TaxOwl Pro — Professional Tax Software for Tax Professionals

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TaxOwl Pro tax software

Build Your Tax Business

Make $200–$1,500 per return. No monthly fees. No percentage cuts.

Keep 100% of your prep fees. Start filing within 48 hours of approval.

Simple returns: $200–$300. Complex returns with business income, rentals, or investments: $800–$1,500+.

⚡ Founding Member Rate: $649/season (First 50 only) — After 50 founding members, price moves to $699/season.



Apply Now — Join in 48 Hours

✓ PTIN verification + 24-hour approval

See How It Works View Earnings
⚡ LIMITED TIME

Founding Member Opportunity (First 50 Only)

Lock in $649/season before standard pricing. After 50 members or October 31—whichever comes first—rate moves to $699/season. This is a one-time offer.

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    <div style="font-size: 0.75rem; font-weight: 700; color: #7A8FA8; letter-spacing: 0.1em; text-transform: uppercase; margin-bottom: 8px;">Founding Rate</div>
    <div style="font-size: 2.5rem; font-weight: 800; color: #E8A020; margin-bottom: 8px;">$649</div>
    <div style="font-size: 0.9rem; color: #666;">/season</div>
    <div style="font-size: 0.8rem; color: #7A8FA8; margin-top: 12px; font-weight: 600;">Founding Member Rate</div>
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  <div style="background: #fff; border: 1px solid #e5e7eb; border-radius: 12px; padding: 32px 24px; box-shadow: 0 2px 8px rgba(0,0,0,0.04);">
    <div style="font-size: 0.75rem; font-weight: 700; color: #7A8FA8; letter-spacing: 0.1em; text-transform: uppercase; margin-bottom: 8px;">Standard Rate</div>
    <div style="font-size: 2.5rem; font-weight: 800; color: #19293C; margin-bottom: 8px;">$699</div>
    <div style="font-size: 0.9rem; color: #666;">/season</div>
    <div style="font-size: 0.8rem; color: #7A8FA8; margin-top: 12px; font-weight: 600;">After 50 members</div>
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  <div style="background: #19293C; border: 1px solid #19293C; border-radius: 12px; padding: 32px 24px; box-shadow: 0 2px 8px rgba(0,0,0,0.08); position: relative;">
    <div style="font-size: 0.75rem; font-weight: 700; color: #94a3b8; letter-spacing: 0.1em; text-transform: uppercase; margin-bottom: 8px;">Time Remaining</div>
    <div style="font-size: 2rem; font-weight: 800; color: #E8A020; margin-bottom: 16px;" id="countdown-timer">Loading...</div>
    <div style="font-size: 0.9rem; color: #94a3b8;">Until October 31, 2026</div>
    <div style="font-size: 0.8rem; color: #64748b; margin-top: 12px; font-weight: 600;">Deadline approaching</div>
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  <div style="background: #fff; border: 1px solid #e5e7eb; border-radius: 12px; padding: 32px 24px; box-shadow: 0 2px 8px rgba(0,0,0,0.04);">
    <div style="font-size: 0.75rem; font-weight: 700; color: #7A8FA8; letter-spacing: 0.1em; text-transform: uppercase; margin-bottom: 16px;">Spots Claimed</div>
    <div id="spots-progress-bar">
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    <div style="font-size: 0.9rem; color: #666; margin-top: 12px;"><strong>1</strong> of 50 founding spots claimed</div>
    <div style="font-size: 0.8rem; color: #7A8FA8; margin-top: 8px; font-weight: 600;">Just launched April 2026 — early members are locking in now.</div>
  </div>
</div>

Built by a Preparer Who Has Been Doing This Since 2007.

<p style="font-size: 1rem; color: #555; line-height: 1.7; margin: 0 0 20px;">
  I built TaxOwl Pro after nearly two decades of bleeding 15–25% of my profit to software companies. Tax professionals deserve to own their business completely.
</p>

<p style="font-size: 1rem; color: #555; line-height: 1.7; margin: 0 0 40px;">
  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.<br><br>
  That's backward. Preparers should own their business completely. So I built a different model.
</p>

Everything You Need to File.

