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. Financial Calculators
TaxOwl Advisors calculators (free, no signup)
- Tax Planning Snapshot — instant personalized report
- Withholding & Safe-Harbor Check
- Multi-State Filing Helper
- State Move Tax-Impact Estimator
- California RSU Sourcing Calculator
- New York Convenience-of-the-Employer Rule Checker
- Pennsylvania Local Earned Income Tax (EIT) Lookup
External tools we trust
From the IRS
From the SSA
From major institutions
3. 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
4. Secure Tax Organizers
Tax organizers and document requests are assigned inside the authenticated TaxDome client portal. Do not send Social Security numbers, identity documents, tax forms, or bank information through ordinary email or a public website form.
Open the secure client portal →
Not a client yet? Start Secure Intake to create your secure portal account and begin the appropriate intake.
Have a specific question?
The fastest path is the secure online intake. Most clients can begin without a call.
Tax Preparation. Tax Strategy. Business Tax. 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.