Starter ITP Library

Ten ready-made Ideal Taxpayer Profiles to adapt instead of starting from a blank page. Pick the one closest to who you want, change the revenue band and location to yours, and hand it to the lead-finder skill or Prompt A in itp-and-sourcing.md. Each lists the trigger that makes them need you and the best public sources to find them (details in the Source Playbook).

These are starting points, not the finished profile. The sharper you make the trigger and the geography, the better the leads.

1. The newly incorporated owner

Who: Someone who just formed an LLC or corporation. Size: pre-revenue to ~$250k. Trigger: just registered the entity, no books, no entity election, no first-year plan. Service: entity election (S-corp?), bookkeeping setup, first-year tax plan. Sources: state business registry (recent formations), local business-license records. Not a fit: established multi-year businesses.

2. The owner outgrowing DIY books

Who: Solo or small-team business owner still doing their own bookkeeping. Size: ~$250k to $1.5M. Trigger: hiring their first finance/admin person, or visibly past the point of spreadsheets. Service: bookkeeping cleanup + monthly close, quarterly planning. Sources: job boards (hiring a bookkeeper), maps/listings, chamber directories. Not a fit: businesses that already have a controller.

3. The real estate investor

Who: An individual or LLC holding rental property. Size: 2+ properties. Trigger: a recent purchase, or enough doors that returns got complex. Service: entity structuring, Schedule E, cost segregation, depreciation strategy. Sources: county property/assessor records, public deed records. Not a fit: single primary residence, no rentals.

4. The equity-comp employee

Who: An employee at a company that recently went public or raised, holding RSUs or options. Trigger: an IPO, a tender offer, or a big vesting event creating a surprise tax year. Service: equity-comp planning, AMT, withholding, estimated payments. Sources: SEC EDGAR (IPOs, S-1s), funding news, public LinkedIn for roles (connect, do not email-harvest). Not a fit: W-2-only, no equity.

5. The 1099 contractor crossing the threshold

Who: A freelancer, consultant, or gig worker whose self-employment income is climbing. Size: ~$80k+ net. Trigger: income high enough that an S-corp election starts saving real payroll tax. Service: S-corp election, reasonable comp, quarterly estimates, retirement. Sources: industry/freelance directories, maps by trade, professional licensing lookups. Not a fit: hobby income, very low net.

6. The restaurant or food business

Who: A new or growing restaurant, cafe, or food-service operator. Trigger: a new establishment, or sales-tax / tip-reporting complexity. Service: sales-tax compliance, tip reporting, entity, bookkeeping. Sources: new liquor/business-license filings, health-inspection lists, maps. Not a fit: national chains with in-house finance.

7. The licensed professional practice

Who: A doctor, dentist, attorney, or similar opening or running their own practice. Trigger: newly independent, or a practice growing past simple needs. Service: entity, compensation and retirement planning, bookkeeping, tax. Sources: state licensing-board public lookup, maps by specialty. Not a fit: employed professionals with no practice.

8. The community nonprofit

Who: A nonprofit, church, or association. Size: near a reporting threshold (compilation under $2M, review $2M to $5M, audit over $5M, adapt to your standard). Trigger: revenue crossing a threshold, repeated filing extensions (pain with their preparer), or a board/officer change. Service: compilation/review, Form 990, modified-cash-basis statements. Sources: ProPublica Nonprofit Explorer (990 financials), IRS Tax Exempt Org Search. Not a fit: orgs happy with a current independent CPA.

9. The post-raise startup

Who: A venture- or angel-funded company that just closed a round. Trigger: a recent raise, rapid hiring, multi-state footprint. Service: R&D credit, multi-state nexus, accounting setup, advisory. Sources: funding announcements, "fastest growing" lists, job-posting volume. Not a fit: pre-funding solo founders with no operations.

10. The owner nearing exit

Who: An established business owner thinking about selling or succession. Size: $2M+. Trigger: age, a recent unsolicited offer, or "I want out in a few years" signals. Service: exit and succession planning, deal structuring, tax minimization on sale. Sources: business-for-sale listings, industry "fastest growing"/Book of Lists, local business-journal coverage. Not a fit: owners with no intention to transition.

How to use one

1. Copy the profile closest to your target.
2. Replace the size band and location with yours, and sharpen the trigger to the most specific public signal you can name.
3. Run it: /lead-finder with the profile, or paste it into Prompt A in itp-and-sourcing.md.
4. The finder uses the Source Playbook to look in the right place, verifies each match, and logs them for your review.