About

TaxPlanIQ is the leading AI-powered tax planning platform that has revolutionized how accounting firms deliver strategic value to their clients. Since 2020, we've empowered over 1,200 firms to identify more than $5 billion in tax savings for taxpayers across the United States.

Our Mission

We're on a mission to transform the accounting profession from compliance-focused to advisory-driven. By providing cutting-edge technology and proven methodologies, we enable tax professionals to deliver measurable ROI, command premium fees, and build thriving practices while working fewer hours.

Awards & Accolades

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CPA Practice Advisor Readers’ Choice Award Winner 2025

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AICPA Accelerator Participant

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CPA Innovation Award

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Forbes Finance Council Member

Our Values Drive Our Innovation

Core Values of TaxPlanIQ

  • C

    Commitment

    Do what you said you would do, by when you said. The discipline to hold ourselves accountable is what turns chaos into calm.

  • U

    United

    “No teammate left behind.” We share one mission and one vision, and we move toward it together as one team, not as scattered silos.

  • R

    Respectful & Honest

    Tell the truth, plainly and kindly. Honesty is how we respect each other, not an excuse to be harsh.

  • E

    Exceptional & Empathetic

    “No taxpayer left behind.” We hold a high bar on our work and go above and beyond for our customers and the taxpayers they serve.

  • I

    Innovative

    We lead, we do not follow, and we are never satisfied with how it has always been done. We push hardest at the frontier and are wise about disturbing what already works.

  • O

    Optimistic

    We tackle problems with solutions, and we learn from them. Hard stretches are something we expect to solve, not just survive.

  • S

    Spirited

    “Carry your rocks, ask for help when you need it, and help carry others' when your arms are free.” Show up, stay engaged, and manage your own load honestly. We are bootstrapped, so engagement is not optional. Asking for help early is living this value; going silent is the only failure.

Leadership & Vision

TaxPlanIQ was originally founded by Dr. Jackie Meyer, CPA, who transformed her own practice from a traditional compliance firm to a seven-figure advisory powerhouse working just four hours per week.

Under the leadership of CEO Dave Lukas and President Dr. Meyer, TaxPlanIQ has continued to push the boundaries of what's possible in tax advisory.

Our top executive team brings decades of combined experience in:

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Tax strategy & planning

Software development & AI

Practice management

Client success & education

Making an Impact

Transforming the Profession

We're not just changing software—we're revolutionizing how tax professionals think about their role. By shifting from reactive compliance to proactive advisory, our users are:

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Building more profitable practices

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Delivering exceptional client value

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Achieving better work-life balance

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Future-proofing their firms against commoditization

Community Commitment

TaxPlanIQ actively supports various charitable initiatives and community development programs, reflecting our dedication to creating positive change beyond the balance sheet. We believe that empowering tax professionals to succeed creates a ripple effect that strengthens entire communities.

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