.png?width=1419&height=1800&name=img2%20(1).png)
.png?width=1389&height=1800&name=img3%20(1).png)
.png)
Welcome to TaxPlanIQ, where our dedicated team is at the core of revolutionizing tax planning. Our experts have crafted a user-friendly, SaaS-based platform that empowers accounting professionals with advanced tools for client service and provides individuals with clear insights for managing their taxes.
Our Vision
TaxPlanIQ's mission is to cultivate a cohesive accounting community where accountants and tax advisors collaborate to propel financial prosperity and elevate the well-being of individuals, businesses, and societies. Envisioning a future where tax advisory takes center stage in shaping healthier, wealthier, and more interconnected communities, we empower professionals with unique skills and innovative tools. Join us on the journey to transform the landscape of accounting and taxation for a brighter and more connected tomorrow.
Core Values
Courageous
We're not just a team; we're innovators. At TaxPlanIQ, we boldly challenge the status quo. Our courage in innovation is the driving force behind our unique approach to tax planning.
Optimistic
Every challenge is an opportunity in disguise. We tackle problems with a positive mindset, always looking for the silver lining.
Respectful
Kindness, integrity, charity, and honesty are the cornerstones of our interactions at TaxPlanIQ. We value diversity and approach every belief with deep respect, guided by our founder's Christian faith. Our commitment is to transform challenges into opportunities for growth and understanding.
Exceptional
We strive for nothing less than exceptional. Our commitment to excellence means constantly pushing boundaries and using the best resources to deliver outstanding service.
United
At TaxPlanIQ, unity is our strength. We're more than a team; we're a community. Together, we build a supportive network, fostering empathy and collaboration for shared success.
Spirited
Our passion and curiosity drive us to find joy in solving challenges. We're resilient, adaptable, and always eager to grow, turning every obstacle into an opportunity for innovation.
Our Impact
In reshaping the profession, we redefine how tax professionals approach their craft—moving beyond compliance to embrace a more strategic perspective. With clients at the forefront, we empower accountants and tax advisors to deliver personalized, impactful advice, nurture financial health, and foster business growth.
At TaxPlanIQ, our vision, mission, purpose, and impact embody a holistic revolution in the accounting industry. Committed to charitable causes, we actively support various initiatives, reflecting our dedication to giving back. Our focus on community development underscores TaxPlanIQ's commitment to supporting and contributing to the growth of communities.
.png?width=520&height=574&name=Image%20(1).png)
Meet Our TaxPlanIQ Tribe
Our diverse team brings together a wealth of experience and expertise. Since our inception in 2020, we have grown into a dynamic group united by a common goal: to revolutionize tax planning and advisory services.
-1.png?width=450&height=500&name=Joli%20(1)-1.png)
.png?width=450&height=500&name=Veronica%20(3).png)
Chris is a hands-on technology leader with extensive experience turning ideas into innovative tech solutions and bridging the gap between business and technology. He has helped businesses grow from startups to industry leaders, leading teams, streamlining operations, and driving data-driven decisions. With a deep understanding of software engineering, data and DevOps, Chris has modernized products, built scalable systems, and improved customer experiences.
Chris enjoys spending time with his family and tinkering in his home lab repairing computers and learning new tech.
Barry Price is an experienced technology executive with a proven track record in leading large companies and driving entrepreneurial ventures. With extensive expertise in SaaS software development, Professional Services, Security, Support, and Artificial Intelligence, Barry brings a unique blend of strategic vision and hands-on execution. Residing in Denver, Barry enjoys hiking the Colorado “14ers.” His technology and AI-driven initiatives have transformed operational efficiencies and fostered a culture of continuous innovation.
-1.png?width=450&height=500&name=TaxPlanIQ%20team%20photos%20(1)-1.png)
.png?width=450&height=500&name=TaxPlanIQ%20team%20photos%20(3).png)
Madeline began her career in public accounting as an auditor, quickly discovering her passion for helping fellow accountants streamline their work through technology. After transitioning out of public accounting, she dedicated her career to working at accounting technology companies, where she empowers her accountant peers to leverage the best tools to simplify their professional lives. When she's not championing efficiency in the accounting world, you can find Madeline reading or hiking in the beautiful mountains of Colorado with her golden retriever, Walter.
With over 11 years of experience in the tax industry, Bobbi has spent the past three years specializing in tax strategy—helping clients and fellow professionals alike navigate complex tax landscapes with clarity and confidence. Known for a deep passion for tax research, Bobbi is especially driven by a mission to help other tax professionals build more profitable, less stressful practices. Outside of work, Bobbi enjoys life with her husband, son, two cats, and a dog. You'll also often find her exploring the outdoors, spending time at the lake, traveling, discovering new coffee shops, and spending quality time with family.