Professional-grade tax software without the professional-grade price tag.

<div style="display: grid; grid-template-columns: repeat(auto-fit, minmax(300px, 1fr)); gap: 32px; margin-bottom: 40px;">
  
  <!-- Tax Preparation -->
  <div style="background: #fff; border: 1px solid #e5e7eb; border-radius: 12px; padding: 32px; box-shadow: 0 2px 8px rgba(0,0,0,0.04);">
    <div style="font-size: 2rem; margin-bottom: 16px;">📋</div>
    <h3 style="font-size: 1.2rem; font-weight: 700; margin: 0 0 16px; color: #19293C;">Tax Preparation</h3>
    <ul style="list-style: none; padding: 0; margin: 0;">
      <li style="font-size: 0.95rem; color: #666; margin-bottom: 12px; padding-left: 24px; position: relative;"><span style="position: absolute; left: 0; color: #E8A020; font-weight: 800;">✓</span>Unlimited federal and state returns</li>
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  </div>

  <!-- E-File & Submissions -->
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    <div style="font-size: 2rem; margin-bottom: 16px;">📤</div>
    <h3 style="font-size: 1.2rem; font-weight: 700; margin: 0 0 16px; color: #19293C;">E-File &amp; Submissions</h3>
    <ul style="list-style: none; padding: 0; margin: 0;">
      <li style="font-size: 0.95rem; color: #666; margin-bottom: 12px; padding-left: 24px; position: relative;"><span style="position: absolute; left: 0; color: #E8A020; font-weight: 800;">✓</span>Federal and state e-file</li>
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  <!-- Bank Products -->
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    <h3 style="font-size: 1.2rem; font-weight: 700; margin: 0 0 16px; color: #19293C;">Bank Products</h3>
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  <!-- Client Experience -->
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  <!-- Workflow & Automation -->
  <div style="background: #fff; border: 1px solid #e5e7eb; border-radius: 12px; padding: 32px; box-shadow: 0 2px 8px rgba(0,0,0,0.04);">
    <div style="font-size: 2rem; margin-bottom: 16px;">⚙️</div>
    <h3 style="font-size: 1.2rem; font-weight: 700; margin: 0 0 16px; color: #19293C;">Workflow &amp; Automation</h3>
    <ul style="list-style: none; padding: 0; margin: 0;">
      <li style="font-size: 0.95rem; color: #666; margin-bottom: 12px; padding-left: 24px; position: relative;"><span style="position: absolute; left: 0; color: #E8A020; font-weight: 800;">✓</span>OCR document scanning</li>
      <li style="font-size: 0.95rem; color: #666; margin-bottom: 12px; padding-left: 24px; position: relative;"><span style="position: absolute; left: 0; color: #E8A020; font-weight: 800;">✓</span>Autofill from EIN database</li>
      <li style="font-size: 0.95rem; color: #666; padding-left: 24px; position: relative;"><span style="position: absolute; left: 0; color: #E8A020; font-weight: 800;">✓</span>Pre-season letters &amp; organizers</li>
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  </div>

  <!-- Security & Support -->
  <div style="background: #fff; border: 1px solid #e5e7eb; border-radius: 12px; padding: 32px; box-shadow: 0 2px 8px rgba(0,0,0,0.04);">
    <div style="font-size: 2rem; margin-bottom: 16px;">🔒</div>
    <h3 style="font-size: 1.2rem; font-weight: 700; margin: 0 0 16px; color: #19293C;">Security &amp; Support</h3>
    <ul style="list-style: none; padding: 0; margin: 0;">
      <li style="font-size: 0.95rem; color: #666; margin-bottom: 12px; padding-left: 24px; position: relative;"><span style="position: absolute; left: 0; color: #E8A020; font-weight: 800;">✓</span>Multi-factor authentication</li>
      <li style="font-size: 0.95rem; color: #666; margin-bottom: 12px; padding-left: 24px; position: relative;"><span style="position: absolute; left: 0; color: #E8A020; font-weight: 800;">✓</span>TaxOwl Academy training</li>
      <li style="font-size: 0.95rem; color: #666; padding-left: 24px; position: relative;"><span style="position: absolute; left: 0; color: #E8A020; font-weight: 800;">✓</span>Operator-led support</li>
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  </div>

</div>

<p style="text-align: center; font-size: 1.1rem; font-weight: 700; color: #19293C;">All features included. $649/season.</p>
What You Get

Professional tax software built for your business

TaxOwl Pro is built for tax professionals 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.

