Preferred choice of
$ 250 M
in Tax Savings
Average Tax Savings Per Client
Tax payers rely on TaxPlanIQ for their tax savings
Time saved monthly (on average)
"TaxPlanIQ systematizes, is scalable, and teaches your staff and allowed me to focus on value aded activities. It is an extension of your firm. for example, We had a High net real estate investor and added him into TaxPlanIQ and found $75,000 to $100,000 worth of savings available to him and included our fee of 20%. He quickly accepted it!"
Transform Your Tax Advisory Journey with TaxPlanIQ.
Redefine success in tax planning and advisory with TaxPlanIQ. Go beyond mere tax projections and dive into a comprehensive, value-driven approach that benefits both you and your clients. Our platform manages the entire tax advisory engagement from start to finish, illuminating the profound impact of a well-structured tax plan on financial growth.
- Save time with automated proposal to implementation processes
- Streamline your entire advisory engagement, from proposal creation to implementation. Easily sync with your billing and practice management software.
- Showcase the value with vivid ROI Visualization
- Demonstrate the monetary benefits of your tax planning strategies, helping clients and team members visualize the ROI and value provided.
Strategy and Templates
- Manage proposals, live collaboration, and ROI visualization on one platform
- Confidently automate your tax advisory operations with simple integration into your tech stack. One login, a centralized task list, and hundreds of resources.
Education & Resources
- Access our wealth of guides, templates, and Webinars with CPE designed to enhance proficiency, fostering continuous learning and growth.
- Enhance cooperative efforts with live collaboration features
- Access a shared workspace for live collaboration on tax plans, fostering a cooperative environment among team members and clients.
Powered by jAIne AI: Tax Planning Simplified & Supercharged
- Powered by Chatgpt 4, jAIne effortlessly navigates complex tax queries, becoming an essential partner inevery consultation.
- jAIne’s data analytics offers insights to identify the most effective tax strategies for your clients, so you never have to second guess again!
- Streamline your workflow jAIne provides instant, accurate tax advice, freeing you to invest more quality time with your clients.
What Is TaxPlanIQ?
Efficiency. Value. Success.
TaxPlanIQ is a tax advisory platform that delivers automated solutions for value pricing, live collaboration on tax plans, and end-to-end engagement management.
From proposal creation, educational strategy selection, to implementation and ROI visualization, TaxPlanIQ allows tax advisors to manage it all from one place, with vetted vendor recommendations, discounts, and exclusive CPE.
World Class Tax Advisors Love Using TaxPlanIQ
See what they’re saying....
"TaxPlanIQ is necessary. It’s necessary if you want to grow your business the right way and not just add clients but add higher value clients. The only way to do that is to show that you are valuable yourself. TaxPlanIQ Is going to allow you to portray that value and be able to break it down in plain sight how much you’re able to contribute to the clients."
"We LOVE TaxPlanIQ. It has truly been a game changer for working with prospective clients. Being ableto show them the ROI analysis allows us to look SO professional and put together. We are so gratefulfor this tool and would highly recommend to any tax planning professional."
"TaxPlanIQ helps me close deals faster and gives me that little boost of confidence I need. Then the educational content in the resources is so helpful, too. It’s the first place I go when I start researching a strategy.”
With TaxPlanIQ, I just closed an $8k tax plan plus a $13k annual revenue maintenance plan, and the meeting was under 15 min to present and close. The client stated the ROI was "obviously a slam dunk" and said let's start now. The TaxPlanIQ report was the closer. I barely had to speak the report closed the deal for me!
For those of you wondering if TaxPlanIQ is worth it, I just closed a client I have been trying to convert for years. Sold a plan with $10K onboarding and $9K/yr compliance. The difference, according to the client, is that TaxPlanlQ clearly laid out the savings that I had been poorly communicating to them the past couple of years!
Thanks Jackie Meyer and team for an amazing tool!!!
Ready to Become a Tax Planning Wizard in Just Minutes?
Tax planning software made for accountants by Accountants
Jackie Meyer, a consistent 40 under 40 honoree since 2018, is a dynamic force in the accounting world. As the former founder of award-winning Meyer Tax Consulting, she now spearheads innovative solutions, including TaxPlanIQ (AICPA 2023 Accelerator Cohort) and Certified Concierge Accountant mastermind. Jackie's transformative approach, rooted in The ROI Method of Tax Planning™, revolutionizes pricing models and addresses cultural challenges to combat burnout and turnover. She's a sought-after speaker, impacting thousands of accountants annually, and fosters change through her "Accounting Firm Influencers" Facebook group. With Jackie's leadership, the accounting profession embraces a promising future focused on well-being, prosperity, and stronger relationships.
Voted AICPA Accelerator Program Participant 2023 We're thrilled to have this honor.
Blog Posts and How-Tos:
As we step into the bustling tax season, it's crucial for tax professionals to navigate these ...
Following TaxPlanIQ’s stellar third year, marked by accolades such as winning AICPA ...
TaxPlanIQ is excited to introduce our most revolutionary enhancement yet: the Optical Character ...