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Tax workpapers and return comparison software for CPA firms · USA

Lunar Papers: Product, team and how it was built

Solo founderB2BTax

Lunar Papers (Tax workpapers and return comparison software for CPA firms, USA): Per-engagement prices and card billing live, November 2026. Evidence grade E: no revenue figure was checked. Team: 1 founder named; headcount not published. Launched October 2026; still running.Added

Outcome
Per-engagement prices and card billing live, November 2026
Evidence
E no revenue figure was checked
Launch
October 2026
Status
Still running
Team
1 founder named; headcount not published
Outside funding
None found
Main channel
Not stated
No revenue figure

What is not verified

No revenue figure, customer count or funding figure was found. The company lists prices and says fees are charged to a card on file, but no source states that a customer has paid. A reader could look for a payment-processor profile, the Accounting Today article that the home page links, or an interview with the founder. The start date and size of the parent, Moonbot Worldwide, were not read. This story is grade E: the business is real and its product, price and customers are described from public pages, but no revenue figure was checked. Aiolum shows it as an idea worth studying, not as proof that it makes money.

Lunar Papers sells workpapers: the working files in which a tax preparer records where each number on a return came from. The product reads the documents a client sends, such as W-2 and 1099 forms, and builds a workbook with live Excel formulas. It also offers a return comparison, which checks the finished return against the workbook and lists possible differences for the firm to evaluate.

The company's home page names one person, William C. Robinson, CPA, J.D., as founder and owner. The terms of service name Lunar Papers, LLC, a Florida limited liability company, and the site calls it "a Moonbot Worldwide company". The earliest archive record of lunarpapers.com is from 22 October 2026, so the product is about three weeks old.

No revenue figure was found, and this story is grade E. The company lists a price for each workbook and each comparison. Its terms say fees are charged to a card kept on file with Stripe. No source says that a customer has paid, and no customer count is published.

Lunar Papers: Per-engagement prices and card billing live, November 2026. Tax workpapers and return comparison software for CPA firms, USA, solo founder, evidence grade E.
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01

Why did Lunar Papers work?

Four causes, in the order they mattered. Each one is a reusable lesson.

01

The founder says he built it inside his own tax practice

The home page quotes the founder saying he built it inside his own practice. The page lists his licence since 2005 and his role as managing partner of a tax firm. The quotation describes the product as a second set of eyes on every return before he signed.

02

Fees follow each engagement instead of a seat count

The home page says there is no annual commitment and no seat minimum, and the firm pays by engagement. The first workbook is free. A larger return waits for the firm to approve its price, and nothing is charged for a run that does not finish.

03

The software leaves every tax decision to the licensed preparer

The company's terms say the software does not sign or file a return. The signing preparer makes every determination. The terms describe a comparison as a tool whose findings identify possible differences for the firm to evaluate. The home page says the product works alongside the firm's existing tax software.

How it was built

These details come from the company's own pages, so they are grade C. [3, 5, 1, 2]

  • The privacy policy says the workpapers are built with Anthropic's models through its commercial API. It says inference is set to run only in the United States.
  • The security page says the service is hosted on DigitalOcean in its New York region, with a separate store for each firm.
  • The privacy policy names Resend for email, and Google and Microsoft for sign-in, if the firm chooses them.
  • The home page says the output is an Excel workbook with live formulas, prior-year comparisons and source references. It also offers a printable PDF tax file.
  • The terms say a firm must first get the client's written consent before it uploads a prepared return for comparison. The terms cite section 7216 of the Internal Revenue Code.

Tools named in the sources

Each one opens its page in the Tools tab, with every story that uses it.

02

Who tried this before Lunar Papers, and why did they fail?

Two companies in our database of failed startups tried to automate accounting or billing paperwork, and both closed. The values below are from that database and are not independently verified.

Died 2016 to 2019Burned US$2.0M burned

Sway Finance

The promise

Automated expense tracking, budgeting and forecasting for small and medium businesses, so that they needed no full-time accountant.

Why it died

The record names QuickBooks and Xero as rivals the company could not set itself apart from. It also names paid advertising that became too costly and a funding round that did not come.

Competition
Died 2015 to 2018Burned US$4.5M burned

CareLedger

The promise

A platform that automated tracking of patient billing and insurance claims for healthcare providers.

Why it died

The record names missing direct links to the large health-record systems and slow sales cycles. It says the burn rate grew faster than revenue.

