Privacy Policy

Effective Date: April 28, 2026 · Last updated: April 28, 2026

TaxOwl Advisors is operated by CKT Ventures, LLC ("we," "us," or "our"). This Privacy Policy explains how we collect, use, and protect your information when you use our website and tax preparation services.

Information we collect

Client information

When you engage TaxOwl Advisors for tax preparation or planning services, we collect your name, email address, phone number, mailing address, Social Security Number, date of birth, and other personal information necessary to prepare your tax return.

Tax return data

We collect financial information necessary to prepare your tax return, including but not limited to wage information (W-2), self-employment income (1099, Schedule C), investment income (1099-DIV, 1099-B, 1099-INT), property records, foreign account information, and supporting documentation. This data is collected through our secure document portal, encrypted messaging, or directly from you.

Payment information

We use Stripe to process payments. We do not store your full credit card number on our servers. Stripe's privacy policy governs payment data handling.

Usage information

We collect information about how you interact with our website, including pages visited, time spent, and referring sources. This is used for site improvement and is not tied to your tax preparation engagement.

How we use your information

We use your information to:

• Prepare and file your federal and state tax returns.
• Communicate with you about your engagement.
• Process payments and provide receipts.
• Provide year-round support and tax planning advice.
• Comply with IRS and state tax authority requirements for return preparation, e-filing, and recordkeeping.
• Improve our services.

We do not sell your personal information to third parties.

IRS §7216 disclosure consent

Federal law (IRS §7216) restricts how tax return preparers may use and disclose taxpayer information. We obtain your written consent before using or disclosing your tax return information for any purpose other than preparing your return. Your engagement letter and intake forms include the §7216 consent language required by federal regulation.

Data security

We implement industry-standard security measures including:

• SSL/TLS encryption for all data transmission.
• Secure document portal hosted by IRS-compliant providers.
• Multi-factor authentication and access controls.
• A written Information Security Plan (WISP) as required of all federal tax preparers.
• Regular security monitoring and audit logging.

Tax return data is stored and processed under IRS-compliant security controls.

GLBA Privacy Notice

As a tax preparer, TaxOwl Advisors is a "financial institution" under the federal Gramm-Leach-Bliley Act (GLBA) for purposes of safeguarding nonpublic personal information about clients. We collect such information solely for the purpose of preparing your tax returns and providing related services. We do not disclose any nonpublic personal information about clients or former clients to anyone, except as permitted by law (such as to our clients themselves, the IRS or applicable tax authorities, or our service providers, all of whom are obligated to maintain confidentiality). We restrict access to nonpublic personal information about you to those employees who need to know that information to provide services to you, and we maintain physical, electronic, and procedural safeguards that comply with applicable federal regulations to guard your nonpublic personal information.

Third-party services

We use the following third-party services:

• CrossLink (Petz Enterprises) — tax preparation software and integrated client portal (document upload, e-signature, status tracking, secure messaging).
• Stripe — payment processing.
• Hostinger — email and website hosting.
• IRS and state tax agencies — e-file transmission endpoints.
• Formspree — contact form processing.

Each service has its own privacy policy governing data handling. We select third-party services that meet IRS data security standards.

Data retention

We retain your client information for the duration of our engagement and for a period afterward consistent with IRS recordkeeping requirements (generally a minimum of three years from the filing date, often longer based on the type of return and applicable statutes). After that period, records are securely destroyed. You may request a copy of your retained records at any time.

Your rights

You may request to:

• Access the personal information we hold about you.
• Correct inaccurate information.
• Receive a copy of your tax returns and supporting records.
• Discontinue our services at any time, subject to engagement letter terms.
• Have your data deleted, subject to legal retention requirements (most tax-related records must be retained per IRS rules).

To make a request, email us at hello@taxowladvisors.com.

Florida residents

TaxOwl Advisors is a Florida limited liability company. Florida residents have rights under the Florida Information Protection Act (FIPA) and the Florida Deceptive and Unfair Trade Practices Act (FDUTPA). Notification of any data breach affecting Florida residents will be made in accordance with FIPA's requirements.

Children's privacy

TaxOwl Advisors does not knowingly collect or solicit personal information from children under the age of 13. Tax returns for minor children may be filed under the engagement of a parent or legal guardian.

Changes to this policy

We may update this Privacy Policy from time to time. We will notify you of significant changes by email or by posting a notice on our website. Continued use of our services after changes constitutes acceptance.

Contact us

For corrections or additional questions, email hello@taxowladvisors.com.