FAQ for Members

White Owl is a platform that connects individuals, trusts, and companies with vetted cross-border tax professionals. We match you with advisors who specialize in your specific tax situation — whether that involves expat filings, corporate mobility, estate planning, or multi-jurisdiction compliance.

Creating an account on White Owl is completely free. You are only charged when you choose to engage an advisor for a specific project. All fees are transparent and agreed upon before work begins.

Every advisor on the platform undergoes a thorough verification process. We review professional designations (CPA, EA, CA, etc.), license numbers, areas of specialization, and years of experience. Only qualified professionals who meet our standards are approved to join the network.

After completing your intake questionnaire, our platform identifies advisors whose expertise aligns with your needs — including specialization, language, jurisdiction experience, and budget. You can browse matched professionals, review their profiles, and select the advisor that fits best.

All payments are held in escrow through our secure payment system powered by Stripe. Funds are only released to the advisor once you confirm that the work has been completed to your satisfaction. This protects both parties throughout the engagement.

If you have concerns about the quality of work delivered, you can raise a dispute before releasing payment. Our support team will review the situation and work with both parties to reach a fair resolution.

Yes. You can engage different advisors for different projects or jurisdictions. Many clients work with one advisor for US filings and another for their European tax obligations, for example.

Absolutely. All documents and communications on the platform are encrypted. Your personal and financial information is only shared with advisors you choose to engage, and all professionals on the platform are bound by strict confidentiality obligations.

White Owl covers a wide range of cross-border tax needs including personal income tax, corporate tax, capital gains, estate and inheritance planning, expat filings, crypto and digital assets, transfer pricing, FBAR/FATCA compliance, and more.

Join our waitlist or create a free account. Complete the intake questionnaire describing your tax situation, and we'll match you with qualified professionals who can help.