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
How One EA Achieved 95% YoY Firm Revenue Growth
“There’s the McDonald’s model, and there’s the Michelin model. I’d rather work with fewer clients and deliver truly premium value. That’s the type of practice I want to run, and TaxPlanIQ helps make it possible.”
Daniel Guarin, EA
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Case Study
How One Bookkeeper Uses TaxPlanIQ to Deliver $100K+ in Client Tax Savings
I’ve used so many other platforms and programs. None compare to TaxPlanIQ. This isn’t a one-size-fits-all world. With this tool, I can be flexible and still deliver massive value. I can upload a 1040 and within minutes, it gives me accurate suggestions. That alone saves so much time. It’s fast, it's smart, and it’s getting better all the time.
Christina Messer
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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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Case Study
From Spreadsheets to Strategy: How One Virtual Family Office Uses TaxPlanIQ to Elevate Client Value
It’s not just a presentation—it’s an educational tool. It’s been just as valuable for me as it has been for our clients. It gave me the aha moment of how to present tax planning value in a way that lands.
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Sterling Hirsch
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