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