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Basic
Our solution for solopreneurs and emerging businesses that need a solution that proves their value and grows their business.
Professional
Our solution for established accounting firms that need to streamline their operation, increase their profitability and position their operation to scale.
Elite
Our solution for your entire team so that everyone involved in your work has access to the same suite of tools to get your clients the very best return on their investment. The Elite 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
“It’s a great way to do tax planning because Jackie’s ROI worksheets are like a supercharged Excel spreadsheet! It’s worth its weight in gold for the monthly fee! ”
— Jeremy Stark
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.
