Every return is prepared and reviewed by a senior preparer. Year-round support is included. The price you see is the price you pay — no hourly mystery bills, no surprise scope expansions.
Get a personalized quoteReply within 1 business day · Fixed quote in writing before you commit · No sales pressure
Not sure which tier is right? Use the tax organizer form — it asks a few targeted questions and recommends a tier based on your actual situation.
Residents of no-state-tax states with no out-of-state income.
Federal + one state. Straightforward W-2 filing.
Investments, itemized deductions, or a small side business.
Complex situations and high-income professionals.
Flat-fee pricing scaled to revenue, owners, and complexity. All business returns include K-1 preparation and balance sheet reconciliation.
Under $250K revenue.
$250K – $1M revenue.
Over $1M revenue.
One engagement, one preparer, one consistent tax strategy across your business and personal lives.
Small Business return ($1,000) + Personal Standard ($500). Bundle saves $200 vs. unbundled.
Choose this bundleGrowing Business return ($1,500) + Personal Premium ($850). Bundle saves $150.
Choose this bundleEstablished Business return ($2,500) + Personal Premium ($850). Bundle saves $150.
Choose this bundle10% off each additional personal return when a business engagement includes returns for 2+ owners. Apply on the quote form.
Transparent line items — added only when scope expands beyond the base tier.
| Service | Flat fee |
|---|---|
| Additional state return (individual) | $75 |
| Additional state return (business) | $150 |
| Additional rental property beyond tier limit | $100 each |
| Additional K-1 beyond tier limit | $50 each |
| Prior year individual return | Package + $100 |
| Prior year business return | Package + $150 |
| Amended individual return — we prepared the original | $300 |
| Amended individual return — someone else prepared the original | $450 |
| Amended business return — we prepared the original | $600 |
| Amended business return — someone else prepared the original | $850 |
If you receive an IRS notice, we can help draft a written response and prepare supporting documentation. You sign and submit it yourself. We don't act as power of attorney or negotiate with the IRS on your behalf.
| Notice type | Flat fee |
|---|---|
| CP2000 (underreporter inquiry) — response preparation | $600 |
| Balance due notice — response preparation | $375 |
| Verification notice — response preparation | $300 |
| Math error notice — response preparation | $225 |
| First-time penalty abatement letter (no dispute) | $400 |
| Service | Flat fee |
|---|---|
| Gift tax return (Form 709) | $600 |
| Simple trust return (Form 1041) | $1,000 |
| Complex trust return (Form 1041) | $1,500 |
| Service | Flat fee |
|---|---|
| Quarterly Form 941 | $200 / quarter |
| Annual Form 940 | $150 |
| State unemployment return | $100 / quarter |
Already engaged for tax prep? Year-round consultation access is included. These rates apply to standalone consultations.
| Service | Flat fee |
|---|---|
| Discovery exchange (text or email — initial intake review) | Free |
| Tax planning consultation (1 hour, written delivery) | $250 |
| Prior-year review of another preparer's work | $200 |
| Major transaction consultation (1 hour) | $250 |
Consultation fees are credited toward your service cost if you engage within 30 days.
TaxOwl Advisors is a PTIN-only practice (see disclosures below). Some IRS work requires unlimited representation rights — CPA, EA, or attorney credentials we don't hold. When you need that work, we refer to a credentialed partner.
The following work requires unlimited representation rights before the IRS under Treasury Department Circular 230. We maintain referral relationships with select CPA firms and tax attorneys for these cases:
Initial consultation about whether you need this kind of help is free. If you do, we'll connect you with a partner firm and stay involved as your prep contact.
| Discount | Amount | Eligibility |
|---|---|---|
| Founding Member rate | Today's prices + CPI-only annual adjustment | First 50 households. Closes April 15, 2027 (or at 50 households). |
| Referral credit | $50 each (both parties) | Any successful referral that becomes an engaged client. Stacks with FM rate. |
| Early bird | 5% off individual returns | Documents received and engagement signed by January 31. |
| Active military | 10% off individual returns | Active-duty military ID required. |
| Multi-year client | 10% off individual returns | 4+ consecutive years engaged. |
Discounts cannot be combined except where noted. The Founding Member rate is exclusive of other discounts but stacks with the $50 referral credit (rewards founding members for evangelizing the practice).
Take 5 minutes to fill out the tax organizer. We respond via text or email within 1 business day with a fixed quote in writing.
Start the tax organizerAudit support means: providing copies of your prepared return, supporting documents, and answering preparer-side questions if the IRS contacts you about a return we prepared. It does not include representation. For full audit defense, we refer to a credentialed partner (see "What we don't do").
TaxOwl Advisors preparers hold an active Preparer Tax Identification Number (PTIN) issued by the Internal Revenue Service. We are not Certified Public Accountants, Enrolled Agents, or attorneys. Our representation rights before the IRS are limited per Treasury Department Circular 230. Initial consultations about whether your situation requires credentialed work are free.
Our Privacy Notice describes how we collect, use, store, and protect your tax return information. We obtain your written consent under IRS §7216 before using or disclosing your tax return information for any purpose other than preparing your return.
All client work is governed by a written engagement letter that must be signed before we begin. The engagement letter sets out scope, fees, payment terms, dispute resolution, and termination rights. The flat fee quoted is the price you pay for in-scope work; if scope expands during preparation, we notify you before doing additional work.
Standard turnaround is 7-10 business days after all documents are received. Rush service is not available. All services are priced as listed; situations beyond our standard scope are referred to specialist firms. Payment is due upon receipt of the invoice. Work begins once payment and complete documents are received and the engagement letter is signed.
Full refund if no work has been performed. Fees for work performed in good faith are non-refundable. If you believe our work was deficient, the dispute resolution process in your engagement letter governs.
TaxOwl Advisors is a Florida limited liability company (CKT Ventures, LLC dba TaxOwl Advisors — Sunbiz #L24000276468). Florida consumers have rights under the Florida Deceptive and Unfair Trade Practices Act (FDUTPA). See engagement letter for our dispute resolution process.
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