Capital Gains Tax Prep Service (White-Glove, Flat-Fee)
A done-for-you service where investors mail or upload their brokerage statements and prior-year tax returns; a team of tax specialists (CPAs or EA-credentialed staff) calculates their capital gains liability, identifies tax-loss harvesting opportunities, and delivers a completed Form 8949 + Schedule D + a one-page memo explaining their tax bill and filing strategy. Turnaround: 5 business days. Flat fee per return, not hourly.
22 weeks • 70% confidence
Value Proposition
Eliminates the cognitive load entirely. No software to learn, no DIY mistakes, no audit anxiety. Cheaper than a full-service CPA ($300–500 flat fee vs. $1000+ hourly billing). Includes tax optimization (loss harvesting recommendations, timing strategies). Delivered by credentialed tax professionals, not software. Peace of mind.
Target Audience
High-income individuals ($150k+) with taxable investment accounts ($250k+) who have 20+ annual trades; busy professionals (doctors, lawyers, executives) who don't have time to learn tax rules; people who've been burned by audit risk or overpaid in prior years.
Key Features
- Secure upload portal (encrypted document submission)
- Brokerage statement review + transaction extraction (manual or CSV import)
- Wash-sale rule application and adjustment
- And more, with full implementation detail...
Tech Stack
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Sign up freeOriginal Problem
Individuals struggle to accurately calculate and report capital gains taxes, leading to costly mistakes and audit riskIndividual investors and traders lack clear guidance on how to properly calculate capital gains tax liability across multiple transactions, holding periods, and account types. Current solutions are fragmented—tax software is generic, accountants are expensive, and IRS guidance is dense—leaving people confused about whether they owe taxes, how much, and how to report it correctly. This confusion causes either underpayment (audit risk) or overpayment (wasted money).
Score: 21.4% • 1 demand signal