Tax Refund Claim Assistant

Millions of taxpayers are eligible for IRS pandemic-era penalty refunds but don't know how to claim them. Build an AI-powered tool that asks users simple questions about their tax situation and auto-generates the correct IRS refund claim forms, filing instructions, and submission guidance.

The IRS's Notice 2022-36 penalty relief program and lingering COVID-era abatement eligibility have left a concrete, time-bounded window where millions of filers are leaving money on the table — but that window is closing as statute of limitations deadlines approach, which creates urgency rather than evergreen demand. No clear incumbent owns this niche; most tax software like TurboTax or H&R Block handles forward-looking filing, not backward-looking penalty recapture. The revenue band is honest given the narrow use case — this is a transactional tool with a natural ceiling unless expanded into broader IRS correspondence or audit response workflows. The single biggest risk is timing: once the relevant deadlines pass or the IRS processes the bulk of eligible claims automatically, demand evaporates entirely, leaving no durable product behind.