Integration and scale

The failed startups come from our database of 1,749 dead startups, retold here in our own words. Its entries are AI-assisted summaries of public sources, so these cards carry no evidence grade.

What changed

Both predecessors sold general back-office software to buyers who already had a large incumbent product. Lunar Papers sells one narrow step, the workpaper and the final comparison, and says it works next to the firm's existing tax software.

The company also states that a licensed preparer makes every decision. That limits what the software promises. No source shows yet that firms pay for it.

03

Can one person copy Lunar Papers now?

The shape, yes. The payback is not shown yet.

A practitioner can sell software for a check that his own practice needs. The structure is a free first run, a price per job and a card on file. No source shows that it earns money yet, so a reader should not copy it as a proven business.

Where it is still open: Other professions with a mandatory second look before signing, such as audit files, benefit plan filings and insurance quotes.

  1. 1Pick a review step in your own profession that you repeat on every job.
  2. 2Charge per job, and give the first job for free to a firm with a business email address.
  3. 3State plainly that a licensed person makes every decision.
  4. 4Write the data-handling rules of your field into the terms before the first customer uploads a file.
04

How much revenue does Lunar Papers make?

Each row shows the evidence grade and the source numbers from the list at the end of this page. The grades are explained in How Aiolum verifies.

Prices and billing terms in November 2026, from the company's own pages. No revenue, customer count or funding figure was found
FactValueGradeHow we knowSources
Earliest trace of the product22 October 2026CThe Internet Archive's availability service gives a copy of lunarpapers.com stamped 22 October 2026 as the closest to both 1 January and 1 October 2026. The copy itself could not be opened.[9]
Terms of serviceeffective 24 October 2026CThe terms say "Effective October 24, 2026". The privacy policy was effective 28 October and updated on 6 November 2026.[2, 3]
Company entityLunar Papers, LLC, a Florida limited liability companyCTerms of service. The page footers add: "Lunar Papers is offered by Lunar Papers, LLC, a Moonbot Worldwide company."[2, 1]
Parent company, start and sizenot readCThe site calls Lunar Papers, LLC "a Moonbot Worldwide company" and says Moonbot Worldwide keeps public displays of aggregate activity. The parent's own pages were not read, so its start date and size are unknown.[1, 3]
FounderWilliam C. Robinson, CPA, J.D.CThe home page calls him "founder and owner", licensed since 2005 and managing partner of a Palm Beach County tax and advisory firm.[1]
Team sizenot publishedCOne person is named. The security page speaks of "Lunar Papers' operator" in the singular, and the privacy policy mentions personnel without a number.[1, 5, 3]
Workbook price, Form 1040US$79, US$149 and US$249 by sizeCHome page pricing table. The company's help page lists the same three amounts.[1, 4]
Return comparison priceUS$29, then US$15 for each repeatCHome page: "A Standard 1040 workbook plus one comparison: $108 ( $79 + $29 ). Compare it again after fixes for $15."[1]
Free startfirst Standard workbook and its first comparisonCFor a firm that signs up with its own business email domain. No card is required, as the home page states.[1, 2, 4]
Way to paycard on file with Stripe, charged at deliveryCTerms: "Fees are charged to the payment card the Firm keeps on file with our payment processor, Stripe, Inc." The help page says the price is held on the card and charged when the work is delivered.[2, 4]
AI providerAnthropic, through its commercial APICThe privacy policy says the workpapers are prepared "using large language models operated by Anthropic, PBC".[3, 5]
Product Hunt pagelisted as launched in 2026, 1 followerCProduct Hunt's own page. The home page says the product "launches on Product Hunt this Saturday" and shows an "As featured in Accounting Today" link.[8, 1]

How to read this table. Every value is grade C: the company's own page, or a record that the Internet Archive lists. No payment processor, press article or buyer confirms any of it. The Product Hunt row comes from Product Hunt's own page.

Lunar Papers prices read on the company's home page and help page on 12 November 2026 (grade C)
PlanPer month, billed yearly (US$)Per month, billed monthly (US$)Limit
Form 1040 workbook, Standard79 one-timeup to 15 documents, 3 K-1s, 2 brokerage statements
Form 1040 workbook, Complex149 one-timeup to 30 documents, 10 K-1s, 5 brokerage statements
Form 1040 workbook, Advanced249 one-timemore than 30 documents, 10 K-1s or 5 brokerage statements
Form 1040 return comparison29 one-time15 for each repeat comparison
Taxpayer report, Your Estimatefrom 59 per tax yeartaxpayer side, listed as coming soon
Taxpayer report, Second Opinionfrom 89 per returntaxpayer side, listed as coming soon

Fees are per engagement, with no subscription. The company's terms say the first Standard workbook is free for a firm with its own email domain. The workbook tier follows the whole engagement, and the firm approves a higher tier before the work runs. Comparisons cost US$29 for the first and US$15 for each repeat, as the home page lists. Entity returns (1120-S, 1065, 1120) cost US$99, US$199 and US$299, with comparisons at US$49 and US$25, as the help page lists.

