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LIMITED TIME

A Gift is Waiting For You

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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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Case Study

How One EA Went From
Undervalued to In-Demand

Noura Almasri launched her firm, Noura’s Books, in 2021. What began as a bookkeeping business quickly evolved. A business coach challenged her to consider taxes—and that pivot sparked a new direction. Within three months, she passed all three enrolled agent exams and began offering tax services.

What she discovered? “What I enjoyed most was saving clients money,” Almasri says. But turning that into a structured, scalable service proved difficult.

Before TaxPlanIQ: Labor-Intensive Plans, Underpriced Services

Without tax planning software, Almasri relied on Canva templates and spreadsheets. She offered tax planning informally and significantly undercharged for the value she was delivering.

“I did tax plans that took so much time, and I was charging maybe $2,500-5,000. And the reports weren’t easy to produce or price.”

Even with pricing tiers implemented in her firm—$5K, $10K, $15K—many clients hesitated. And Almasri found herself doing custom work without a scalable process to support it.

Adopting TaxPlanIQ: A Simpler, Smarter System

Frustrated with her existing tax planning process—and unimpressed by the dismissive treatment she received from a different tax planning software—Almasri found TaxPlanIQ.

“The onboarding call was great. I loved how welcoming it was,” she recalls. “The product just made sense. TaxPlanIQ is not just selling the software and saying ‘bye.’ The support is there—coaching, community, tools, everything.”

TaxPlanIQ gave her what she needed: a fast way to create branded tax plans, curated tax strategies tied to IRS court cases, and client-ready deliverables with implementation steps. It also gave her a new revenue model.

“I didn’t know I could offer tax planning as a monthly service,” she says. “That was a game-changer.”

Real Results: Higher Fees, More Trust, and Monthly Revenue

With TaxPlanIQ, Almasri implemented a structured, repeatable process:

Savings

Uses TaxPlanIQ to present savings opportunities

Custom

Offers custom plans —often bundled with bookkeeping and advisory

Retainer

Shifts clients to monthly retainers for implementation and reviews

The impact?

“Until now, I haven’t had a single client say no.”

Almasri’s most recent tax plan came in just over $15,000 in revenue. Clients understand the value—especially after seeing how much they’ve paid in taxes the past three years. “That slide always gets them. They’re shocked,” she says. “It builds immediate trust.”

A New Business Model

TaxPlanIQ didn’t just improve pricing—it reshaped her firm’s structure. Monthly revenue now supports core operating costs. She’s investing in marketing and hiring to expand capacity.

“By the end of May this year, I had nearly matched all of last year’s revenue,” Almasri says. “It’s completely different now.”

Her summer, once a slow season, is now filled with client presentations and new business. She's even opened a physical office to support the growth and meet demand.

For Accountants on the Fence

To peers unsure whether clients will pay for tax planning, Almasri is direct:

“It’s not your clients—it’s your mindset.”

She encourages accountants to try it and trust the process. “You’re doing a lot of work. Why are you doing it for free?” she asks. “TaxPlanIQ isn’t just software. It’s a support system.”

She credits the coaching calls, tax labs, and community with helping her continue to learn and improve. “You don’t have to figure it all out alone,” she says. “Just start. You’re not going to regret it.

Tax Planning in Minutes, Not Days

With TaxPlanIQ, Almasri can now deliver high-value tax planning in a fraction of the time—charging appropriately, retaining clients longer, and focusing on growth.

If you’re ready to turn tax planning into a scalable revenue stream, sign up for a complimentary demo of TaxPlanIQ. It’s tax planning software designed to help you deliver more value in less time—while building a stronger, more profitable firm.

TaxPlanIQ 2025 - Front Facing Laptop

Ready to see what it can do for your firm?

Book a complimentary demo of TaxPlanIQ and start building higher-value tax plans—fast.

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