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Tax Planning Made Simple
The easy-to-use tax planning SaaS software designed to make Tax Planning quick, easy, and profitable for tax planners.
New To Offering
Tax Planning
No Problem! We'll teach you everything you need to know to get started.
How Do I Attract
Tax Planning Clients?
If you need help marketing your Tax Advisory Services, we'll teach you the essentials.
How Does This Improve My Existing Tax Advisory Practice?
Ready to scale your offer and grow you're revenue? We'll show you how.
Create Massively Profitable Tax Plans for Your Clients
Access to the Most Common and BEST Tax Strategies
Grow Your Firms’ Revenue, While Decreasing Your Workload!
Access a Library of Tax Strategies On Demand
and increase your confidence in the tax savings you create for clients.
Simplify Tax Planning
because you are supported with best practices that produce The ROI Method(™) of Tax Planning while growing your firm.
Don’t go it alone
We will teach you exactly how to create, pitch, and close a tax plan like a pro.
See powerful insights
in real time because TaxPlanIQ presents the data you need quickly and accurately.
Sky-Rocket Your Revenue
Tap into Value-Based pricing strategies, so you can bring more value to your clients, and more cash into the bank!
Recoup Valuable Time
Stop allowing the IRS to control your year, and take back your time and resources for better balance.
Designed for tax accountants that want to work less and earn more.
Our founder–Jackie Meyer–overcame the challenges frustrating most firm owners. She stopped working 80 hour weeks and broke the cycle of the busy tax season. The result? A thriving business that returned hard-earned money to her clients. She now uses those business-building best practices to coach thousands of accountants just like you–transforming their firms in the process.
Start your free trial
Take 14 days to get acquainted with and see results from TaxPlanIQ.
See an immediate return on your investment
We’ll walk through your first tax plan together so you and your clients can see the ROI.
Watch TaxPlanIQ transform your accounting firm
This is the platform designed to elevate your value and give you control back over your business.
“This app helps me to organize and optimize my clients’ tax strategies! Quickly and easily, I can quote clients how much money they will save, implement strategies, then prove the projections with results tracking.”
— Kendall Broda
“ Without a doubt, TaxPlanIQ helped me confidently present tax savings to a client to win new revenue in the tens of thousands of dollars. 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. I'd say 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 more confidently capture premium fees for your valuable services.”
— Jeremy Stark, CPA
Silver Spring, MD
Easy-to-access tax strategies that make tax planning simple.
TaxPlanIQ is an intuitive platform that allows tax practitioners to start demonstrating tax savings to their clients within 30 minutes. The tax savings strategies can be quickly applied to your current clients then presented in a professional format that will have your clients saying, “Let's do this!"
- A robust client portal
- IRS Guidance
- Attorney-approved tax strategies
- Dashboards with ROI updates
- Task management for clients & staff
- A white-label platform you can personalize
- Q/A with founder & tax expert Jackie Meyer
- Add-on modules and more...
