TaxOwl Advisors operates as a focused tax preparation practice. When clients need work outside our scope — IRS representation, complex legal structures, or services we don't provide — we refer to credentialed partners we trust.
We maintain relationships across these categories. Specific partner firms are introduced on a case-by-case basis based on your situation.
For audit defense, IRS appeals, Offer in Compromise applications, installment agreement negotiation, and any work requiring unlimited representation rights before the IRS.
For tax court petitions, complex planning structures requiring legal opinion, estate planning that interacts with tax filings, and disputes that move beyond IRS administrative resolution.
For ongoing month-end close, accounts payable/receivable management, and the bookkeeping work that sets up clean tax preparation. Especially for S-corp and partnership clients.
For investment management, retirement income planning, and integrated financial planning. We do not provide investment advice — but we coordinate with your RIA so the tax strategy aligns with your portfolio strategy.
For health insurance (especially HSA-eligible plans for self-employed clients), life insurance with tax planning implications, and business insurance for our S-corp clients.
For wills, trusts, beneficiary designations, and estate transfer strategies. We prepare 1041 fiduciary returns and Form 709 gift tax returns; they handle the legal architecture.
Email us with a brief description of what you need. We'll either confirm we can handle it ourselves, or connect you with the right partner.
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