Efficiency . Value . Success. Meet TaxPlanIQ. Your tax advisory operations platform.

The intelligent way to create tax plans, manage engagements, facilitate live collaboration, and visualize ROI — all on one platform.

$250M in tax savings | averaging $16,532 per client

Efficiency . Value . Success. Meet TaxPlanIQ. Your tax advisory operations platform.

The intelligent way to create tax plans, manage engagements, facilitate live collaboration, and visualize ROI — all on one platform.

$250M in tax savings | averaging $16,532 per client

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$ 250 M

in Tax Savings

$ 16,532

Average Tax Savings Per Client

24,997

Tax payers rely on TaxPlanIQ for their tax savings

70 %

Time saved monthly (on average)

Features

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.

Advisory Engagement
Advisory engagement
  • 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.
ROI Visualization
ROI Visualization
  • 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.
Engagement
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.
Group
Education & Resources
  • Access our wealth of guides, templates, and Webinars with CPE designed to enhance proficiency, fostering continuous learning and growth.
Community Expert
Live Collaboration
  • 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.
Pricing
Community & Coaching
  • Enhance your clients' tax advisory experience and grow your firm
  • Automate tedious tasks, enable value pricing, and expand opportunities for your firm by offering advanced tax advisory services with our CCTA certification.
jAlne AI

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.
Product Overview

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.

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Testimonials

World Class Tax Advisors Love Using TaxPlanIQ

See what they’re saying....

"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."
Tiffany Johnson

Tiffany Johnson, CPA, CFP

The Onyx Group - Santa Monica, CA

"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.”
Natasha Dornbush

Natasha Dornbush, CPA

Auxilium Accounting Services - Fredericksburg, VA

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!
Kathleen Smith

Kathleen Smith, CPA

Tax Planning and & Accounting - Poughkeepsie, New York

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!!!
Rich Inglis

Rich Inglis, EA

Paradigm Tax Consulting - Brentwood, CA

Ready to Become a Tax Planning Wizard in Just Minutes?

Jackie Mayer
Jackie Meyer, CPA, CCA, Founder of TaxPlanIQ and an award-winning CPA-firm Meyer Consulting
About our Founder

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.

We are honored to share that TaxPlanIQ has earned a coveted spot among the 'Five startups with an eye to the future' showcased by Accelerator. This prestigious recognition highlights our commitment to pushing the boundaries of innovation in tax planning through automation, Al, and blockchain integration.
News & Blog

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 ...