🎯

Built for Your Practice

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.

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    <p style="font-size: 1rem; color: #555; line-height: 1.6; margin: 0 0 24px; font-weight: 500;">Flat seasonal price — unlimited returns, bank products enabled day one.</p>
    
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<!-- TRUST LINE (below grid) -->
<p style="font-size: 0.85rem; color: #000000; font-weight: 700; text-align: center; margin-top: 32px; margin-bottom: 0;">No commitment until your application is approved</p>

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    font-size: 18px;
    font-weight: 700;
    color: #E8A020;
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<!-- TIMELINE SECTION HEADER -->
<div style="text-align: center; margin-top: 56px; margin-bottom: 48px;">
  <h2 style="font-size: 2rem; font-weight: 800; color: #19293C; margin: 0 0 24px 0;">Your Real Earnings Potential</h2>
  <p style="font-size: 1rem; color: #666; line-height: 1.6; margin: 0; max-width: 700px; margin-left: auto; margin-right: auto;">Tax season isn't just 90 days. This is a year-round income system when you understand the flow.</p>
</div>

<!-- TIMELINE CARDS -->
<div style="display: grid; grid-template-columns: repeat(auto-fit, minmax(240px, 1fr)); gap: 1rem; margin-bottom: 32px;">
  <div style="border: 1px solid #e5e7eb; border-radius: 10px; padding: 1.5rem; background: #ffffff; border-top: 4px solid #E8A020;">
    <div style="font-size: 11px; font-weight: 700; letter-spacing: 0.1em; text-transform: uppercase; color: #E8A020; margin-bottom: 8px;">January – February</div>
    <div style="font-size: 15px; font-weight: 700; color: #19293C; margin-bottom: 12px;">Build Your Momentum</div>
    <p style="font-size: 12px; color: #3D4F6B; line-height: 1.6; margin: 0 0 8px 0;">Start early. Capture simple returns and build your base.</p>
    <div style="font-size: 12px; color: #555; margin: 12px 0; border-top: 1px solid #e5e7eb; padding-top: 12px;">
      <p style="margin: 0 0 4px 0;"><strong>10–15 clients × $600/return</strong></p>
      <p style="margin: 0 0 4px 0;">Gross: $6,000–$9,000</p>
      <p style="margin: 0; color: #19293C; font-weight: 600;">Net after e-file fees: $5,500–$8,250</p>
    </div>
  </div>

  <div style="border: 1px solid #e5e7eb; border-radius: 10px; padding: 1.5rem; background: #ffffff; border-top: 4px solid #E8A020;">
    <div style="font-size: 11px; font-weight: 700; letter-spacing: 0.1em; text-transform: uppercase; color: #E8A020; margin-bottom: 8px;">March – April</div>
    <div style="font-size: 15px; font-weight: 700; color: #19293C; margin-bottom: 12px;">Peak Earning Potential</div>
    <p style="font-size: 12px; color: #3D4F6B; line-height: 1.6; margin: 0 0 8px 0;">This is where serious money is made.</p>
    <div style="font-size: 12px; color: #555; margin: 12px 0; border-top: 1px solid #e5e7eb; padding-top: 12px;">
      <p style="margin: 0 0 4px 0;"><strong>20–30 clients × $800–$1,000/return</strong></p>
      <p style="margin: 0 0 4px 0;">Gross: $16,000–$30,000</p>
      <p style="margin: 0; color: #19293C; font-weight: 600;">Net after e-file fees: $15,000–$28,500</p>
    </div>
  </div>

