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LIMITED TIME

A Gift is Waiting For You

Answer this question for a surprise discount…

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Where are you in your tax planning journey?

I’m an advanced tax planner, and charge premium fees for it.

I give away free tax planning advice and want to start charging for it.

I don’t currently offer tax planning, but understand how to do it.

I’m thinking about offering tax planning, but need to learn how to do it.

did you know

TaxPlanIQ is the most affordable tax planning software with more strategies and functionality than the competition.

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did you know

Accountants who make the leap from free advice to charging premium fees achieve 30%+ growth rates – far surpassing the traditional 9.1% firm growth rate.

By signing up to our newsletter you accept our privacy policy. Your personal data will be processed so that we can contact you about our products via email. Read our privacy policy for more information.

did you know

Accountants who add tax planning to their firm achieve 30%+ growth rates – far surpassing the traditional 9.1% firm growth rate.

By signing up to our newsletter you accept our privacy policy. Your personal data will be processed so that we can contact you about our products via email. Read our privacy policy for more information.

did you know

The TaxPlanIQ Growth Plan includes 1:1 expert review of your tax plans before you present to clients, plus tons of other learning opportunities including top notch CPE credits to set your firm up for tax planning success!

By signing up to our newsletter you accept our privacy policy. Your personal data will be processed so that we can contact you about our products via email. Read our privacy policy for more information.

Your Discount is 10% OFF any TaxPlanIQ plan. 

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Your Discount is 10% OFF any TaxPlanIQ plan. 

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Your Discount is 10% OFF any TaxPlanIQ plan. 

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Your Discount is 10% OFF any TaxPlanIQ plan. 

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Efficiency . Value . Success. Meet TaxPlanIQ. Your tax advisory operations platform.

The intelligent way to create tax plans, manage engagements, facilitate live collaboration, and visualize ROI — all on one platform.

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$250M in tax savings | averaging $16,532 per client

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Find What Other Advisors Miss

Our tax planning software for financial advisors helps you uncover hidden tax savings for clients—and become the advisor they never want to leave.

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✅ The TaxPlanIQ Growth Plan is Backed by a 100% Money Back Guarantee

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$5B

in Tax Savings identified

1,200+

Firms Use TaxPlanIQ

The Secret Weapon for Building a New Revenue Stream on Top of Investments & Insurance

TaxPlanIQ unlocks hidden tax savings opportunities inside your existing client base—helping you deliver real value without becoming a tax expert. Let the software handle the heavy lifting for you, then collaborate with your clients’ CPA to turn strategies into results. This is how top advisors stand out, add massive value, and build an entirely new business line—without burning out.

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Tax Planning Software for Financial Advisors

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Instantly Analyze Your Client Base for Tax Savings Opportunities

Bulk upload client 1040s to quickly identify which clients have the highest tax-saving potential, which easily sets you apart from all other advisors in your area.

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Be Proactive in a Way That Truly Moves the Needle

TaxPlanIQ’s ROI-driven tax plans don’t just justify your fees—they unlock new conversations, investment opportunities, and CPA collaboration.

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Deepen Client Relationships During Every Interaction

Turn routine reviews into value-added conversations by instantly spotting tax-saving opportunities that show you're thinking proactively about their financial future.

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Stop Being Seen As "Just the Investment Person"

TaxPlanIQ helps financial advisors deliver deeper value—and finally become the client’s most trusted financial strategist.

Why Advisors Are Leading With Tax Planning in 2025

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  • AUM fees alone aren't enough anymore – Clients are questioning what they're paying for—especially when investment platforms charge so little.
  • Affluent clients want holistic guidance – Today’s high-income earners expect advisors to coordinate investments, tax strategy, and financial planning—not just manage portfolios.
  • Tax planning increases retention – When clients see you helping them save tens of thousands in taxes, they stay. You’re no longer just their "investment person"—you’re their most trusted financial ally.

See How You Can Find Tax Savings For Your Clients in Just 3 Minutes

TaxPlanIQ is easily the most affordable tax planning software on the market. It's also your bridge to a better business model where you can build tax plans and find savings in just 3 minutes.

Step 1

Upload multiple 1040 PDFs (or just one if you know who you want to plan for).

AI extracts data and begins finding savings immediately.

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Step 2

Verify the auto-filled info.

Make sure income, rates, and filing data are accurate.

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Step 3

Apply tax-saving strategies.

Our AI recommends proven, up-to-date strategies tailored to the return.

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Step 4

Set ROI-based pricing.

Use complexity and urgency to determine exactly what to charge.

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Step 5

Deliver the full proposal.

A professional, client-ready tax plan is ready in 3 minutes.

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See Our Pricing Plans

Get started for as little as $397/ month

Tax Planning Software Designed for Financial Professionals

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  • RIAs & Independent Advisors – Offer tax planning without becoming a CPA
  • Wealth Managers – Differentiate your value beyond traditional investment products
  • Insurance & Retirement Advisors – Complement your core services with tax strategies
  • Advisors in Transition – Stand out with holistic, tax-smart financial guidance


You Don’t Need to Be a Tax Pro to Deliver Massive Tax Savings

Tax planning isn’t about doing taxes. It’s about delivering clarity, confidence, and value to your clients. We’ll show you how to add it to your practice—fast.

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Frequently asked questions

How does tax planning software for financial advisors give you the ability to offer tax planning when you don’t even prepare tax returns?
Our platform is built for all levels of financial advisors from beginner to advanced, including for those who have never tax planned before. Our software does over 90% of the work from analyzing returns to suggesting strategies. You can guide the conversation without a CPA, or you can still work with a CPA for execution if needed.
Why Should Tax Planning Be Your Next Strategic Move?
High-net-worth clients expect more than just investment advice—they want proactive, holistic strategies. Tax planning positions you as the hero who uncovers hidden opportunities, maximizes wealth, and collaborates seamlessly with their CPA.It also opens a powerful new vertical in your practice—one that drives better outcomes, deeper loyalty, and greater assets under management.
Why Do Most Financial Advisors Avoid Tax Planning?
Historically, tax planning meant mastering a complex tax code—not exactly in the financial advisor job description. But with TaxPlanIQ, that barrier is gone. We've built the strategy, structure, and automation into one powerful platform—so you can deliver high-impact tax planning without becoming a tax expert.
What Should You Do With the Tax Savings You Uncover?
Use them to fuel deeper impact. Collaborate with your clients’ CPA to bring each strategy to life. Reinforce your value by turning savings into investable assets. This creates a ripple effect: stronger retention, more referrals, and greater momentum for your core offerings—from investments to insurance products. When you lead with tax strategy, everything else follows.