Online Box 3 calculator with revenue & leads

Box 3 is a hot topic in taxation right now. Many Dutch people are investigating whether they have overpaid Box 3 taxes. The Tax and Customs Administration has sent out millions of letters regarding the rebuttal rule, and significant tax refunds have already been granted.

This is a fully developed and operational online tax platform. The platform helps savers and investors calculate their actual return, compare it to the Tax Authority’s flat-rate return, and determine whether they may be eligible for a tax refund. This is not just an idea or a startup, but a functioning digital business with existing revenue, an extensive lead database, and largely automated processes.

Key figures

• Nearly 10,000 leads, generated through targeted online ads
• Several hundred contacts with names, phone numbers, and email addresses
• Approximately €10,000 in revenue generated
• New sign-ups every day
• Two AI-powered newsletters per week
• Approximately €300 in fixed monthly costs, excluding advertising budget and payment processing fees
• About three hours of work per week for the current owner

Marketing is conducted through major social media channels and Google.

Revenue Model
A free calculator immediately shows visitors whether it makes sense to have their actual return calculated in more detail. This forms the basis for lead generation. In addition, there are two paid products: an annual report with a calculation of the actual return for a single tax year, and a more comprehensive recovery package covering multiple tax years.

Automation
The website was developed and is maintained using a proprietary AI agent, which assists with technical adjustments, further development, and the creation of newsletters. The database receives a newsletter twice a week covering Box 3, actual returns, tax refunds, and the rebuttal rule.

Growth Opportunities
The main growth opportunities lie in increasing conversion rates within the existing database, further use of online advertising, search engine optimization, and partnerships with accountants, tax advisors, and financial service providers. Additional tax reporting tools and other digital financial services could also be developed.

What Is Being Transferred
This is an asset transaction; the buyer acquires the business assets, not the legal entity. The acquisition includes:

• the fully set up website and domain name;
• the Box 3 calculator and report generator;
• the payment environment and product structure;
• all associated website content;
• the lead database, to the extent it is transferable in accordance with the GDPR;
• the newsletter and marketing structure;
• the AI agent for website management and further development;
• Technical handover and onboarding support.

Suitable for
Internet entrepreneurs, online marketers, software companies, accountants, tax advisors, financial service providers, and investors. For an existing tax or financial service provider, the platform can serve as a complement to their current services.