Accounting & BookkeepingTax Preparation & Strategy4HighAdvisor$ explicit
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.
62
0
Opp. Score
62
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
Part of App Idea
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