Make $200–$1,000 per return. No software fees. No refund cuts.
Keep 100% of your prep fees. File returns in 48 hours.
Founding Member Opportunity (First 50 Only)
We’re onboarding the first 50 independent tax preparers at our founding member rate: $649/season. After 50 founding members are onboarded, the standard rate moves to $699/season. This is a one-time offer. Lock in your rate now.
Built by a Preparer Who Has Been Doing This Since 2007.
I built TaxOwl Pro because I got tired of watching independent tax preparers get squeezed by bad business models.
Running a tax practice myself, I saw the real problem: traditional tax software charges high monthly fees AND takes 15–25% of refund processing fees.
That’s backward. Preparers should own their business completely. So I built a different model.
Here’s What You Actually Get
Tax Software
Cloud-based platform for client intake, return preparation, and e-filing
Filing Infrastructure
Everything wired to handle e-file, signatures, and state/federal submissions
Bank Products
Refund transfers enabled from day one. Optional fees, not monthly charges
Training & Support
TaxOwl Academy courses + live support to help you succeed
Independent tax preparer software built for your business
TaxOwl Pro is built for independent tax preparers who want real bureau-level economics without the usual software headaches. You get the platform, the filing capacity, and the support structure you need to operate with confidence during tax season.
Flat Seasonal Price
No surprise charges mid-season. One price, all season long.
Unlimited Returns
Scale without watching the clock. File as many as your clients need.
Bank Products Enabled
Built for real revenue, not just filing. Bank products ready from day one.
Operator-Led Support
Help from people who understand the work. Not a ticket queue.
Independent-Preparer Focused
Designed around your business model, not a national chain’s needs.
PTIN-Verified Network
Every preparer in TaxOwl Pro is verified. You’re operating in a clean, compliant network.
Year-Round Access
Your account stays active all year. File extensions, amendments, and planning whenever you need.
Flat seasonal price — unlimited returns, bank products enabled day one.
Founding Member Rate
After 50 members, price moves to $699/season.
No commitment until your application is approved
| Fee component | Description | Client cost | |
|---|---|---|---|
| Preparer earnings | |||
| Tax preparation fee | Set by you | $ | |
| TaxOwl fees | |||
| E-file fee | Platform access & support | $50.00 | |
| TaxOwl subtotal | $50.00 | ||
| Processing & transmission fees — deducted from client refund, not billed to you | |||
| Tech fee | Per return | $10.00 | |
| Bank product transmission fee | Refund transfers | $35.95 | |
| Remote signature fee | Per SSN | $10.00 | |
| Prior year fee | If applicable | $17.00 | |
| Processing subtotal | $55.95 | ||
| Total client cost | $705.95 | ||
Toggle fees to build your scenario. All fees deducted from client refund — no out-of-pocket cost at filing.
All fees are deducted directly from the client’s refund. Your clients pay nothing out of pocket at the time of filing.
Your earnings per return (after platform)
Client pays
Timeline
Capture early filers, establish your workflow, and stack your client base before peak season hits.
Complex, high-value returns with multiple income sources. This is where the $43K month happens.
Your Real Earnings Potential
See exactly what you’ll earn per return with TaxOwl Pro
| Fee component | Description | Client cost | |
|---|---|---|---|
| Preparer earnings | |||
| Tax preparation fee | Set by you | $ | |
| TaxOwl fees | |||
| E-file fee | Platform access & support | $50.00 | |
| TaxOwl subtotal | $50.00 | ||
| Processing & transmission fees — deducted from client refund, not billed to you | |||
| Tech fee | Per return | $10.00 | |
| Bank product transmission fee | Refund transfers | $35.95 | |
| Remote signature fee | Per SSN | $10.00 | |
| Prior year fee | If applicable | $17.00 | |
| Processing subtotal | $55.95 | ||
| Total client cost | $705.95 | ||
Toggle fees to build your scenario. All fees deducted from client refund — no out-of-pocket cost at filing.
All fees are deducted directly from the client’s refund. Your clients pay nothing out of pocket at the time of filing.
Your earnings per return (after platform)
Client pays
Timeline
Capture early filers, establish your workflow, and stack your client base before peak season hits.
Complex, high-value returns with multiple income sources. This is where the $43K month happens.
