The Certified Concierge TaxPlanIQ Advisor Program is only for TaxPlanIQ users and includes comprehensive training modules and real-world applications. It’s designed to give the skills and confidence needed in order to build professional tax plans and close deals with ease.
What You Can Earn
Certified Concierge TaxPlanIQ Advisor Badge
Display your exclusive badge on your website and marketing materials to show prospects you're part of an elite group of tax planning professionals.
Public Directory Listing
Get a strategic advantage that drives qualified leads to your firm by getting listed on TaxPlanIQ's public directory of certified advisors.
Complete Curriculum
A 5-day intensive program covering everything from mindset to closing deals, with live role-playing sessions and real-world implementation strategies.
Mindset & Identity
Transform how you think about tax planning and position yourself as a strategic advisor, not just a tax preparer.
Choosing Your First Clients
Learn how to identify and select high-opportunity clients who are ready for proactive tax planning.
Build the Plan
Master the process of creating professional, comprehensive tax plans using TaxPlanIQ.
Top Strategies for High-Income W2 Earners
Discover the most effective tax strategies for salaried professionals earning $200K+.
Top Strategies for Business Owners
Explore advanced tax planning techniques specifically designed for entrepreneurs and business owners.
Top Strategies for Real Estate Investors
Learn specialized strategies for clients with rental properties, commercial real estate, and real estate portfolios.
How to Price Using the ROI Method
Master TaxPlanIQ's proprietary ROI-based pricing methodology that justifies premium fees.
Pitching and Sales
Develop confidence in presenting tax plans and communicating value to prospects and clients.
Objection Handling and Closing
Learn proven techniques for overcoming common objections and closing tax planning engagements.
Two Live Role Plays
Watch real demonstrations of pitching and closing tax planning deals, with expert commentary.
Ready to Join TaxPlanIQ?
Join the growing community of professional tax planning advisors transforming their practices and get free access to the Certified Concierge TaxPlanIQ Advisor Program.
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