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LIMITED TIME

A Gift is Waiting For You

Answer this question for a surprise discount…

Gift

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!

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.

Your Discount is 10% OFF any TaxPlanIQ plan. 

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EXPERT10
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Your Discount is 10% OFF any TaxPlanIQ plan. 

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GROW10
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Your Discount is 10% OFF any TaxPlanIQ plan. 

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CHANGE10
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Your Discount is 10% OFF any TaxPlanIQ plan. 

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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

AICPA 1

AICPA Accelerator Participant

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CPA Innovation Award

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Forbes Finance Council Member

Our Values Drive Our Innovation

CORE Principles of TaxPlanIQ

  • C

    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.

  • O

    Optimistic

    Every challenge is an opportunity in disguise. We tackle problems with a positive mindset, always looking for the silver lining.

  • R

    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.

  • E

    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.

  • U

    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.

  • S

    Sprited

    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.

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:

leaders

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

Layer 1

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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