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LIMITED TIME

A Gift is Waiting For You

Answer this question for a surprise discount…

Gift

Where are you in your tax planning journey?

I’m an advanced tax planner, and charge premium fees for it.

I give away free tax planning advice and want to start charging for it.

I don’t currently offer tax planning, but understand how to do it.

I’m thinking about offering tax planning, but need to learn how to do it.

did you know

TaxPlanIQ is the most affordable tax planning software with more strategies and functionality than the competition.

By signing up to our newsletter you accept our privacy policy. Your personal data will be processed so that we can contact you about our products via email. Read our privacy policy for more information.

did you know

Accountants who make the leap from free advice to charging premium fees achieve 30%+ growth rates – far surpassing the traditional 9.1% firm growth rate.

By signing up to our newsletter you accept our privacy policy. Your personal data will be processed so that we can contact you about our products via email. Read our privacy policy for more information.

did you know

Accountants who add tax planning to their firm achieve 30%+ growth rates – far surpassing the traditional 9.1% firm growth rate.

By signing up to our newsletter you accept our privacy policy. Your personal data will be processed so that we can contact you about our products via email. Read our privacy policy for more information.

did you know

The TaxPlanIQ Growth Plan includes 1:1 expert review of your tax plans before you present to clients, plus tons of other learning opportunities including top notch CPE credits to set your firm up for tax planning success!

By signing up to our newsletter you accept our privacy policy. Your personal data will be processed so that we can contact you about our products via email. Read our privacy policy for more information.

Your Discount is 10% OFF any TaxPlanIQ plan. 

Use Code
EXPERT10
at checkout or with your representative.

Your Discount is 10% OFF any TaxPlanIQ plan. 

Use Code
GROW10
at checkout or with your representative.

Your Discount is 10% OFF any TaxPlanIQ plan. 

Use Code
CHANGE10
at checkout or with your representative.

Your Discount is 10% OFF any TaxPlanIQ plan. 

Use Code
LEARN10
at checkout or with your representative.

Case Studies

Get inspired by seeing how other firms are succeeding with tax advisory

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.

Image-Jul-02-2025-07-37-40-0668-PM

John Sanchez, CPA

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.

Image-Jul-02-2025-07-37-40-0668-PM

John Sanchez, CPA

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.

Image-Jul-02-2025-07-37-40-0668-PM

John Sanchez, CPA

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.

Image-Jul-02-2025-07-37-40-0668-PM

John Sanchez, CPA

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.

Image-Jul-02-2025-07-37-40-0668-PM

John Sanchez, CPA

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.

Image-Jul-02-2025-07-37-40-0668-PM

John Sanchez, CPA

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.

Image-Jul-02-2025-07-37-40-0668-PM

John Sanchez, CPA

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.

Image-Jul-02-2025-07-37-40-0668-PM

John Sanchez, CPA

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.

Image-Jul-02-2025-07-37-40-0668-PM

John Sanchez, CPA

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.

Image-Jul-02-2025-07-37-40-0668-PM

John Sanchez, CPA

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.

Image-Jul-02-2025-07-37-40-0668-PM

John Sanchez, CPA

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