.png?width=357&height=85&name=tpiq-logo%20(375x85).png "TaxPlanIQ")
.jpg?width=800&name=scott-graham-5fNmWej4tAA-unsplash%20(2).jpg)
Working Backwards to Develop Your Ideal Tax Planning Client
You start a firm, set your services, decide your fees, and (finally) find clients. Right?
Read More.png?width=800&name=TaxPlanIQ%20Case%20Study%20(1).png)
Optimizing Retirement Savings with TaxPlanIQ
Putting together a tax plan isn’t always easy. Then, once your plan is together, you have to find a way to explain to your client that working with you is the best way to optimize …
Read More
7 Tax Planning Software Features (Does your solution have these?)
A tax plan requires a bit more care and thought than simply filing a client’s return. It involves taking a deeper look at their tax nexus, income, entities, and other details.
Read More
How People Fit into Your Tax Planning Business (3 P’s Series)
Ok, let’s do a little exercise. Think of the phrase “sales rep.”
Read More
How to Choose a Tax Planning Software: Everything You Need To Know
When it comes to taxes, things can get complicated fast—even for the most educated accountant.
Read More
Choosing a Business Tax Planning Software
Tax planning software helps you develop strategies that save your clients money, but you must choose the best software for your firm.
Read More
Clients F.O.R.E.V.E.R: How to Retain Accounting Clients
Do you sleep well knowing your clients are your biggest fans? Or do you toss and turn wondering if, at any moment, you’ll lose them?
Read MoreBuilding a Plan for Landing More Advisory Clients (TaxPlanIQ Case Study)
In today’s TaxPlanIQ Case Study, we hosted a question and answer session. We walked through some technical questions and how to set plans for landing more advisory clients.
Read More
What are the 3 P’s of Tax Planning? (Pricing, Product and People)
Accounting firms offer a broad range of services to clients. One such service is tax planning. However, many firms struggle with a range of issues in offering such services.
Read More
Leadership Insights that Free Your Team to Thrive
What is it that you want to do in life? At the end of the day, we all want to help people, right?
Read More