Apply - TaxOwl Pro

1. Contact information

First name*

Last name*

Email*

Phone*

Preferred contact method*

Email
Phone
Text

2. Your practice

Business / DBA name*

Business structure*

Firm size*

TaxOwl Pro is built for solo and small-team independent preparers. We’d rather refer you to a better-fit vendor than sell you the wrong product, so this is a hard fit-check.

Years in tax practice*

Returns filed last season*

Target start date*

Are you launching a new practice or already have clients?*

This helps us recommend the right tier. Starter ($449) if filing up to 25 returns. TaxOwl Pro ($649) for unlimited cloud. Desktop ($899) for unlimited local install. Premier ($1,199) for new practices wanting the launch playbook + mentorship.

Launching a new practice for 2027
Relaunching or rebuilding after a pause
I have an existing client book
Not sure yet

Which tier are you interested in?*

Pick the tier that matches your volume and workflow. Final tier is confirmed during onboarding — you can change before activation.

Starter — $449 (up to 25 returns, web-based)
TaxOwl Pro — $649 (unlimited returns, web-based)
TaxOwl Pro Desktop — $899 (unlimited, local install + multi-user)
Premier — $1,199 (unlimited + 9-deliverable launch kit + mentorship)
Not sure yet — recommend during onboarding

Current tax software*

Business address*

City*

State*

ZIP*

3. IRS credentials

PTIN*

Format: P followed by 8 digits. Required to prepare returns for compensation.

EFIN*

6-digit IRS e-file identification number.

Is your EFIN registered to the business name above?*

Yes
No — registered to a different name

If “No,” we’ll ask a follow-up question after approval. This doesn’t disqualify you.

States where you’ll file returns*

Federal only
Home state only
Multiple states
All 50 states (as needed)

Multi-state filing is included in your license — no per-state fee.

4. Setup preferences

Platform fees — already handled for you

TaxOwl Pro sets competitive platform fees at the Service Bureau level so you don’t have to. Your clients see $42 in platform fees per non-RT return or $67 per refund-transfer return on their invoice — industry-standard and fair. You pay $0 per return. Keep 100% of your prep fee. See the full fee breakdown.

Enable bank products (refund transfers)?*

Yes — enable for clients who want them
No — prep fee only, clients pay me directly
Not sure — discuss on onboarding call

Will you file business returns (1120, 1120-S, 1065, 1041, 990)?*

Add-Ons (optional)

Stack on top of any base tier. Confirmed pricing during onboarding. Premier customers get co-branding free; others see add-on fees added to their license invoice.

TextLink Boost — $29/month (500 SMS to clients/month for signatures, reminders, status updates)
TextLink Pro — $49/month (2,000 SMS/month, priority queue during peak weeks)
Co-branding — $99 / season (your logo and brand on signatures, portal, documents, emails — included free with Premier)
None — just the base license for now (you can add later)

Every base tier (Starter, TaxOwl Pro, Desktop, Premier) covers 1040 + Schedule C/E/F. Business Tier (+$299) unlocks 1120/1120-S/1065/1041/990 returns and stacks on top of any base tier.

Yes — add Business Tier (+$299)
No — 1040 only is fine ($649 total)
Not sure — discuss on onboarding call

5. Certification

I certify that the PTIN and EFIN provided above are valid, current, and registered to me or my business. I understand TaxOwl Pro will verify these with the IRS and misrepresentation is grounds for immediate disqualification.*

I understand that sensitive taxpayer PII (SSN, date of birth, driver’s license) will only be collected through our secure IRS-authorized portal after my approval — never through this form, email, or text. I will not share PII with TaxOwl Pro outside that portal.*

Referred by (optional)

How did you hear about us? (optional)

Anything else we should know? (optional)

Supporting documents (optional)

Attach your PTIN letter, EFIN authorization, credential certificate (EA/CPA), or any other document you’d like us to see during review.

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