05

When did Lunar Papers launch, and how did it grow?

From the first archive record to the announcement of a Product Hunt launch, in about three weeks. Each entry carries its grade.

  1. 22 October 2026CThe Internet Archive's closest copy of lunarpapers.com to 1 October 2026 is stamped this date. [9]
  2. 24 October 2026CThe terms of service take effect, with a section on a free directory of tax professionals added that day. The security page is last updated. [2, 5]
  3. 28 October 2026CAn earlier version of the privacy policy takes effect. [3]
  4. 6 November 2026CThe privacy policy takes effect with an updated cookies clause. The clause describes Google Ads conversion tracking on public pages. The security page of 24 October still says "No advertising or cross-site tracking cookies". [3, 5]
  5. 12 November 2026CThe home page links an Accounting Today article and announces a Product Hunt launch for the coming Saturday. [1]

What could go wrong for Lunar Papers?

The risks are the mirror image of the causes above.

What is not verified

No revenue figure, customer count or funding figure was found. The company lists prices and says fees are charged to a card on file, but no source states that a customer has paid. A reader could look for a payment-processor profile, the Accounting Today article that the home page links, or an interview with the founder. The start date and size of the parent, Moonbot Worldwide, were not read.

The parent company was not read

The start date and size of the parent company are not known. The site calls Lunar Papers, LLC "a Moonbot Worldwide company", and the parent's own pages were not read. The home page also calls the founder the managing partner of a tax and advisory firm. The story counts the product from its own earliest archive record, 22 October 2026.

Press badge and counters come from the company

The home page shows "As featured in Accounting Today" with an article headline and an author name. That article was not read. The figures "62 of 62 checks" and "0 formula errors" belong to a fictional sample workbook. No customer logo wall or customer testimonial is shown, apart from the founder's own quotation.

Tax data goes to an AI provider

The privacy policy says client tax documents are sent to Anthropic's API, with US-only inference. It also says there is no contractual commitment that Anthropic's own safety-review access stays in the United States. The taxpayer side is "coming soon" and is not offered to residents of California or Oregon.

Sources

The grade next to each source is the best grade that the source can support. "Read in full" means that the text of the page was downloaded and the numbers were checked in it.

  1. C Lunar Papers home page, read 12 November 2026
    Read in full. Source for the founder's name and quotation, the prices, the Accounting Today link and the Product Hunt notice.
  2. C Lunar Papers terms of service, effective 24 October 2026
    Read in full. Source for the legal entity, the fee and payment clauses and the free first workbook.
  3. C Lunar Papers privacy policy, effective 6 November 2026
    Read in full. Source for the AI provider, the service providers, the cookies and the retention rules.
  4. C Lunar Papers help page: pricing and billing, read 12 November 2026
    Read in full. Source for the entity-return prices and the way a charge is held and made.
  5. C Lunar Papers security page, last updated 24 October 2026
    Read in full. Source for the hosting region, the AI provider and the operator wording.
  6. C Lunar Papers page for taxpayers, read 12 November 2026
    Read in full. Source for the coming-soon taxpayer products and their prices.
  7. C Lunar Papers Find a CPA directory page, read 12 November 2026
    Read in full. Source for the free directory of tax professionals.
  8. C Product Hunt: Lunar Papers
    Read in full on 12 November 2026. Source for the 2026 launch year and the follower count.
  9. C Internet Archive availability service for lunarpapers.com, read 12 November 2026
    Read the answer. It gives the 22 October 2026 copy as the closest. The copy itself could not be opened.
  10. C Lunar Papers sitemap, read 12 November 2026
    Read in full. Lists 32 pages, with no blog or customer page.
  11. C Database of failed startups, local export
    Record pages read on 12 November 2026. AI-assisted summaries, not independently verified. Source for the failed predecessors.

Run this company? Send corrections or a verified figure to aiolum@livyden.com

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