Everything in TaxOwl Pro — plus the complete business-launch kit. Software, playbook, mentorship, and website for one flat price.
Nine ready-to-use assets and three 30-minute onboarding calls, delivered at approval and activated with your TaxOwl Pro software in Nov–Dec 2026.
EITC, CTC, HoH, and AOTC documentation requirements in plain English. The §6695(g) paper trail that defends against a $635-per-return preparer penalty.
Fillable template covering every field you need for a 1040 with Schedule C variants. Word + PDF formats. Customize with your branding.
Client-facing questionnaire they complete before your first meeting. Captures life changes, new income sources, deduction candidates.
Quarterly document to send clients in October — retirement contributions, loss harvesting, §179 purchases. Positions you as year-round advisor.
12-page fill-in-the-blank business plan specific to a solo/small tax prep firm. Use for bank loans, Sunbiz filings, and your own clarity.
Week-by-week launch plan from “just got approved” to “first real return filed.” Time-boxed, checklist-driven. No guessing.
Six pre-written emails covering welcome, document request, mid-season reminder, post-filing thank-you, Q4 planning, and next-season opener.
Self-contained HTML landing page with your brand + services + pricing + booking link. Host free on Cloudflare Pages or Netlify. No developer needed.
Calendly + Stripe integration playbook. Clients self-book, pay a deposit, and show up prepared. Stops phone-tag permanently.
Live 1:1 with TaxOwl Pro operations at week 1, week 3, and week 6 of your launch. Real human support — not a chatbot, not a form.
Same TaxOwl Pro software. Same per-return economics. The difference is the playbook.
| TaxOwl Pro | Premier ⭐ | |
|---|---|---|
| Price (2027 season) | $649 | $1,199 |
| TaxOwl Pro professional tax software | ✓ | ✓ |
| Unlimited 1040 + Schedule C/E/F returns | ✓ | ✓ |
| Multi-state filing included | ✓ | ✓ |
| Bank products (refund transfers) enabled day one | ✓ | ✓ |
| Multi-year filing access (TY2023–2026: extensions, amendments, late returns) | ✓ | ✓ |
| $23/return platform Add-On revenue (auto to your PTA) | ✓ | ✓ |
| Remote e-signature included | ✓ | ✓ |
| TaxOwl Hub access (training + IRS tools) | ✓ | ✓ |
| Premier Kit (9 deliverables) | — | ✓ |
| 3× 30-min mentorship calls | — | ✓ |
| Custom website template | — | ✓ |
| Sales funnel + booking guide | — | ✓ |
| Business plan + SOP templates | — | ✓ |
Six weeks from approval to your first live filed return. Every step laid out in order — no guessing what’s next.
Probably not. If you’re already operating a practice, TaxOwl Pro ($649) gives you the software + platform Add-On revenue. Save $550 and go with the simpler tier. Premier’s value is in the launch playbook — if you’ve already launched, you’ve already built what’s in the kit.
At approval. You’ll receive an email with a private Google Drive folder containing all 9 assets the same day your PTIN + EFIN are verified. You can start customizing the business plan, website, and forms immediately — even before your license activates in November.
Yes. Three 30-minute calls scheduled at your convenience: Week 1 (foundations check-in), Week 3 (brand review), Week 6 (first-return debrief). Optional 4th call after go-live if you want one. Direct 1:1 with a TaxOwl Pro team member — no funnel, no sales pitch, no “upsell to Premier Plus” gimmick.
Yes. Business Tier ($299) unlocks 1120, 1120-S, 1065, 1041, and 990 business-return capability. Available as a separate add-on at approval — total Premier + Business is $1,498. Select it in your application if you plan to file business returns.
Yes. As soon as your account is provisioned in November, you have multi-year filing access (TY2023, TY2024, TY2025, plus TY2026 when it opens). That means from November through year-end you can file late TY2025 returns (October 15 extensions are still rolling in), 1040-X amendments going back three years, ITIN applications, and prior-year corrections for new clients. It’s real off-season revenue, and every one of those returns still generates your $23/return Platform Add-On through the same channel as peak-season returns. Your license isn’t sitting idle waiting for January.
License Fees are refundable in full if you request a refund before account provisioning begins (typically November 2026). After provisioning starts, the license becomes non-refundable except as required by law. See the Fee Agreement Section 12 for full terms.
Most of those courses sell you the “coaching” as the actual product — software is a loss-leader to get you into a course funnel with $2,000–$5,000 in training modules, upsells, and MLM recruitment tiers. Premier is the opposite: software is the product (TaxOwl Pro’s $649 license, included with Premier). The additional $550 pays for the kit + three mentorship calls. No upsell chain, no recurring coaching fees, no recruitment bonuses. See How TaxOwl Pro is different.
No. Your PTIN is enough to legally prepare returns for compensation. An EA (Enrolled Agent) or CPA credential gives you additional rights (representing clients in IRS audits, etc.) and helps marketing, but it’s not required to use Premier. Many successful independent preparers have only a PTIN + AFSP Record of Completion.
Additional calls are available at $100 each or bundled (5-pack for $400). But the 6-week roadmap is designed so 3 calls cover the critical decision points. Most Premier preparers don’t use the optional 4th.
No — and anyone who promises “guaranteed clients” is lying. Clients are YOUR responsibility. What we provide is infrastructure: the website, the sales funnel, the intake forms, the automation emails, the pricing framework, the mentorship on how to think about acquisition. You still have to do outreach. The Premier Kit makes that outreach possible; it doesn’t replace the work.
Your 2027 tax season starts in November 2026. Approve early for more runway before your first live return.
Start Premier at $1,199 →