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“It’s a high-value delivery. Not only are we winning from a fee standpoint, but we’re making a difference in the client’s life,” said John. “We’re preserving wealth for their families. That’s what it comes down to.”
“I didn’t feel I was getting near what I feel I should have for the investment [with the old expensive software]. So it was that double frustration…seeing how much easier it was to use and that cost difference—boom, this is a no-brainer.”
And that’s just the start.
“I used to think I couldn’t help high-earning W-2 clients [with the old software that was focused on business return clients only]. But TaxPlanIQ opened that door,” John explained. “Now, I’ve got plans for ultra-high earners—$500K, $600K income folks—who are thrilled when I show them real savings.”
“Definitely this year will be a banner year for us. But it’s funny because I’ve said that last year and the year before. So it’s like every year is a banner year.”
These advisory wins haven’t just benefited clients—they’ve changed John’s own life. “My last three tax seasons? Practically no overtime. That’s not just good for me—it’s good for my family, my team, and our clients.”
Why TaxPlanIQ Works
According to John, the software's power lies in its ease of use, curated strategies, and preferred partner ecosystem.
“I probably haven’t even tapped into everything it can do yet,” he admitted. “But the parts I do use work incredibly well. And the built-in partner referrals? Game-changing for complex strategies. You've got a whole team behind you that's invested in your success.”
For accountants new to advisory work, John offers clear advice: Don’t wait for perfection.
“You’ve got to find your voice—and having the right tool matters. You might fall flat at first, but that first win will change everything.”
The Bottom Line: High-Value Tax Planning in Minutes
TaxPlanIQ helps tax professionals create high-value, client-branded tax plans in minutes. With curated strategies, real savings calculations, and implementation guides, it enables firms like John’s to deliver scalable advisory services—and real ROI.
“I don’t know why you wouldn’t do this... staying in the tax preparation mindset only, that’s got a limited shelf life—if it’s not already expired.”