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LIMITED TIME

A Gift is Waiting For You

Answer this question for a surprise discount…

Gift

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. 

Use Code
EXPERT10
at checkout or with your representative.
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Your Discount is 10% OFF any TaxPlanIQ plan. 

Use Code
GROW10
at checkout or with your representative.
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Your Discount is 10% OFF any TaxPlanIQ plan. 

Use Code
CHANGE10
at checkout or with your representative.
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Your Discount is 10% OFF any TaxPlanIQ plan. 

Use Code
LEARN10
at checkout or with your representative.
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Free Download:

How to Close a 5-Figure Tax Planning Client in 30 Days

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Learn the exact outreach, pitch, and proposal system advisors are using to close $10K–$40K tax planning deals—fast.

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Download today to Get How to Close a 5-Figure
Tax Planning Client in 30 Days

Inside, You’ll Discover:
 
✓ Why your best tax planning clients are already in your existing client list
 
✓ The exact outreach script to book warm calls this week
 
✓ How to pitch planning without sounding “salesy”
 
✓ What to say on the discovery call to lead into a 5-figure proposal
 
✓ Common objections—and how to overcome them with confidence
 
✓ The TaxPlanIQ client case study: $40K+ closed in 30 days
 
✓ How to implement the plan and retain recurring revenue year after year