Tools, guides, and trusted references.
For clients and for anyone working through a complex tax situation.
If you're a current TaxOwl Advisors client, your portal is the first stop. If you're not yet a client and you find something here useful, let's talk.
1. Client Portal
The center of every TaxOwl Advisors engagement is the TaxOwl Advisors secure portal:
- Upload tax documents securely (no email attachments)
- Sign engagement letters and Form 8879 electronically
- Pay invoices (Stripe-secured, card or ACH)
- Send and receive secure messages tied to your return
- Download every document we've filed on your behalf, forever
- Track the stage of your current-year return in real time
Open your TaxOwl Advisors portal →
First-time login? Check your email for the TaxDome invitation. Lost it? Email hello@taxowl.co and we'll resend.
2. Downloadable Guides
Coming soon — a library of one-page guides on the topics our clients ask about most. The first guides in development:
- After-Closing Tax Checklist — for clients who recently sold a home, bought a rental, did a 1031 exchange, or moved between states
- Year-End Tax Document Checklist — what to gather before your organizer
- K-1 Tracker — deadlines and follow-up scripts for late K-1s
- Equity Compensation Quick Reference — RSU/ISO/NSO/ESPP basics + the cost-basis adjustment most preparers miss
- Multi-State Move Tax Guide — documentation and residency timing
- First-Time Landlord Tax Guide — depreciation setup, Schedule E basics, year-1 decisions
Have a topic you'd like covered? Email us.
3. Financial Calculators
External tools we trust:
From the IRS
From the SSA
From major institutions
4. Curated External Resources
Authoritative tax content
- IRS.gov
- Tax Foundation (non-partisan policy analysis)
- Tax Adviser Magazine (AICPA)
Financial planning education
Small business
Specialty topics
Have a specific question?
The fastest path is a free 15-minute discovery exchange.
Real preparers. Flat quotes. Built for the complex return.
Resources on this page are provided for general information. They are not specific tax, financial, or investment advice. Some link to third-party sites we do not control; we provide the links because we find them useful, not as endorsements.