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Case Study
How One CPA Tripled Revenue While Cutting 85% of Clients
The value is not in a tax return. It is in the planning. It’s in projections. It’s in strategizing and trying to come up with ways to help clients reduce their taxes.
Matt DePretis
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Case Study
How One EA Went From Undervalued to In-Demand
The product just made sense. TaxPlanIQ is not just selling the software and saying ‘bye.’ The support is there—coaching, community, tools, everything.
Noura Almasri, EA
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Case Study
How This CPA Went From From Free Advice to 6 Figures in Additional Revenue
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
Why One CPA Replaced His Costly Tax Planning Software with TaxPlanIQ—and Never Looked Back
I used to think I couldn’t help high-earning W-2 clients (with his old tax planning software) but TaxPlanIQ opened that door. Now, I’ve got plans for ultra-high earners—$500K, $600K income folks—who are thrilled when I show them real savings.
John Sanchez, CPA
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Case Study
Turning Free Advice into a Premium Tax Planning Service
You don't have to give away all of your knowledge and expertise and advice for free. You deserve to be paid for the knowledge that you have. It took you many, many years to acquire the knowledge that we have to be able to provide this service and help people save taxes. Knowing how to structure these engagements and price them is priceless.
Courtney Holness, EA
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Case Study
How One CPA Turned Tax Planning Into a Major Revenue Stream with TaxPlanIQ
Try it and you'll like it. Do a couple plans with clients and go from there. You'll never use another tax package again. You'll use TaxPlanIQ to grow your business.
Daniel P. Vigilante
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Case Study
How a CPA Firm Traded Compliance for Advisory (and Never Looked Back)
When I found TaxPlanIQ, I realized that this really aligned more with the needs of the firm and the direction we were going. You're not just purchasing the software, you're also purchasing the ecosystem and the team behind TaxPlanIQ that is going to help you become a better tax advisor.
Edward Nisanov
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Case Study
From Big Four to Solo Practice: How a CPA Built an Advisory-First Firm with TaxPlanIQ
It's been great for our practice. We are truly able to position ourselves as the strategic tax advisor, which is a more holistic approach than just being able to offer tax compliance services.
Amandeep Saluja, CPA
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Case Study
How One CPA Is Making Up for Lost Time with TaxPlanIQ
TaxPlanIQ has helped me sell a lot of big plans, get a lot more confidence, and now we're at the point of marketing. It's really helped propel me to this stage of our company where we're, for the first time ever, at a point to market and scale.
Jesse Gleaton, EA
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Case Study
How One Advisor Proves You Don’t Have to Be a CPA to Deliver Strategic Tax Plans
When you show people how to keep the money they’re already making, they’re way more open to talking about how to grow or protect it. My CPA partner started saying, ‘Hey, I’ve got another client we should talk to.’ That’s when I knew we were onto something.
Ron Joseph
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