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Accounting & BookkeepingTax Preparation & Strategy (new)4HighTaxpayer (Individual Investor)$ implied

CPA overlooked RSU tax basis adjustment from supplemented brokerage form, causing $7,500 overpayment.

Existing CPAs and tax software may not cross-reference W-2 RSU income with brokerage supplemental statements to adjust cost basis, leading to overstated gains.

Severity

4High

Willingness to Pay

implied

Added

Apr 30, 2026

Workarounds Described

Manual comparison of W-2 and brokerage supplemental statement
Reliance on CPA to catch the error

Implied Software Gaps

Automated cross-document reconciliation for RSU tax basis

App Concept

BasisBridge Tax

BasisBridge Tax automatically cross-references W-2 RSU income with brokerage tax forms and supplemental statements to detect cost basis errors. It scans uploaded documents for discrepancies, calculates corrected gains, and generates amended return data, preventing overpayment.

Key Features

Automated cross-referencing of W-2 and brokerage forms
RSU cost basis adjustment detection
Amended return calculation
Privacy-preserving on-device processing option

Target Users: Individual investors with RSU income who file taxes via CPA or DIY software

Revenue Model: Freemium with $49 per tax season for full analysis and amended return support

Existing Solutions Mentioned

CPAPerplexity Computer Tax Review

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