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TAX PLANNING SOFTWARE FOR FINANCIAL ADVISORS
Affordable tax planning software that does it all:
The TaxPlanIQ Growth Plan is Backed by a 100% ROI Guarantee*
Flat rate pricing. No per-household fees.
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"When you show people how to keep the money they’re already making, they’re way more open to talking about how to grow or protect it. My CPA partner started saying, ‘Hey, I’ve got another client we should talk to.’ That’s when I knew we were onto something."
Ron Joseph Elite Consulting Services
"The value is not in a tax return. It is in the planning. It's in projections. It's in strategizing and trying to come up with ways to help clients reduce their taxes."
Matt DePretis, CPA DePretis CPAs
"TaxPlanIQ is not just selling the tax planning software and saying 'bye.' The support is there — coaching, community, tools, everything."
Noura Almasri, EA Noura’s Books
"TaxPlanIQ lets us show clients the difference between where they are now and where they could be. The ROI reports make it incredibly clear, and that clarity makes it easy for clients to say yes."
Merrill Taylor, CPA Taylor Proactive Team
TaxPlanIQ has massively shifted the way that I think about what I want my firm to be. Being able to communicate my value to people… allows me to make more money, invest in better technology, and invest in people.
Sargis Ivanov, CPA Sargis Ivanov, CPA, PLLC
You don't have to give away all of your knowledge and expertise and advice for free. You deserve to be paid for the knowledge that you have. It took you many, many years to acquire the knowledge that we have to be able to provide this service and help people save taxes. Knowing how to structure these engagements and price them is priceless.
Courtney Holness, EA Avant Tax Consulting and AccountingBuilt for Accountants, CPAs & Financial Advisors
130+ advanced tax strategies. One intelligent workflow.
Everything your firm needs to identify savings opportunities, build professional tax plans, and price your services with confidence with tax planning software for CPAs and accountants.
- 130+ Proprietary Tax Planning Strategies each rated for Compliance, Urgency, Risk and Benefits
- jAIne AI surfaces strategy recommendations and answers questions at every step
- ROI Method™ of Value Pricing quantifies every plan to help you price tax planning engagements
- Client-Ready Reports & presentations with your firm's branding, generated in minutes
- RAP Wizard (read, analyze, propose) guides you through a six-step workflow from 1040 upload to delivered plan
Know your client's complete tax picture before you plan.
PTO-verified, 50-state tax calculations with scenario modeling and entity comparison built around the RAMP workflow.
- Federal & State in One Workflow runs both projections together, no separate tool, no reconciliation headache
- Built for 2026 OBBBA purpose-built for the new tax provisions, not retrofitted from an older code base
- Q2 Estimate in Under 5 Minutes upload the 1040, click through the workflow, send a defensible voucher, with every client tracked from drafted to paid
- Entity Engine models an S-Corp election side by side with the client's current setup, with BLS-sourced reasonable comp built in
- 5 Scenarios Side by Side compare up to 5 what-if strategies at once using 6 IQ tools or manual inputs
Customer Story
"I used to think I couldn't help high-earning W-2 clients, but TaxPlanIQ opened that door. Now I've got plans for ultra-high earners, $500K and $600K income folks, who are thrilled when I show them real savings."