Terms of Service
These Terms of Service (“Terms”) govern your use of TaxOwl Pro, operated by CKT Ventures, LLC (“we,” “us,” or “our”). By applying to or using TaxOwl Pro, you agree to these Terms.
Eligibility
To use TaxOwl Pro, you must:
- Hold an active IRS-issued Preparer Tax Identification Number (PTIN)
- Hold an active Electronic Filing Identification Number (EFIN) or be in the process of obtaining one
- Comply with all IRS requirements for paid tax preparers
- Be at least 18 years of age
We verify PTIN and EFIN status for all applicants. Providing false information will result in denial or termination of your account.
Service Description
TaxOwl Pro provides tax preparation software, e-filing infrastructure, bank product access, and training resources for independent tax preparers. You pay a flat seasonal fee for unlimited returns.
You are responsible for:
- The accuracy of all tax returns you prepare
- Compliance with IRS regulations and Circular 230
- Maintaining your own professional credentials
- Your own client relationships and fee collection
Pricing and Payment
Seasonal Fee
The current seasonal fee is displayed on our website. Founding Member pricing is available to the first 50 preparers and is locked for their first season.
Payment
Payment is due at the time of account activation. We accept payment via Stripe.
Per-Return Fees
In addition to the seasonal fee, per-return processing fees (e-file fee, bank product transmission, remote signature) are deducted from client refunds as disclosed in our fee calculator.
Refund Policy
Before Activation
If your application is denied during PTIN/EFIN verification, you will receive a full refund.
After Activation
Once your account is activated and software access is granted, no refunds will be issued. This applies regardless of how many returns you file.
No Pro-Rating
We do not offer pro-rated refunds for mid-season cancellations.
Chargebacks
Filing a chargeback after account activation constitutes a breach of these Terms and will result in immediate account termination and potential collection action.
Account Termination
By You
You may stop using TaxOwl Pro at any time. No refund will be issued for unused portions of your seasonal fee.
By Us
We may suspend or terminate your account if you:
- Violate these Terms
- Provide false PTIN/EFIN information
- Engage in fraudulent activity
- Violate IRS regulations
- Fail to maintain required credentials
Intellectual Property
TaxOwl Pro, our logo, and related branding are property of CKT Ventures, LLC. You may not use our trademarks without written permission.
Limitation of Liability
TaxOwl Pro is provided “as is.” We are not liable for:
- Errors in tax returns you prepare
- IRS rejections or penalties
- Lost revenue or business opportunities
- Client disputes
Our total liability is limited to the amount you paid for the current season.
Indemnification
You agree to indemnify CKT Ventures, LLC against claims arising from:
- Tax returns you prepare using our platform
- Your violation of IRS regulations
- Your breach of these Terms
Dispute Resolution
Any disputes will be resolved through binding arbitration in Tampa, Florida, under the rules of the American Arbitration Association. You waive any right to participate in class actions.
Changes to Terms
We may update these Terms from time to time. Continued use of TaxOwl Pro after changes constitutes acceptance.
Contact Us
CKT Ventures, LLC
16350 Bruce B Downs Blvd, Suite 47133
Tampa, FL 33647
(813) 790-9269
join@taxowlpro.com