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LIMITED TIME

A Gift is Waiting For You

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Where are you in your tax planning journey?

I’m an advanced tax planner, and charge premium fees for it.

I give away free tax planning advice and want to start charging for it.

I don’t currently offer tax planning, but understand how to do it.

I’m thinking about offering tax planning, but need to learn how to do it.

did you know

TaxPlanIQ is the most affordable tax planning software with more strategies and functionality than the competition.

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did you know

Accountants who make the leap from free advice to charging premium fees achieve 30%+ growth rates – far surpassing the traditional 9.1% firm growth rate.

By signing up to our newsletter you accept our privacy policy. Your personal data will be processed so that we can contact you about our products via email. Read our privacy policy for more information.

did you know

Accountants who add tax planning to their firm achieve 30%+ growth rates – far surpassing the traditional 9.1% firm growth rate.

By signing up to our newsletter you accept our privacy policy. Your personal data will be processed so that we can contact you about our products via email. Read our privacy policy for more information.

did you know

The TaxPlanIQ Growth Plan includes 1:1 expert review of your tax plans before you present to clients, plus tons of other learning opportunities including top notch CPE credits to set your firm up for tax planning success!

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Your Discount is 10% OFF any TaxPlanIQ plan. 

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Your Discount is 10% OFF any TaxPlanIQ plan. 

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Your Discount is 10% OFF any TaxPlanIQ plan. 

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Your Discount is 10% OFF any TaxPlanIQ plan. 

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Free Download:

6 High-Impact Advanced Tax Strategies for HNW Business Owners

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Unlock the powerful planning tools the top 1% are using to save millions—and apply them to your clients.

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Download today to Get the 6 High-Impact Advanced Tax Strategies for HNW Business Owners

Inside, You’ll Discover:

✓  How a Family Limited Partnership (FLP) can reduce estate and gift taxes by 30–60% while keeping control in the family

✓  When Charitable Remainder Trusts (CRTs) make more sense than donor-advised funds

✓  How business owners are using Defined Benefit Plans to contribute $200K+ annually—tax-deductible

✓   The risk-management loophole behind Captive Insurance Companies (and how it saves business owners big)

✓  How to leverage Qualified Charitable Distributions (QCDs) to reduce taxable income after age 70½

✓  A smart twist on real estate donations (The Fee Simple Strategy) that eliminates capital gains and slashes estate taxes