Shortage of reliable, reasonably priced CPAs for individual and small business tax returns, especially for clients of an RIA.

Many CPAs are retiring or only serve medium-sized businesses, leaving a gap for individuals and small business owners needing affordable tax preparation and planning.

Severity

4High

Willingness to Pay

explicit

Added

Jun 4, 2026

App Concept

TaxSolo Pro

A platform that connects RIAs and their clients with solo CPAs specializing in individual and small business tax returns. It offers flat-fee pricing, integrated financial planning, and vetted professionals to overcome the shortage of available CPAs.

Key Features

Verified CPA network with tax planning expertise
Flat-fee pricing for tax returns and planning
Integration with financial planning tools for AUM-optional advisors
Client portal for seamless document sharing and communication

Target Users: RIAs and independent financial advisors serving individuals and small business owners who need affordable tax preparation and planning.

Revenue Model: $199/month subscription for advisors with access to CPA network, plus 10% referral fee on each tax engagement

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