TaxPlanIQ

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

and increase your confidence in the tax savings you create for clients.

Simplify Tax Planning

because you are supported with best practices that produce The ROI Method(™) of Tax Planning while growing your firm.

Don’t go it alone

We will teach you exactly how to create, pitch, and close a tax plan like a pro.

See powerful insights

in real time because TaxPlanIQ presents the data you need quickly and accurately.

Sky-Rocket Your Revenue

Tap into Value-Based pricing strategies, so you can bring more value to your clients, and more cash into the bank!

Recoup Valuable Time

Stop allowing the IRS to control your year, and take back your time and resources for better balance.

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.

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.

“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.”

— Kendall Broda

“ 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. Multiply that out, and you're delivering more value to your clients and being paid appropriately. I'd say it's an excellent tool to generate tax planning strategies for your clients with resources to help you understand the strategies better. The methodology is ROI based, which helps you to more confidently capture premium fees for your valuable services.”

— Jeremy Stark, CPA

Silver Spring, MD

Visualize your client’s tax savings in a brand new way.

Running an accounting firm has never felt more complex. Time and time again, we meet accountants who are overworked, underpaid, and on the verge of burnout. Unfortunately, those are not the right ingredients for making a fulfilled leader or sustainable business. We know how hard it is to satisfy clients, abide by constantly changing tax guidelines, and scale a business you still love in the process.

Every accounting firm owner deserves to have the right tools in place to make work smooth and clearly demonstrate their value to each and every client.

Meet TaxPlanIQ. Our team of accounting experts uses these recurring challenges as the foundation for building a solution that hands control back to accountants just like you. We’re tired of seeing our fellow colleagues stuck in a role they don’t love.

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...

Cruncher-P1

Tax Planning Made Simple

Your clients don’t need a number cruncher, they need a tax-planning hero.

Quickly and Easily Create Tax Plans That Provide MASSIVE Tax Savings to Your Clients - All While Working Less Hours!