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Case Study
From Compliance to High-Value Advisory: How EA Daniel Guarin Transformed His Firm with TaxPlanIQ
One high-net-worth client walked away with $350,000 in savings. It completely changes the dynamic. You go from being the bearer of bad news—‘you owe $400K’—to ‘you saved $350K.’ Clients love that.
Daniel Guarin, EA
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Case Study
How This CPA Went From From Free Advice to 6 Figures in Additional Revenue with Tax Planning Software for CPAs
TaxPlanIQ lets us show clients the difference between where they are now and where they could be. The ROI reports make it incredibly clear—and that clarity makes it easy for clients to say yes.
Merrill Taylor, CPA
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Case Study
From Self-Taught to Strategy Pro: How One Bookkeeper Uses TaxPlanIQ to Deliver $100K+ in Client Tax Savings
You don’t need to know everything on day one. You need a platform that supports you—both with tools and with people. TaxPlanIQ gave me both. If you want to do tax planning, start here.
Christina Messer
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