Grab Your Seat for the LIVE "10-Days to Closing a Tax Plan" Challenge! Only A Few Seats Left! | JOIN NOW
Free trial
We recommend a free 14 day trial of our full unlimited Professional Plan. Access all tax strategies, resources, create as many tax plans as you want, and test drive all of our features.
Professional
Our solution for established accounting firms that need to streamline their operation, increase their profitability and position their operation to scale.
White-Glove Consulting
Our solution is for your entire team so everyone involved in your work can access the same suite of tools and best practices to get your clients the best return on their investment. This plan provides customized tax planning coaching with one of our top tax strategists.
Task management for clients and staff
A white-label platform you can personalize
Q&A with founder and tax expert Jackie Meyer
A robust client portal
IRS guidance
Attorney-approved tax strategies
Dashboards with ROI updates
Status trackers
Educational videos
Custom URLs for your firm
Simple downloading to PDF and Excel
Add-on modules and more
“ TaxPlanIQ helped me confidently present tax savings to clients to win new revenue in the $10K. My first pitch using TaxPlanIQ was going to save the client $50k that first year, and I was able to charge ~$9k and now annually generate ~$5k from the client, whereas previously, it was a ~$1500 tax return. Multiply that out, and you're delivering more value to your clients and being paid appropriately. It's an excellent tool to generate tax planning strategies for your clients, with resources to help you understand the strategies better. The methodology is ROI based, which helps you to capture premium fees for your valuable services more confidently! ”
”
— Jeremy Stark, CPA
Silver Spring, MD
Need help getting started with TaxPlanIQ?
Look no further. Our expert team can help you get the most out of your tax planning efforts so that you see a quick return on your investment.
