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Case Studies

An opportunity to explore new tax planning strategies,  ideas and to showcase actual results for Accounting firms in all industries. 

Case Studies using real-life examples

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TaxPlanIQ for teams
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Saving clients millions
TaxPlanIQ YT - Kevin Smoot

Necessary for Tax Planning

Maximizing the clients you already have!

Read more about how Joy Lutz uses TaxPlanIQ to maximize clients she already had and increase revenue.

"You don’t have to have insane return numbers and glitzy clients for TaxPlanIQ to make a big difference. Every CPA has clients where they can save them $10,000 to $20,000 off the bat. They just don’t know they have those clients already.”

– Joy Lutz, Founder, Aligned CPA

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Future firm owner solves growing pain!​​

Greg’s firm quickly grew to a team of 10 employees. With a group of CPAs, accountants, and administrators, Greg provides a growing range of services to his clients, such as tax planning. Along with that growth came several challenges—most of which concerned the time-consuming manual work necessary to serve his clients. 

“I love using TaxPlanIQ. It’s a platform that solves some serious pain points.”

– Greg O’Brien, CPA

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Featured Articles

Optimizing Retirement Savings with TaxPlanIQ

July 19, 2022 •TaxPlanIQ Support team

Putting together a tax plan isn’t always easy. Then, once your plan is together, you have to find a way to explain to your client that working with...

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How to Demonstrate Your Value to Clients

May 3, 2022 •TaxPlanIQ Support team

You know as well as anyone that building a client’s tax plan isn’t always an easy task. Then, once the plan is built presenting your value becomes an...

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How TaxPlanIQ Leads to Clarity in Client Advisory

May 3, 2022 •TaxPlanIQ Support team

Without the proper tool, tax planning can be complex and difficult. TaxPlanIQ is the perfect tool for accountants looking to help their clients build...

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"TaxPlanIQ makes it possible for me to visualize the value I provide to the client, think about which tax strategies will provide the most value, and, more importantly, helps to present to the client and implement the steps. Education and resources are excellent. - Jhoslen Muniz, CPA

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