Events

Join us for exclusive events and let's get to know each other better! We're here to help you succeed on your journey for tax advisory services. Don't miss out - sign up now!

Jackie is hosting a LIVE Power Hour with Alex Sonkin of VFO Hub and The Due Diligence Project. 

 

  • June
    27th, 2024
  • 11 AM CT
  • Online, Private for TaxPlanIQ.com paid users
  • Monthly

Our TaxPlanIQ demo will give you an overview of how we can help you and your team with tax planning, organization, efficiency, and increased value.

  • Daily M- F
  • As available
  • Online, Public, Free

Onboarding sessions help you set up a client and build a tax plan. This is a WORKSHOP using templated client data that we present.

  • Daily M- F
  • As Available
  • Online, Private for TaxPlanIQ.com for Customers only

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