Reviews & Case Studies

Testimonials

Discover how CPAs and tax professionals worldwide leverage our software to double their advisory fees and build unshakable client trust.

What Our Clients Say

Real emails and feedback highlights from active TaxPlanIQ users.

Five-star Google review from Samantha Kelley, CPA, saying TaxPlanIQ changed how she operates her firm and praising the software, relationships, and support team.
Five-star Google review from Eunice Cheng, CPA, praising the TaxPlanIQ training program.
Facebook group post by Rich Inglis sharing that TaxPlanIQ helped him close a long pursued client with a $10K onboarding plan and $9K annual compliance, by clearly showing the savings he had struggled to communicate.
Five-star Google review from Kyle, CPA, saying TaxPlanIQ modernized his firm’s tax strategy services and made deliverables and library strategies easy to use.
Facebook group post by CM Roman praising TaxPlanIQ’s ability to quickly calculate client opportunities and create an ROI report and presentation that can help close clients confidently.
Five-star Google review from Steve Boeckmann, CFP, TPCP, ChFC, CRPC, describing TaxPlanIQ as a valuable resource for tax strategies, client conversations, and expanding services.
Email from Benita Manglona, CPA, celebrating her first $11,000 payment for a TaxPlanIQ strategy report and saying the Tax Labs recordings were helpful.
Five-star Google review from John D. Jordan, CPA, recommending TaxPlanIQ to accountants seeking new tax planning software.
Five-star Google review from Henry Fonanih, CPA, MST, CTP, CTS, calling TaxPlanIQ a game changer for tax planning and advisory services.
Five-star Google review from Don O’Dell, CPA, saying TaxPlanIQ helped him build confidence and turn tax planning opportunities into advisory services.
Facebook group post by Roxana Ramos Garcia, CPA, praising TaxPlanIQ for helping her present ROI analysis professionally to prospective clients and recommending it to tax planning professionals.
Five-star Google review from Erin Williams, CPA, PC, praising TaxPlanIQ’s tax planning strategies.
Content_Google_LubaMilgram
Five-star Google review from Jeremy Stark, CPA, praising TaxPlanIQ’s planning tools and the ability to show clients the value of services.
Email from Jay Moore of Moore CPA Group saying TaxPlanIQ helped his firm rethink pricing; he sold two clients at $12,000 each after previously charging one more than $18,000.
Content_FacebookMessage_CaitlinBottini-Simple
Facebook group post by Tiffany Johnson, CPA, calling TaxPlanIQ a game changer for working with prospective clients and praising its ROI analysis for helping her firm look professional.
Five-star Google review from Randy Jenkins, CTC, CTP, thanking TaxPlanIQ for tax reduction ideas and strategies presented in a summarized format.
Email from Manish Singh praising TaxPlanIQ for providing appropriate tax strategies to help his clients plan and save money.
Content_Text_CaitlinBottini-Simple