Multi-Year Tax Projection Software

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Multi-Year Tax Projection Software

Inspired by a conversation on:

The Long Term Investor

The Long Term Investor

Year-End Tax Planning After the OBBBA with Susan Jones (Plancorp) (EP.224)

Host: Peter Lazaroff

Timestamp: 06:00 - 08:00

Listen to Episode • View Podcast • All Ideas from The Long Term Investor

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Feather Flow

Direct Quote

"You really need to run the numbers to prove that out."

Market Gap

Individuals lack tools for effective long-term tax planning.

Many individuals, especially pre-retirees, struggle to create effective long-term tax strategies due to the complexity of the tax code and the need for multi-year projections. Without an intuitive tool that can project tax implications based on different scenarios, taxpayers may miss significant savings opportunities or make costly mistakes. Current solutions often lack the capability to visualize the tax landscape over multiple years, which is critical for individuals planning their retirement and other major life events.

Summary

Developing a multi-year tax projection software that allows users to input various income scenarios, deductions, and tax law changes could empower individuals to make informed decisions regarding their tax strategies. This software would enable users to simulate different tax situations and visualize the impact on their overall financial health over multiple years. Additionally, it could incorporate alerts for strategic moves such as Roth conversions and capital gains timing, helping users optimize their tax outcomes as they approach retirement. Such a tool could be marketed to financial advisors, individual investors, and tax professionals.

Categorization

Business Model
SaaS
Target Founder
Technical
Difficulty
High
Time to Revenue
6-12 months
Initial Investment
$10,000+

Potential MRR (18-24 months)

Conservative
$3,000 - $8,000 MRR
Moderate (Most Likely)
$10,000 - $25,000 MRR
Optimistic
$30,000 - $60,000 MRR

* Estimates assume solo founder/bootstrap scenario with competent execution

Scores

Clarity
9/10
Novelty
8/10
Feasibility
5/10
Market Potential
9/10
Evidence
8/10
Overall
7/10
Found on October 1, 2025 • Analyzed on October 1, 2025 8:21 AM

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How should I validate this saas idea before building it?

2:34 PM

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