  <div style="border: 1px solid #e5e7eb; border-radius: 10px; padding: 1.5rem; background: #ffffff; border-top: 4px solid #E8A020;">
    <div style="font-size: 11px; font-weight: 700; letter-spacing: 0.1em; text-transform: uppercase; color: #E8A020; margin-bottom: 8px;">May – September</div>
    <div style="font-size: 15px; font-weight: 700; color: #19293C; margin-bottom: 12px;">Extension Season Opportunity</div>
    <p style="font-size: 12px; color: #3D4F6B; line-height: 1.6; margin: 0 0 8px 0;">Most preparers disappear here — you don't.</p>
    <div style="font-size: 12px; color: #555; margin: 12px 0; border-top: 1px solid #e5e7eb; padding-top: 12px;">
      <p style="margin: 0 0 4px 0;"><strong>5–10 extension returns × $400–$600</strong></p>
      <p style="margin: 0 0 4px 0;">Gross: $2,000–$6,000</p>
      <p style="margin: 0; color: #19293C; font-weight: 600;">Net after e-file fees: $1,750–$5,500</p>
    </div>
  </div>

  <div style="border: 1px solid #e5e7eb; border-radius: 10px; padding: 1.5rem; background: #ffffff; border-top: 4px solid #E8A020;">
    <div style="font-size: 11px; font-weight: 700; letter-spacing: 0.1em; text-transform: uppercase; color: #E8A020; margin-bottom: 8px;">October</div>
    <div style="font-size: 15px; font-weight: 700; color: #19293C; margin-bottom: 12px;">Extension Deadline Push</div>
    <p style="font-size: 12px; color: #3D4F6B; line-height: 1.6; margin: 0 0 8px 0;">Final deadline = last big push.</p>
    <div style="font-size: 12px; color: #555; margin: 12px 0; border-top: 1px solid #e5e7eb; padding-top: 12px;">
      <p style="margin: 0 0 4px 0;"><strong>10–15 clients × $500–$700</strong></p>
      <p style="margin: 0 0 4px 0;">Gross: $5,000–$10,500</p>
      <p style="margin: 0; color: #19293C; font-weight: 600;">Net after e-file fees: $4,500–$9,750</p>
    </div>
  </div>

  <div style="border: 1px solid #e5e7eb; border-radius: 10px; padding: 1.5rem; background: #ffffff; border-top: 4px solid #E8A020;">
    <div style="font-size: 11px; font-weight: 700; letter-spacing: 0.1em; text-transform: uppercase; color: #E8A020; margin-bottom: 8px;">November – December</div>
    <div style="font-size: 15px; font-weight: 700; color: #19293C; margin-bottom: 12px;">Planning &amp; Amendments</div>
    <p style="font-size: 12px; color: #3D4F6B; line-height: 1.6; margin: 0 0 8px 0;">Quiet season = smart money.</p>
    <div style="font-size: 12px; color: #555; margin: 12px 0; border-top: 1px solid #e5e7eb; padding-top: 12px;">
      <p style="margin: 0 0 4px 0;"><strong>3–5 amended returns × $300–$500</strong></p>
      <p style="margin: 0 0 4px 0;">Gross: $900–$2,500</p>
      <p style="margin: 0; color: #19293C; font-weight: 600;">Net after e-file fees: $750–$2,250</p>
    </div>
  </div>
</div>

<!-- YEAR-ROUND TOTAL CALLOUT (VISUAL) -->
<div style="background: linear-gradient(135deg, #FEF3DC 0%, #FFF8E6 100%); border-left: 5px solid #E8A020; border-radius: 8px; padding: 32px; margin-bottom: 32px; text-align: center;">
  <p style="font-size: 12px; font-weight: 700; letter-spacing: 0.1em; text-transform: uppercase; color: #E8A020; margin: 0 0 12px 0;">Your Year-Round Potential</p>
  <div style="font-size: 2.5rem; font-weight: 800; color: #19293C; margin-bottom: 8px;">$25,000–$55,000+</div>
  <p style="font-size: 14px; color: #3D4F6B; margin: 0;">Part-time volume. After seasonal fee and e-file costs.</p>
</div>

