Grab Your Seat for the LIVE "10-Days to Closing a Tax Plan" Challenge! Only A Few Seats Left! | JOIN NOW

Get a Demo

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

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

Download Now

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

Download Now

My aim is to create a proactive plan, optimize income and minimize taxes!

Read more about how Kristin Kippen uses TaxPlanIQ to minimize taxes for clients!

"Since I made the shift to tax
planning, TaxPlanIQ has allowed me to hit
the ground running. The professionalism
of the SaaS platform and the resources
and support that the company provides
helps create direction so it’s easy to get
up and running. My business would not be
where it is today without TaxPlanIQ

– Kristin Kippen, EA, CCA, CTP
Founder, Strategic Tax Planning

Download Now

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...

Read More

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...

Read More

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...

Read More


"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


Need help getting started with TaxPlanIQ?

Look no further. Our dedicated team are experts in helping you get the most out of your tax planning efforts so that you see a quick return on your investment.

Contact Support

Start your free trial

Ready to become indispensable to your clients and build a business you love? Try TaxPlanIQ free for fourteen days and follow our proven process to see a measurable ROI.

Start Your Free Trial