRS-issued credential required to prepare tax returns for compensation. If your situation truly requires CPA-level representation (e.g., financial statement attestation, Tax Court representation), we'll refer you to someone who provides that.

We operate as a remote-first practice serving clients nationwide. Our preparers are based in Florida, but we file federal and state returns for clients in all 50 states. Everything runs through our secure TaxOwl Advisors portal.

Deliberately small. Two PTIN-registered preparers. That's the entire team. Small isn't a limitation, it's the model. Two preparers means continuity and accountability.

Yes, within capacity. If you book a discovery exchange and we're at capacity for the current season, we'll either start preparation for an extension-based filing or refer you to another practice.

Individual returns (Form 1040), S-Corporation returns (1120-S), Partnership/LLC returns (1065), C-Corporation returns (1120), Trust & Estate returns (1041), Non-Profit returns (Form 990), Gift tax returns (709), amendments (1040-X), and prior-year returns. We routinely handle multi-state, K-1s, equity comp, real estate, foreign income.

Yes. K-1s are a TaxOwl Advisors specialty. Our Premium tier covers up to 3 K-1s; additional K-1s are $50 each. Owner Bundle tiers also include K-1 handling. If your K-1 arrives late, we file an extension and complete prep when the K-1 lands.

Yes. Equity comp is included in our Standard tier and beyond. We catch the cost-basis adjustment that most preparers miss when 1099-B reporting doesn't account for the income already on your W-2. We also handle ISO AMT calculations and ESPP qualifying vs. disqualifying dispositions.

Yes, for clients with manageable transaction counts. If you have thousands of transactions across multiple exchanges, you may need a specialized crypto-tax aggregator (CoinTracker, Koinly, etc.) before we begin prep.

Yes. Standard tier includes one state at no additional charge; additional state returns are $75 each (individual) or $150 each (business). Premium tier typically covers multi-state situations within the base fee.

IRS notice response is covered in some tiers; otherwise priced per notice type ($225-$600 depending on complexity). For audit examinations and document responses, we represent you. For Tax Court litigation, we refer you to a qualified tax attorney.

No. Bookkeeping is handled by our sister practice TaxOwl Books — separate engagement, separate pricing. Tell us in discovery if you need bookkeeping; we'll connect you.

7-10 business days from full document receipt to a draft return. Total elapsed time from when you engage to a filed return depends on how quickly you complete your tax organizer and upload documents. Most clients complete the full journey in 3-4 weeks.

If you can't realistically file by April 15, we file Form 4868 (individual) or 7004 (business) on your behalf at no additional charge within an active engagement. An extension extends the time to file, NOT the time to pay.

Through your secure TaxOwl Advisors portal — drag-and-drop, upload via mobile app, forward email attachments to your personal upload address, or take a photo with your phone.

Yes. TaxDome uses SOC 2 Type II audited infrastructure with encryption at rest and in transit. Stripe handles payment processing — your card number never touches our systems.

Yes. That's the entire model. The two-preparer team handles your return this year, next year, and every year you stay with us.

Flat fees, published on our pricing page before you engage. The fee you see is the fee you sign. No hourly billing. No per-form upcharge. See Pricing FAQ for details.

Book a free 15-minute Discovery Exchange. By the end of the call, you'll know whether TaxOwl Advisors is the right practice for your return.