<!-- CLOSING LINE -->
<div style="background: #19293C; border-radius: 8px; padding: 24px; text-align: center; margin-bottom: 32px;">
  <p style="font-size: 14px; color: #FFFFFF; margin: 0; line-height: 1.7;">
    <strong style="font-size: 15px; color: #E8A020;">Most preparers only think about tax season.</strong><br>
    The ones who understand the full cycle build real income.
  </p>
</div>

<div style="background: #19293C; border-radius: 12px; padding: 2rem; display: flex; align-items: center; justify-content: space-between; gap: 1.5rem; flex-wrap: wrap; border-bottom: 4px solid #E8A020;">
  <div>
    <div style="font-size: 2.5rem; font-weight: 700; color: #E8A020; line-height: 1;">$649</div>
    <div style="font-size: 13px; color: #94a3b8; margin-top: 5px;">Flat seasonal price — unlimited returns, bank products enabled day one</div>
  </div>
  <a href="https://docs.google.com/forms/d/e/1FAIpQLSeDqajWv9rCqzk4TYUjj535uO6TQOI9Ktq-f93jFFa0nZ2fHQ/viewform" style="background: #E8A020; color: #19293C; border: none; border-radius: 8px; padding: 0.875rem 2.25rem; font-size: 15px; font-weight: 700; cursor: pointer; white-space: nowrap; text-decoration: none; display: inline-block;">Apply now</a>
</div>

if (document.getElementById('tnChart')) { new Chart(document.getElementById('tnChart'), { type: 'bar', data: { labels: ['Jan', 'Feb', 'Mar', 'Apr'], datasets: [{ label: 'Monthly revenue', data: [12400, 21800, 36500, 43200], backgroundColor: ['#7A8FA8','#7A8FA8','#7A8FA8','#E8A020'], borderRadius: 6, borderSkipped: false }] }, options: { responsive: true, maintainAspectRatio: false, plugins: { legend: { display: false }, tooltip: { callbacks: { label: function(ctx) { return ' $' + ctx.parsed.y.toLocaleString(); } } } }, scales: { x: { grid: { display: false }, ticks: { color: '#7A8FA8', font: { size: 13 } } }, y: { grid: { color: '#f0f2f6' }, ticks: { color: '#7A8FA8', font: { size: 12 }, callback: function(v) { return '$' + (v/1000).toFixed(0) + 'K'; } } } } } }); }

Per-return fee calculator
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.

<!-- PREPARER EARNINGS SUMMARY -->
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  <div>
    <p style="font-size: 0.85rem; color: #94a3b8; margin: 0 0 8px; text-transform: uppercase; letter-spacing: 0.1em; font-weight: 600;">Your earnings per return (after platform)</p>
    <div style="font-size: 2.5rem; font-weight: 800; color: #E8A020;" id="tn-preparer-earnings">$550.00</div>
  </div>
  <div>
    <p style="font-size: 0.85rem; color: #94a3b8; margin: 0 0 8px; text-transform: uppercase; letter-spacing: 0.1em; font-weight: 600;">Client pays</p>
    <div style="font-size: 2.5rem; font-weight: 800; color: #fff;" id="tn-client-total">$705.95</div>
  </div>
</div>

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Perfect For...

<div style="display: grid; grid-template-columns: repeat(auto-fit, minmax(250px, 1fr)); gap: 32px;">
  <div style="text-align: left;">
    <div style="font-size: 1.8rem; margin-bottom: 16px;">🚀</div>
    <h3 style="font-size: 1.1rem; font-weight: 700; margin: 0 0 12px; color: #19293C;">New Preparers</h3>
    <p style="font-size: 1rem; color: #666; line-height: 1.7;">Want to start your tax business without $5K in software costs</p>
  </div>
  
  <div style="text-align: left;">
    <div style="font-size: 1.8rem; margin-bottom: 16px;">📊</div>
    <h3 style="font-size: 1.1rem; font-weight: 700; margin: 0 0 12px; color: #19293C;">Side Hustlers</h3>
    <p style="font-size: 1rem; color: #666; line-height: 1.7;">Adding tax prep to existing accounting/bookkeeping work</p>
  </div>
  
