Own Tax Planning AI.

What you'd own.

Every artifact below transfers to your accounts on day one. The whole engine.

• ●Landing page and Google Ads copy targeting SMB tax decision makers
• ●Agent design spec for tax strategy recommendations with safety guardrails
• ●LinkedIn outbound playbook and CPA partnership framework
• ●Financial model and unit economics through Series A
• ●Initial customer interviews and warm intro list to CFOs
• ●Brand positioning for the growing business tax market

What Roll Digital builds for you.

Custom scope to take Tax Planning AI from MVP shell to operating business.

• ▸Production FastAPI backend with PostgreSQL database for tax planning workflows
• ▸Stripe billing across three pricing tiers with usage tracking
• ▸Email plus Google OAuth authentication and account management
• ▸Tax recommendation engine with human review checkpoints and audit logging
• ▸Legal guardrails: liability disclaimers and CPA relationship preservation controls
• ▸CPA co-management dashboard for shared customer visibility and approvals
• ▸Seasonal email campaigns for Q4 tax planning urgency

Why this could work.

The target market is clear: 1.4M businesses spending $1.5k yearly on tax strategy, with a $420M addressable opportunity. Your dual-channel GTM leverages both direct CFO outbound and CPA partnerships as distribution. CPAs adopting this tool become a moat. The buyer is well-defined, and year-round tax planning beyond Q4 seasonality solves a real workflow gap for growing businesses.

What you'd risk.

Tax advice liability is existential: if recommendations trigger audits or penalties, owners will sue. You need airtight legal disclaimers, human review checkpoints, and tight CPA guardrails to survive litigation. Second, displacing existing CPA relationships requires solving year-round problems, not just Q4 seasonality. The 16% success probability reflects genuine execution and market risk. Year 1 economics are negative, requiring growth acceleration or extended runway.

Who this fits.

This fits an existing tax or accounting agency looking to productize expertise into software, or a SaaS founder with existing CPA relationships. Ideal owner has domain credibility in tax and comfort with liability risk. You need distribution channels already in place. This is not a consumer product flip; it requires domain expertise, patient capital, and 18-24 months to meaningful profitability.

Timeline.

From contract signing to operating business.

1. Day 1
   Receive codebase, brand, landing page, GTM playbooks, customer introductions
2. Week 1
   Deploy production backend, activate CPA outreach, send first cold emails
3. Week 3
   Launch public beta, onboard five pilot customers, collect feedback
4. Week 6
   Go live with full Stripe integration and customer billing
5. Day 90
   Close 15 paying customers, sign first two CPA partnerships

Pricing.

Three ways in, depending on how much you want to build yourself.