SkinnyTax is a SaaS platform that provides tax planning tools to simplify and optimize tax processes for individuals and businesses. The platform offers transparent pricing and aims to make tax planning more accessible and efficient.
Funding
Funding not disclosed
Founders
Product
Problem
Individuals and businesses often find tax planning complex and inaccessible, leading to missed opportunities for deductions and increased tax liabilities. Traditional tax planning methods can be expensive and lack transparency, creating a barrier for many to optimize their tax strategies.
Solution
SkinnyTax is a SaaS platform that provides affordable and efficient tax planning tools, enabling individuals and businesses to forecast their tax liabilities and plan accordingly. The platform incorporates tax advisor recommendations into a DIY software, offering personalized insights and evaluations to develop and execute tax planning strategies. By leveraging both self-help software and tech-enabled advisory services, SkinnyTax aims to bridge the gap between top tax attorneys and mainstream software, providing transparent pricing and empowering users to maximize tax deductions and reduce their overall tax burden. The platform also offers access to expert chat support and live Q&A sessions with seasoned professionals.
Target Audience
SkinnyTax targets individuals and businesses seeking affordable, efficient, and transparent tax planning solutions, including high-net-worth individuals, startup founders, and those struggling with IRS tax debt.
Features
- Tax planning proposal generation
- Personalized plan update notifications
- Deadline, audit, and lien notifications
- New opportunities notifications
- Executed plans and documents storage
- Updated and new plan documentation
- Expert chat support
- Tax calculators for income tax, capital gains tax, estate tax, and QSBS
- Integration with Simply Global for high-net-worth individuals
- Options for Offer in Compromise, payment plans, hardship appeals, and interest abatement for IRS tax debt