  <div style="text-align: left;">
    <div style="font-size: 1.8rem; margin-bottom: 16px;">💰</div>
    <h3 style="font-size: 1.1rem; font-weight: 700; margin: 0 0 12px; color: #19293C;">Existing Preparers</h3>
    <p style="font-size: 1rem; color: #666; line-height: 1.7;">Currently paying $500–2K/year in software fees + 15–25% of refunds? Stop the bleed. Reclaim $3K–5K+ per season.</p>
  </div>
</div>

The Math Speaks for Itself

<div style="border: 1px solid #e5e7eb; border-radius: 12px; overflow: hidden; margin-bottom: 32px;">
  <table style="width: 100%; border-collapse: collapse; font-size: 14px;">
    <thead>
      <tr style="background: #f5f7fa; border-bottom: 2px solid #e5e7eb;">
        <th style="padding: 20px 16px; text-align: left; font-weight: 700; color: #7A8FA8; font-size: 12px; text-transform: uppercase; letter-spacing: 0.08em;">Feature</th>
        <th style="padding: 20px 16px; text-align: left; font-weight: 700; color: #7A8FA8; font-size: 12px; text-transform: uppercase; letter-spacing: 0.08em;">Traditional Software</th>
        <th style="padding: 20px 16px; text-align: left; font-weight: 700; color: #E8A020; font-size: 12px; text-transform: uppercase; letter-spacing: 0.08em; background: #FEF3DC;">TaxOwl Pro</th>
      </tr>
    </thead>
    <tbody>
      <tr style="border-bottom: 1px solid #e5e7eb;">
        <td style="padding: 16px; font-weight: 600; color: #19293C;">Monthly fees</td>
        <td style="padding: 16px; color: #555;"><span style="text-decoration: line-through; opacity: 0.6;">$50–$200/mo</span></td>
        <td style="padding: 16px; background: #FEF3DC; color: #19293C; font-weight: 600;">✓ $0</td>
      </tr>
      <tr style="border-bottom: 1px solid #e5e7eb;">
        <td style="padding: 16px; font-weight: 600; color: #19293C;">Per-return fees</td>
        <td style="padding: 16px; color: #555;"><span style="text-decoration: line-through; opacity: 0.6;">$25–$50/return</span></td>
        <td style="padding: 16px; background: #FEF3DC; color: #19293C; font-weight: 600;">✓ $0</td>
      </tr>
      <tr style="border-bottom: 1px solid #e5e7eb;">
        <td style="padding: 16px; font-weight: 600; color: #19293C;">Refund processing cut</td>
        <td style="padding: 16px; color: #555;"><span style="text-decoration: line-through; opacity: 0.6;">10–25%</span></td>
        <td style="padding: 16px; background: #FEF3DC; color: #19293C; font-weight: 600;">✓ 0%</td>
      </tr>
      <tr style="border-bottom: 1px solid #e5e7eb;">
        <td style="padding: 16px; font-weight: 600; color: #19293C;">Seasonal cost (50 returns)</td>
        <td style="padding: 16px; color: #555;"><span style="text-decoration: line-through; opacity: 0.6;">$1,500–$3,500+</span></td>
        <td style="padding: 16px; background: #FEF3DC; color: #E8A020; font-weight: 700;">$649 unlimited</td>
      </tr>
      <tr style="border-bottom: 1px solid #e5e7eb;">
        <td style="padding: 16px; font-weight: 600; color: #19293C;">Bank products</td>
        <td style="padding: 16px; color: #555;">Often extra</td>
        <td style="padding: 16px; background: #FEF3DC; color: #19293C; font-weight: 600;">✓ Included</td>
      </tr>
      <tr>
        <td style="padding: 16px; font-weight: 600; color: #19293C;">E-file</td>
        <td style="padding: 16px; color: #555;">Often extra</td>
        <td style="padding: 16px; background: #FEF3DC; color: #19293C; font-weight: 600;">✓ Included</td>
      </tr>
    </tbody>
  </table>
</div>

Built on Real Tax Workflows

We built TaxOwl Pro by running returns through it internally. The system handles the complete workflow:

