If you’re evaluating TaxOwl Pro as a tax professional, you’re trusting us with your PTIN, your EFIN, and — when your clients sign on — their sensitive data. This page answers the questions a careful preparer asks before signing up.
TaxOwl Pro is a product of CKT Ventures, LLC, a Florida limited liability company. The founder and operator has been filing returns since 2007 and is registered as a tax practitioner with the IRS.
Our mailing address is 16350 Bruce B Downs Blvd, PMB 47133, Tampa, FL 33647 — a commercial mail-receiving agency location, which we use for privacy while operating a lean startup. A physical office address will be published as the preparer network scales.
Your $649 seasonal fee covers:
What you don’t pay for: monthly fees, per-return charges, or a percentage of your prep fees or bank-product revenue.
The filing engine is CrossLink — the same professional tax software approved by the IRS and state revenue departments for years. We license it under our flat-price model and extend seats to preparers in our network.
When you prepare a return, you’re working in the preparer interface of the filing engine. When you e-file, the return goes through the approved filing channel the IRS has listed on state-approved software lists for years.
Anything outside the core filing engine — onboarding, client-facing portal branding, founding-member pricing, support, payment collection — is TaxOwl’s.
You do. Every TaxOwl Pro preparer files under their own PTIN and their own EFIN. We verify both before activation. We do not file under a shared or pooled EFIN. Your returns remain attributable to your practice for IRS compliance and client-acquisition purposes.
Client return data is stored and processed inside the underlying filing platform under IRS-compliant security controls (encryption at rest and in transit, MFA, audit logging).
TaxOwl Pro’s onboarding systems store only the information needed to set up your license and bank-product enrollment (PTIN, EFIN, business contact, banking preference). We do not sell, rent, or share preparer or client data.
Data retention and breach notification details are in our Privacy Policy.
The public application form is hosted on Google Forms because it’s reliable and lets us iterate quickly during the founding-member phase. It routes into an automated onboarding pipeline — you won’t see manual email forwarding.
We’re moving to a TaxOwl-branded form on our own domain during the first quarter of the network rollout. Sensitive data (driver’s license, signed agreements) is always collected through an encrypted e-signature tool, not the Form.
Your filing platform seat and all client return data live inside the filing engine (CrossLink) — they don’t depend on TaxOwl Pro to function. If we discontinue, we’ll facilitate transition to a direct account with the filing engine so your active and historical returns remain available without interruption, and we’ll refund the prorated balance of your seasonal fee.
TaxOwl Pro’s support stack has three layers. Each one is handled by the party equipped to resolve it fastest.
These are handled by the filing engine’s live support desk — the same desk professional preparers have used for years. Hours and contact details are published in CrossLink’s help system inside the preparer interface. This is the fastest channel for in-season platform problems.
These are handled directly by our bank partner’s support team. Contact details and hours are delivered at activation. For funding or rejection questions during tax season, contact the bank first — they see the transaction in real time; we don’t.
Handled by us. Email support@taxowlpro.com.
Our SLA: response within one business day, year-round, for anything in layer 3. We do not promise real-time response, because real-time response belongs to the filing engine and the bank, who actually have it.
Phone: (813) 790-9269 — voicemail returned within one business day. For urgent platform or bank issues, use layers 1 and 2 above; those are faster than we can be.
Refund transfers are processed through our partner bank (disclosed to founding members at activation). Per-transfer fees are deducted from the client refund at funding, consistent with industry norms. You keep 100% of your preparation fee. There is no revenue-share between TaxOwl Pro and you on prep fees.
Last updated: April 20, 2026. For corrections or additional questions, email join@taxowlpro.com.