Butter provides tax filing and financial reporting services tailored for individuals with equity, real estate, and private investment portfolios. Users receive a comprehensive view of their financial life—including tax filing, planning, and reporting—through a single flat annual fee, simplifying compliance and future financial planning.
Funding
Funding not disclosed
Founders
Product
Problem
Investors with equity, real‑estate, and private‑investment holdings often face fragmented tax filing, reporting, and financial‑planning processes, requiring multiple providers and leading to errors or missed opportunities.
Solution
Butter offers a single, web‑based platform that consolidates tax preparation, annual reporting, and forward‑looking financial planning for complex investment portfolios. Users upload transaction data, and the service generates a complete tax return and a detailed financial overview, all reviewed by tax professionals. The platform presents actionable insights—such as credit‑card‑linked spending patterns—to help clients transition to the next stage of wealth accumulation. Butter charges a flat annual fee, eliminating per‑form or per‑transaction pricing and simplifying budgeting for high‑net‑worth individuals.
Target Audience
Butter serves high‑net‑worth individuals and family offices that hold diversified equity, real‑estate, and private‑investment assets and require consolidated tax and financial‑planning services.
Features
- Integrated tax filing engine that imports equity, real‑estate, and private‑investment transactions and produces a ready‑to‑file return
- Automated annual financial reports that summarize portfolio performance, tax liability, and cash‑flow implications
- Forward‑looking financial planning tools that model the impact of future investment decisions and life events
- Credit‑card data integration that surfaces spending trends and identifies opportunities for tax‑efficient growth
- Dedicated tax professional review to ensure accuracy and compliance across all asset classes
- Flat‑rate annual pricing model with no hidden fees or per‑transaction charges