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“I’d rather work with fewer clients and deliver truly premium value,” he said. “That’s the type of practice I want to run, and TaxPlanIQ helps make it possible.”
Advice for Other EAs and Accountants
As an EA, Daniel is proof that you don’t need a CPA license to offer advanced tax planning. “With an EA license, you can do anything related to tax. You just need to understand the code and be confident in your knowledge.”
His advice to newcomers? “Put in the time. Master the strategies. Use the tax planning software to expose yourself to more ideas. Then keep learning—from CPE, peer meetings, anything. The more obsessed you get with tax planning, the better you’ll be.”
He emphasizes how useful the ongoing education built into TaxPlanIQ has been for him: “Even if I’ve attended a Growth plan session three times, I’ll let it play in the background. You always pick up something useful.”
A Scalable Way to Deliver Value—Fast
TaxPlanIQ has become a vital tool in Daniel’s growing firm. It helps him deliver highly customized, high-value tax plans that generate real savings for clients—and do it efficiently.
“Sometimes you just need someone to bounce an idea off of, and having that 1:1 support through the Growth plan is invaluable,” he said.
For other tax professionals looking to break into advisory or scale their planning services, Daniel’s path offers a clear takeaway: With the right tax planning software, EAs and accountants alike can stop being compliance-driven, and start delivering premium advisory services that transform client outcomes—and their own bottom lines.
TaxPlanIQ helps accountants create high-value tax plans in just minutes—complete with pre-built strategies, IRS references, and easy-to-implement action steps. Sign up for a complimentary demo and see how you can turn tax planning into a scalable, profitable service for your firm.
