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Taxes. Handled. Optimized.

File, plan, and stop overpaying — at home and abroad.

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WhiteOwl

Tax Assistant

Your Tax Situation: Handled by Experts. Optimized by AI.

Licensed professionals only

Every advisor is a verified and vetted tax expert.

Bank-level encryption

Your documents are encrypted end-to-end and never shared.

Year-round advisory

Ongoing tax strategy and support — not just at filing season.

Who we serve

Built for tax lives that don't fit the standard forms

If your tax life crosses a border, a business, or a major financial event — you're in the right place.

Globally mobile & cross-border individuals

Your life crossed a border — now two tax systems want a piece, and neither local accountant sees the whole picture.

ResidencyForeign assetsExit tax

Startup founders

You built the company. Don't let a missed election or a blown gain exemption cost you millions at exit.

Founder equityExit planning

Business owners & operators

How you pay yourself can swing your tax bill by double digits. Let's structure it the right way.

Owner pay mixEntity structure

Executives with stock compensation

Your RSUs and options just reshaped your tax picture — and default withholding won't cover what you owe.

RSUs & optionsWithholding gaps

Real estate investors

Real estate rewards those who structure and document it correctly, across every property and every border.

DepreciationRolloversRental income

Investors & traders

Whether you trade daily or buy and hold, the right elections and clean basis tracking protect your gains.

ElectionsCost basis

HNWI, family offices, inheritors & beneficiaries

Complex wealth deserves one coordinated tax strategy — not a dozen disconnected advisors.

Trusts & estatesCoordinated strategy

Retirees with international ties

Retiring across borders? Plan your pensions and withdrawals before the cheaper options close for good.

PensionsTreaties

Crypto investors

Staking, DeFi, NFTs — your on-chain activity is taxable, and most accountants can't keep up with it.

Staking & DeFiCost basis

Athletes & entertainers

Every city you perform in wants to tax you. We make sure you're never paying twice.

Multi-country incomeImage rights
Explore all client profiles →
How it works

Complex tax situations, handled with precision

Upload your documents. We handle the rest.

Tax documents

Prior returns, slips

Financial records

Brokerage, investments

Legal

Contracts, visas

AI context extraction

Situation, jurisdiction & complexity

Smart professional matching

Credential, specialty & jurisdiction fit

Competitive bidding

Professionals compete for your engagement

WhiteOwl

Tax advice

Year-round guidance

Tax filings

Federal, state, cross-border

Verified professional

Accountant and attorney

FAQ

Frequently Asked Questions

Advisors are credential verified before they can take work, your payment is held in escrow until you approve, and nothing is filed until you have reviewed and signed off. You are in control of the final step, every time. The same benefits extend to tax planning: any strategy is reviewed and signed off by a licensed professional before you act on it, so you are never relying on AI output alone.
A licensed human, always. The AI does the heavy lifting — pulling your documents together and analyzing your situation — but a credentialed professional reviews every figure and signs it. Software handles the logic; a person handles the judgment.
Onboarding takes minutes. Upload your last tax return or two, answer a few questions about your situation, and share a handful of financial documents — that is it. From there we handle the analysis and match you with the right advisor.
Most accountants are proficient at domestic returns but are not set up for cross-border complexity — foreign tax credit elections, treaty positions, foreign entity reporting. We build the cross-border analysis into the platform, then match you with an advisor who specializes in your situation, instead of you cold-calling firms hoping they have seen a case like yours. You get specialist depth without the specialist hunt.
We have advisors with expertise across the jurisdictions you owe in, and we coordinate your filings so your local and international obligations line up instead of conflicting. We close the gaps generic tax software leaves open.
That is what we are built for. Complex international cases are the ones existing tools handle worst, and they are our core focus. The platform surfaces every reporting obligation and quantifies the risk of each gap, then routes you to an advisor equipped for that exact mix. The more complicated your situation, the more value we deliver.
Your documents live in an encrypted vault, data is encrypted with managed keys, and access is limited to you and the licensed advisor assigned to your case. You always have access to your own documents; no one else at WhiteOwl can open your files, and your information is never sold or shared with third parties. Privacy and confidentiality are at the very foundation of the platform.

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