<div style="background: #fff; border: 1px solid #e5e7eb; border-radius: 12px; padding: 40px; box-shadow: 0 2px 8px rgba(0,0,0,0.04);">
  <ul style="list-style: none; padding: 0; margin: 0; font-size: 1rem; color: #555; line-height: 2;">
    <li style="margin-bottom: 16px;">✓ Client intake through portal</li>
    <li style="margin-bottom: 16px;">✓ Return preparation in our interface</li>
    <li style="margin-bottom: 16px;">✓ E-file submission to IRS/states</li>
    <li style="margin-bottom: 16px;">✓ Remote signature capture</li>
    <li style="margin-bottom: 16px;">✓ Automated client delivery</li>
  </ul>
  <p style="font-size: 0.95rem; color: #7A8FA8; font-weight: 600; margin-top: 24px; padding-top: 24px; border-top: 1px solid #e5e7eb;">Everything automated. Zero manual steps. Tested through real tax workflows.</p>
</div>

Why We Built This Differently

<p style="font-size: 1rem; color: #555; line-height: 1.7; margin: 0 0 24px;">Traditional tax software was built for big firms, not tax professionals who own their practice.</p>

<p style="font-size: 1rem; color: #555; line-height: 1.7; margin: 0 0 32px;">They charge monthly ($50–200/month) PLUS take 10–25% of your refund processing fees.</p>

<div style="background: #FEF3DC; border-left: 5px solid #E8A020; border-radius: 0 8px 8px 0; padding: 24px 32px; margin-bottom: 32px;">
  <div style="margin: 0; font-size: 0.95rem; color: #3D4F6B; line-height: 1.8;">
    <p style="margin: 0 0 8px 0;">That means:</p>
    <ul style="list-style: none; padding: 0; margin: 0;">
      <li style="display: block; margin-bottom: 8px;">• You're paying overhead costs even in slow months</li>
      <li style="display: block; margin-bottom: 8px;">• Your profit gets cut on every return</li>
      <li style="display: block;">• You're locked into their pricing</li>
    </ul>
  </div>
</div>

<p style="font-size: 1rem; color: #555; line-height: 1.7; margin: 0 0 24px;">We built TaxOwl Pro on a different model:</p>

<div style="background: #19293C; border-radius: 12px; padding: 32px; color: #fff;">
  <p style="font-size: 1.1rem; font-weight: 700; margin: 0 0 12px; color: #FFFFFF;">One flat seasonal price ($649), no percentage cuts, full automation.</p>
  <p style="font-size: 0.95rem; color: #FFFFFF; margin: 0;">That's how preparers own their business.</p>
  <p style="font-size: 0.9rem; color: #94a3b8; margin: 12px 0 0; padding-top: 16px; border-top: 1px solid rgba(255,255,255,0.2);"><a href="https://thetaxwire.com" target="_blank" rel="noopener" style="color: #E8A020; text-decoration: none;">Read more insights in The Tax Wire blog</a> — daily updates on tax practice economics, software trends, and preparer strategies.</p>
</div>

How It Works

From application to filing in 48 hours 1

Apply

Fill out a short application. Tell us about your practice, your PTIN, and where you file. Takes about 3 minutes. 2

Get Approved

We review your application and confirm your PTIN and EFIN status. Most approvals happen within 24 hours. 3

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. 4

File & Get Paid

Start filing returns. Offer refund transfers. Earn more per return.

Apply Now
For Tax Professionals

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.
TaxOwl Pro is an IRS Authorized e-file Provider.

