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Accounting & BookkeepingTax Preparation & Strategy (new)4HighTax Professional / Accountant$ implied

Tax professionals lack a structured workflow for multi-state scenario planning involving PTET elections, residency changes, and remote workers.

Existing tax software may not handle multi-state PTET elections, residency changes, and remote worker scenarios in a single integrated workflow, forcing manual workarounds.

Opp. Score

Severity

4High

Willingness to Pay

implied

Added

May 19, 2026

Workarounds Described

builds custom spreadsheets
does calculations in head with IRS pubs

Implied Software Gaps

Dedicated multi-state tax scenario modeling software that integrates tax law updates and automates PTET, residency, and remote worker calculations

App Concept

MultiState Tax Planner Pro

An integrated multi-state tax scenario planning tool that automates PTET calculations, residency impact analysis, and remote worker nexus rules. It replaces manual spreadsheets and mental calculations with a visual dashboard that models outcomes across states instantly.

Key Features

PTET election comparison across states with automatic deduction impact
Residency change scenario builder with date-based allocation
Remote worker nexus detection and state filing threshold alerts
Collaborative workspace for team review and client-ready reports

Target Users: Tax professionals and CPA firms handling multi-state clients, especially those with high-net-worth individuals or remote workforces, firm sizes 10-200 employees.

Revenue Model: $99/mo per user SaaS subscription with a $199/mo team plan including 5 users

Part of App Idea

TaxCoach Pro

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