If we've worked with you before — under TaxOwl Advisors or formerly as CKT Tax Pros — these are the five things you're probably here for. One click each.
Each engagement gets its own secure document folder — invitation comes by email when we kick off. Lost the invite or need a re-send? Email us and we'll resend within one business day.
Request folder access 02 · OrganizerW-2s, 1099s, K-1s, brokerage statements — start with the tax organizer. We'll create a secure folder for the supporting docs and send the invitation when we kick off.
Start the organizer 03 · PlanningMajor event coming up — RSU vest, home sale, business change, retirement decision? Year-round consultation is included with your engagement.
Pick a time 04 · BillingInvoices are sent by email with a Stripe payment link — pay by ACH or card directly from the email. Lost the link or need it resent? Email us and we'll send a fresh one same day.
Resend payment link 05 · ReferralsSend us their name and how to reach them. If they engage, both of you get a $75 credit applied to your next return. No cap on referrals.
Email a referralWe can pre-fill your organizer with last year's data. Email hello@taxowladvisors.com with the subject "Pre-filled organizer" and we'll send you a tax organizer pre-populated with what we already know — you only update what changed. Saves 20-30 minutes vs. starting fresh.
Quick question, status update, scope change, document we didn't ask for, anything else — email hello@taxowladvisors.com. We respond within 1 business day.