Perfect For…
New Preparers
Want to start your tax business without $5K in software costs
Side Hustlers
Adding tax prep to existing accounting/bookkeeping work
Existing Preparers
Tired of paying $500–2K/year for software that takes a cut of refunds
Built on Real Tax Workflows
We built TaxOwl Pro by running returns through it internally. The system handles the complete workflow:
- ✓ Client intake through portal
- ✓ Return preparation in our interface
- ✓ E-file submission to IRS/states
- ✓ Remote signature capture
- ✓ Automated client delivery
Everything automated. Zero manual steps. Tested through real tax workflows.
Why We Built This Differently
Traditional tax software was built for big firms, not independent preparers.
They charge monthly ($50–200/month) PLUS take 10–25% of your refund processing fees.
That means:
- • You’re paying overhead costs even in slow months
- • Your profit gets cut on every return
- • You’re locked into their pricing
We built TaxOwl Pro on a different model:
One flat seasonal price ($649), no percentage cuts, full automation.
That’s how preparers own their business.
From application to filing in 48 hours
Apply
Fill out a short application. Tell us about your practice, your PTIN, and where you file. Takes about 3 minutes.
Get Approved
We review your application and confirm your PTIN and EFIN status. Most approvals happen within 24 hours.
Activate
Your TaxOwl Pro account is provisioned, and bank products are enabled. You now have full access to TaxOwl Hub, your preparer dashboard for managing clients and filings, and TaxOwl Academy, your training library with onboarding guides, tutorials, and filing best practices.
File & Get Paid
Start filing returns. Offer refund transfers. Earn more per return.
Your PTIN matters. We take compliance seriously.
The IRS requires all paid tax preparers to hold a valid, active PTIN. TaxOwl Pro verifies PTIN status for every preparer in our network — because it protects you, your clients, and the integrity of the returns you file.
TaxOwl Pro is operated by CKT Ventures, LLC. Our team prepares and files returns ourselves.
How to Find Your First Clients
You don’t start from zero. We give you the playbook.
✓ Scripts & templates for Facebook groups — Join 20+ tax prep groups actively recruiting. We give you the messaging.
✓ How to reach CPAs and referral networks — Most profitable clients come from referral sources.
✓ Pricing strategy ($400–$800 per return) — Charge enough to survive, not so much you price yourself out.
✓ Follow-up sequences — Email templates to convert prospects into clients.
Most founding members get 10–20 clients in year 1 through:
Tax prep Facebook groups
CPA referrals
Local networking
Who We’re Built For
TaxOwl Pro is designed for independent tax preparers who meet these qualifications:
✓ Active PTIN (IRS-issued)
Required by IRS for all paid tax preparers
✓ Active EFIN (E-file Authorization)
Needed to submit returns electronically
✓ Filing Experience
At least one tax season of return prep experience
Don’t have all qualifications yet? Apply anyway — we’ll work with you through the process.
Frequently Asked Questions
What’s the difference between Founding Member and Standard pricing?
Founding Member rate ($649) is locked in for life once you join. After 50 members, new preparers pay $699. That’s it — no other differences. Same features, same support, same everything. The only difference is price.
How do I know I’m getting a spot as a Founding Member?
Spots are first-come-first-served. Once 50 members sign up and activate, new applicants are directed to the Standard rate ($699). You can see remaining spots on the homepage. If you apply now and get approved before we hit 50, you’re locked in at $649 for life.
Can I use my own clients and keep those relationships?
Yes. 100%. You own the client relationship completely. They pay you directly. We never contact them, never upsell them, never take a cut. This is your business. TaxOwl Pro is just the software and infrastructure.
Is there a long-term contract?
No. One seasonal payment ($649 or $699 per tax season). That’s it. You’re done if you want to be. No multi-year commitments, no hidden fees, no lock-in. You control your business.
What if I only have 20 returns?
Still $649 (or $699). That’s the point — you’re not paying per return or per month. Whether you file 20 returns or 200, same price. Low volume, high volume — doesn’t matter. You’re covered.
What is a Refund Transfer and how does it work?
A Refund Transfer lets your clients pay your preparation fee from their refund. Your fee is deducted, and the remainder goes to your client. It removes the “I don’t have the money upfront” objection and helps you collect on every return without chasing payment.
What if I need help during tax season?
TaxOwl Pro provides operator-led support via email at 1040@taxowlpro.com. Our support team prepares and files returns themselves — you get help from people who understand your business, not a generic help desk.
Ready to Build Your Tax Business?
Join the first 50 founders at $649/season. After that, the rate moves to $699/season.
Price Locked
spots remaining • First come, first served
Claim Your Founding Member Spot
No commitment until your application is approved