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SavingsMax Tax Planning Platform

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Confirm with Jimmie whether this is still active. If yes, Atlas drafts technical build spec from Ledger domain scoping doc.

Jimmie's tax strategy planning platform — fractional CFO advisory only (no return prep). Pricing = 12% of estimated tax savings per strategy. Ledger delivered domain scoping doc 2026-05-05; Atlas to draft tech build spec. No movement in 2 weeks — FLAGGED.

Owner: ledger
Touched: 5d ago
Started: May 19, 2026

Timeline (3 events)

  1. noteMay 24, 2026 · mem.ai

    {"title":"Call with Collin Jones","content":"# Call with Collin Jones\n\n**Participants:** Collin Jones, Jimmie Needles\n\n**Date:** May 14, 2026, 1:06 PM\n\n**Duration:** 1:37\n\n## Summary\n\nCollin

  2. noteMay 24, 2026 · mem.ai

    {"title":"Call with Collin Jones & Jimmie Needles","content":"# Call with Collin Jones & Jimmie Needles\n\n**Date:** May 21, 2026, 12:34 PM\n\n**Duration:** 1:21\n\n## Summary\n\nJimmie is finalizing

  3. file addedMay 19, 2026 · atlas

    Backfilled to projects wall. Deliverable: Team Inbox/Tax Planning Software - Scoping Doc.md