Tax Planning Software for Passive Investors

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Tax Planning Software for Passive Investors

Inspired by a conversation on:

The Best Ever CRE Show

The Best Ever CRE Show

JF 4025: 100% Bonus Depreciation, SALT Cap Relief and PTET Strategies ft. Amanda Han and Matt MacFarland

Host: Joe Fairless

Timestamp: 00:52:45 - 00:53:15

Listen to Episode • View Podcast • All Ideas from The Best Ever CRE Show

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Feather Flow

Direct Quote

"There's still people out there that wait to talk to their tax person until April. And when they're dropping off their information for some reason, now, now they're telling them what happened last year."

Market Gap

Passive investors often lack timely tax planning before tax season.

Many passive investors wait until tax season to consult their CPAs, which limits their ability to optimize their tax situations. This can lead to missed opportunities for tax savings and inefficient tax strategies. Investors often do not realize the importance of proactive planning, especially when they have ongoing investments or changes in their financial situations. The current solutions available are often reactive, leaving investors unprepared and potentially facing higher tax liabilities than necessary. As the tax landscape becomes more complex, especially with new laws, the need for timely and informed planning is increasingly crucial.

Summary

The business idea revolves around creating a specialized tax planning software designed for passive investors in real estate. This software would provide users with a proactive approach to tax planning, allowing them to input their investment scenarios and receive tailored advice on optimizing their tax situations throughout the year, rather than waiting until tax season. The target audience includes passive investors who often feel overwhelmed by tax implications of their investments. The software could use algorithms to analyze users' financial data, suggest optimal investment structures, and provide reminders for crucial tax deadlines and strategies to minimize tax liabilities. By facilitating ongoing dialogue between investors and their tax advisors, the software could help improve the overall financial outcomes for its users.

Categorization

Business Model
SaaS
Target Founder
Technical
Difficulty
Medium
Time to Revenue
3-6 months
Initial Investment
$1,000-$10,000

Scores

Clarity
8/10
Novelty
7/10
Feasibility
8/10
Market Potential
9/10
Evidence
7/10
Overall
7.8/10
Found on September 11, 2025 • Analyzed on September 11, 2023 7:57 AM

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How should I validate this saas idea before building it?

2:34 PM

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

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  2. MVP approach: Build a simple landing page to test demand
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2:35 PM

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

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Technical Strategy:

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