“I’ve actually hired two people, which is mind-boggling. I thought I was going to be a solo show for the next couple years.”
Choosing TaxPlanIQ: Support, Confidence, and a Needed Push
Sargis learned about tax planning software through a colleague who encouraged him to explore new ways to add value. After meeting with two providers, the contrast was clear. One dismissed him as too early-stage. TaxPlanIQ took a very different approach.
During his demo, Sargis appreciated the direct and supportive conversation. “Chris kept pushing me,” he said. “He was like, you need to make this jump if you want to see a different result. I needed someone to tell me I could do this.”
That encouragement aligned with advice he was hearing elsewhere—and helped him commit. “On the other side of a commitment that big, I can literally cover my cost in one or two fees,” he noted. Even beyond revenue, the mindset shift stood out. “Even if I hadn’t made a penny, that mindset shift itself was worth it.”
Client Reactions: From Bad News to Meaningful Results
Sargis noticed a clear difference between his earlier client base and the new clients he began attracting once he could confidently offer tax planning. While some legacy lower income 1040-only clients weren’t a fit, new clients responded strongly.
“All the new clients I’ve brought in have loved it. They’re like, I love that we’re saving money. You’re awesome with communicating. I’m going to introduce you to people who need your help.”
After selling three tax plans, the pattern became clear. “The reaction has been amazing,” Sargis explained. “They’ve never met an accountant that tells them good news instead of bad news.”
He now closes conversations with a line that resonates. “I’m the most expensive accountant you’re ever going to have, but I’m going to save you the most money,” he said. “They love that line because it’s ended up being true.”
"With the growth plan, I feel like I have a whole big team around me. I feel like a big accounting firm.”
Advice for Other Accountants
For accountants considering tax planning, Sargis is clear that this isn’t hype—it’s adaptation. “AI is entering everything,” he said. “To differentiate yourself, you have to move upstream.”
He encourages accountants to focus on business owners, high-income earners, and real estate investors—clients whose situations require judgment, strategy, and guidance. His bottom-line advice is simple: “If you keep doing the same thing and expecting a different result, that’s the definition of insanity. You’ve got to do something different.”
Creating High-Value Tax Plans with TaxPlanIQ
Sargis’s experience shows what’s possible when tax planning becomes structured and actionable. TaxPlanIQ allows advisors to upload a client’s 1040, uncover curated tax strategies, and quickly create custom-branded tax plans that highlight potential savings. Each plan includes implementation steps, pros and cons, and supporting references—making tax planning a high-value, scalable service for modern firms..
