Onboarding Video series | How to Create a Detailed Tax Plan that Shows Real Value to Your Clients

Key Highlights

Build the Plan Step-by-Step: Add a new client, upload their 1040, and let jAIne & our R.A.P (Read. Analyze. Propose) feature suggest strategies. Then, select the best options and integrate them into a custom tax plan.
Refine for Accuracy: Use prior-year data or estimates and adjust for state-specific tax rates. The system calculates potential tax savings in real time, helping you fine-tune strategies.

Start with Quick Wins: Use Phases: Pick 3-5 low-hanging fruit strategies that deliver immediate ROI and make tax planning an easy sell to clients.
Confirm & Price Upfront: Before finalizing, check client data for accuracy. The ROI report sells itself—don’t overthink it. Clients will love the value pricing model, and it sets the foundation for a strong, long-term relationship.

Jackie Meyer, CPA will walk you through how to properly create a tax plan inside of the TaxPlanIQ software. With TaxPlanIQ’s arsenal of over 115 tax strategies and our cutting-edge AI (jAIne) feature, you’ll be well-prepared to deliver significant value to your clients in no time.

Here are a couple best practices to keep in mind while building out a winning tax plan:

It’s best to start with clients who have a large tax bill. You’re more likely to find more savings.
Add tax strategies that your client is likely to implement (not extremely complex strategies or strategies that include a major life change like moving to Puerto Rico).
Focus on the Action Takers (clients who are most likely to jump on this offering).

Full Transcript

Dr. Jackie Meyer, CPA - 00:04: Welcome back to our tax planning workshop and onboarding. You've already identified potential tax planning clients. Now it's time to turn those insights into actionable plans. Today we're going to use TaxPlanIQ to create a detailed tax plan that showcases real value to your clients. First, we'll create the new client. Then we'll create their plan. Then you can upload the 10 40 and see what strategies jAIne and our wrap feature are proposing for you. And then you simply just start adding those strategies into the plan. You've got an ROI summary report, a detailed customized PowerPoint presentation, and then a full tax plan report with implementation steps. Once the client's engaged you in the work, when adding the client's tax plan information, you can either utilize their prior year data pulling their taxable income and total tax due, or if you estimate a different rate this year, you can utilize those estimates.

01:00: Make sure to adjust for any state specific tax rates. Accuracy here is key to maximizing those potential savings. The state tax savings definitely just stacks right on top of the federal. As you input your tax strategies into TaxPlanIQ, you'll see the potential tax savings calculated in real time. That immediate feedback helps refine your approach and ensure you're choosing the most effective strategies. I recommend using Phases. Phase one, pick three to five low hanging fruit that you can really wow the client with, and that ROI return on investment report. It literally just sells itself. Once you've set up the initial plan, it's essential to reach out to your client with any final questions to make sure all their data is correct and up to date, especially if you wanna value price upfront. We wanna try to have more than 90% accuracy in that ROI estimate. Don't overthink it. Just do it. Your clients will love you. The report results tend to be much more conservative than what you end up doing anyways, and value pricing is really going to lay a wonderful foundation for you and that relationship.