How to Find Your First Clients

<div style="background: #fff; border-left: 4px solid #E8A020; border-radius: 8px; padding: 32px 28px; margin-bottom: 40px;">
  <p style="font-size: 0.95rem; color: #3D4F6B; line-height: 1.8; margin: 0 0 20px 0;">
    <strong style="color: #19293C; font-size: 1rem;">You don't start from zero. We give you the playbook.</strong>
  </p>
  <div style="margin: 0;">
    <p style="font-size: 0.95rem; color: #3D4F6B; line-height: 1.8; margin: 0 0 16px 0;">
      <strong style="color: #19293C;">✓ Scripts &amp; templates for Facebook groups</strong> — Join 20+ tax prep groups actively recruiting. We give you the messaging.
    </p>
    <p style="font-size: 0.95rem; color: #3D4F6B; line-height: 1.8; margin: 0 0 16px 0;">
      <strong style="color: #19293C;">✓ How to reach CPAs and referral networks</strong> — Most profitable clients come from referral sources.
    </p>
    <p style="font-size: 0.95rem; color: #3D4F6B; line-height: 1.8; margin: 0 0 16px 0;">
      <strong style="color: #19293C;">✓ Pricing strategy ($400–$800 per return)</strong> — Charge enough to survive, not so much you price yourself out.
    </p>
    <p style="font-size: 0.95rem; color: #3D4F6B; line-height: 1.8; margin: 0;">
      <strong style="color: #19293C;">✓ Follow-up sequences</strong> — Email templates to convert prospects into clients.
    </p>
  </div>
</div>

<p style="font-size: 0.95rem; color: #3D4F6B; text-align: center; margin-bottom: 24px;"><strong>Most founding members get 10–20 clients in year 1 through:</strong></p>
<div style="display: flex; flex-direction: column; gap: 12px; max-width: 600px; margin: 0 auto;">
  <p style="font-size: 0.9rem; color: #3D4F6B; margin: 0; text-align: center;">Tax prep Facebook groups</p>
  <p style="font-size: 0.9rem; color: #3D4F6B; margin: 0; text-align: center;">CPA referrals</p>
  <p style="font-size: 0.9rem; color: #3D4F6B; margin: 0; text-align: center;">Local networking</p>
</div>
<p style="font-size: 0.85rem; color: #7A8FA8; text-align: center; margin-top: 24px; padding-top: 24px; border-top: 1px solid #e5e7eb;">Check <a href="https://thetaxwire.com" target="_blank" rel="noopener" style="color: #E8A020; font-weight: 600; text-decoration: none;">The Tax Wire</a> for templates, scripts, and detailed guidance on client acquisition strategies.</p>

Who We're Built For

TaxOwl Pro is designed for tax professionals 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

Not sure if you meet all requirements? Review the qualifications above, then apply when you're ready. We're here to answer questions — but all preparers must hold a valid PTIN before activation.

FAQs

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. Is there a refund policy?

Our refund policy is activation-based:

• Full refund if denied: If your PTIN/EFIN verification is denied, you receive a full refund. You never got the product, so you don't pay.

• No refund after activation: Once your account is activated and you're granted software access, no refunds are available. You have access to all platform features for the full tax season.

• No mid-season cancellations: There is no pro-rating or refunds for mid-season changes of mind.

This policy is fair and protects both parties. For full details, see our

Terms of Service

. Do you handle multistate returns?

Yes. TaxOwl Pro supports multistate e-filing through our IRS Authorized e-file provider relationship. You can file federal returns and state returns (all 50 states) for your clients. Your EFIN is your authorization to file in all states where you're qualified. What happens if I miss the founding deadline?

The founding member rate ($649/season) is only available until October 31, 2026, or until 50 members activate—whichever comes first. After that, new preparers pay $699/season. There's no way to "get in" at the founding rate after the deadline, so apply now if you want to lock in the lower price for life. Can I file prior-year returns?

Yes. Your TaxOwl Pro account works year-round, so you can file prior-year returns (amendments, extensions from prior seasons, etc.) whenever you need to. The flat seasonal price covers all returns you file during the calendar year—no limits on how far back you go. What's your response time for support during tax season?

We aim for next-business-day response during tax season (January–April). Our support team prepares and files returns themselves, so they understand real-world issues and can help you troubleshoot quickly. For urgent issues, email

1040@taxowlpro.com

with "URGENT" in the subject line.

TaxOwl Pro

Ready to Build Your Tax Business?

Join the first 50 founders at $649/season. After that, the rate moves to $699/season.

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$649/season
⚡ Founding Member Rate (First 50 Only)
No monthly fees. No percentage cuts. Unlimited returns.
49 spots remaining • First come, first served


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TaxOwl Pro tax software
TaxOwl Pro

Simple pricing. Serious software. Built for your practice. (813) 790-9269 16350 Bruce B Downs Blvd, Suite 47133, Tampa, FL 33647

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