Two specialists. Same engagement. Every return.
The people behind every return you file with TaxOwl Advisors.
We're deliberately small. That's the point. You won't be passed between preparers, handed to a junior, or treated like a number. Your return is prepared and reviewed by the same two AFSP-credentialed specialists every year — and that continuity is how we catch what less-engaged firms miss.
Chris
Principal · Tax Strategist · Founder
AFSP-credentialed · PTIN-registered · MBA · M.S. Taxation in progress (Penn State Smeal)
Chris founded TaxOwl Advisors to do tax preparation the way it should be done — with flat fees published before any work starts, real specialists handling every return personally, and the same point of contact for years, not just seasons.
What Chris handles: business owner bundles, S-corp and partnership returns, multi-state filings, equity compensation (ISO/RSU/ESPP), real estate investor portfolios, and the strategic conversations that happen between January and December — not just at filing time.
Kaley
Co-Principal · Operations
AFSP-credentialed · PTIN-registered · M.S. Counseling & Student Development
Kaley brings 16 years of executive leadership to TaxOwl Advisors.
What Kaley handles: organizer validation, document completeness checks, new-client onboarding experience design, and the operational systems that keep every engagement on schedule from intake to filing.
What you can count on
Flat fees, published online. Our pricing page shows exactly what you'll pay for each tier of return. No hourly surprises in April. No per-form upcharges.
Two specialists, same engagement. One specialist leads your return; the other reviews it. Both have PTINs. Both stay with you across years.
Year-round, not seasonal. Tax questions come up between filings. We respond within one business day off-season; same-day for Premium-tier clients during peak season.
Built for the complex return. TaxOwl Advisors is not a chain doing 30-minute W-2 returns. We're a small practice that takes the time complex returns require — K-1s, multi-state, foreign income, equity comp, real estate portfolios, business entity work, and the planning conversations underneath all of it.
Want to talk?
The fastest path is a free 15-minute Tax Strategy Discovery.
Or reach out directly:
Phone: (813) 790-9269 · Email: hello@taxowl.co