Tax Planning Services for Busy Season Preparation

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Tax Planning Services for Busy Season Preparation

Inspired by a conversation on:

Jason On Firms Podcast

Jason On Firms Podcast

516 What Accounting Firms Should Prioritize Before 12/31

Host: Jason Staats

Timestamp: 00:06:00 - 00:07:08

Listen to Episode • View Podcast • All Ideas from Jason On Firms Podcast

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Feather Flow

Direct Quote

"The biggest upside of doing tax planning with my clients is I didn't then touch that work again until the summer."

Market Gap

Firms face overwhelming workloads during tax season without prior planning.

As tax season approaches, many accounting firms find themselves inundated with last-minute requests and overwhelming workloads. Clients who do not engage in tax planning beforehand create a bottleneck that can lead to rushed work, errors, and client dissatisfaction. Without proactive strategies in place, firms struggle to manage their time effectively, leading to stress for both staff and clients. The lack of foresight can also hinder the firm's ability to provide tailored advice, ultimately affecting client retention and satisfaction.

Summary

This business idea focuses on offering specialized tax planning services designed to help clients prepare for tax season well in advance. By engaging clients in tax planning discussions before the end of the calendar year, firms can lock in necessary information and reduce the workload during the peak season. The service could include personalized assessments, recommendations for tax-saving strategies, and tailored follow-up plans that allow clients to defer filing until later in the year. This proactive approach not only enhances client relationships but also allows firms to manage their resources more effectively during busy periods.

Categorization

Business Model
Service
Target Founder
Subject Matter Expert
Difficulty
Medium
Time to Revenue
1-3 months
Initial Investment
< $100

Potential MRR (18-24 months)

Conservative
$2,000 - $4,000 MRR
Moderate (Most Likely)
$5,000 - $10,000 MRR
Optimistic
$10,000 - $20,000 MRR

* Estimates assume solo founder/bootstrap scenario with competent execution

Scores

Clarity
9/10
Novelty
8/10
Feasibility
9/10
Market Potential
8/10
Evidence
9/10
Overall
8.6/10
Found on September 22, 2025 • Analyzed on October 4, 2023 3:52 PM

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How should I validate this service idea before building it?

2:34 PM

Great question! For a service idea like this, I'd recommend starting with these validation steps:

  1. Customer interviews: Talk to Subject Matter Expert to understand their pain points
  2. MVP approach: Build a simple landing page to test demand
  3. Competitor analysis: Research existing solutions and identify gaps

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2:35 PM

Yes, and what about the technical implementation? Should I build this myself or hire a team?

2:36 PM

Based on your idea's complexity and 1-3 months, here's my recommendation:

Technical Strategy:

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  • Consider your technical background and available < $100
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2:37 PM

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