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Revolutionizing Tax Advisors.
The Online Platform for...
Everything you need to turn passion & purpose into maximum profit with Tax Advisory Services (TAS).
New To Offering
Tax Planning
No Problem! We'll teach you everything you need to know to get started.
How Do I Attract
Tax Planning Clients?
If you need help marketing your Tax Advisory Services, we'll teach you the essentials.
How Does This Improve My Existing Tax Advisory Practice?
Ready to scale your offer and grow you're revenue? We'll show you how.
Create Massively Profitable Tax Plans for Your Clients
Access to the Most Common and BEST Tax Strategies
Grow Your Firms’ Revenue, While Decreasing Your Workload!
Access a Library of Tax Strategies On Demand
Gain access to our library of tax strategies on demand and increase your confidence in the tax savings you can provide your clients.
Simplify Tax Planning
As you grow your firm, benefit from The ROI Method™ of Tax Planning and its proven best practices, which we offer to support you every step of the way.
Don’t go it alone
You don't have to go it alone in creating, pitching, and closing a tax plan. With TaxPlanIQ, you'll feel confident in your ability to provide your clients with exceptional tax advisory services.
See powerful insights
TaxPlanIQ provides quick and accurate data, allowing you to access the information you need in real-time.
Sky-Rocket Your Revenue
With TaxPlanIQ's value-based pricing strategies, you can bring more value to your clients while also increasing your revenue.
Recoup Valuable Time
Don't let the IRS control your year any longer. Take back your time and resources with TaxPlanIQ's comprehensive tax advisory services, allowing you to achieve better balance and focus on what really matters - growing your business.
Start your free trial
Take 14 days to get acquainted with and see results from TaxPlanIQ.
See an immediate return on your investment
We’ll walk through your first tax plan together so you and your clients can see the ROI.
Watch TaxPlanIQ transform your accounting firm
This is the platform designed to elevate your value and give you control back over your business.
Easy-to-access tax strategies that make tax planning simple.
TaxPlanIQ is an intuitive platform that allows tax practitioners to start demonstrating tax savings to their clients within 30 minutes. The tax savings strategies can be quickly applied to your current clients then presented in a professional format that will have your clients saying, “Let's do this!"
- A robust client portal
- IRS Guidance
- Attorney-approved tax strategies
- Dashboards with ROI updates
- Task management for clients & staff
- A white-label platform you can personalize
- Q/A with founder & tax expert Jackie Meyer
- Add-on modules and more...
Selected for the 2023 AICPA/CPA.com Startup Accelerator
Our Founder: 40 Under 40 since 2018, CPA Practice Advisory
We offer 5 star training and consulting to accountants via CCA
Designed for tax accountants that want to work less and earn more.
Our founder–Jackie Meyer–overcame the challenges frustrating most firm owners. She stopped working 80 hour weeks and broke the cycle of the busy tax season. The result? A thriving business that returned hard-earned money to her clients. She now uses those business-building best practices to coach thousands of accountants just like you–transforming their firms in the process.
"This app helps me to organize and optimize my clients' tax strategies! Quickly and easily, I can quote clients how much money they will save, implement strategies, then prove the projections with results tracking."
"Without a doubt, TaxPlanIQ helped me confidently present tax savings to a client to win new revenue in the tens of thousands of dollars. My first pitch using TaxPlanIQ was going to save the client ~$50k that first year, and I was able to charge ~$9k and now annually generate ~$5k from the client, whereas previously, it was a ~$1500 tax return.
