Southlake, TX — January 9, 2026 — TaxPlanIQ proudly announces that Jackie Meyer, CPA, has been honored as one of the 2025 Most Powerful Women in Accounting by CPA Practice Advisor.…
Read MoreMost business owners know about 401(k)s and pension plans, but few have heard of the 401(h) account — a little-known strategy that can deliver three powerful benefits in one: Tax D…
Read MoreSouthlake, TX - [August 28, 2025] - TaxPlanlQ, the leading tax planning software, today announced a new partnership with Liberty Tax. The collaboration brings innovative tax planni…
Read MoreFor most CPAs, income tax planning forms the foundation of client relationships. But as client wealth grows, so does their exposure to estate taxes—an often overlooked area that, i…
Read MoreThe One Big Beautiful Bill Act (OBBA) just passed, and it's creating a seismic shift in tax planning circles. For accounting professionals ready to move beyond compliance and embra…
Read MorePicture this: Two CPAs sit across from each other at an industry conference. Both graduated the same year, both serve similar clients, both work incredibly hard during tax season. …
Read MoreArtificial intelligence is revolutionizing professional services—and tax planning is no exception. Today’s tax professionals can adopt tax planning software powered by AI for tax p…
Read MoreThe accounting profession is at a crossroads. While most CPAs are still trapped in the "red ocean" of traditional tax preparation—racing to the bottom on price—the smartest firms a…
Read MoreSomething extraordinary just happened in the tax planning software industry. For the first time in history, a company is willing to put their money where their mouth is. While ever…
Read MoreThe shift from compliance-focused services to high-value tax planning has become essential for firm growth and client satisfaction. But how do you demonstrate the true tax planning…
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