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LIMITED TIME

A Gift is Waiting For You

Answer this question for a surprise discount…

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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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EXPERT10
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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. 

Use Code
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Free Download:

How to Implement 4 Popular Tax Planning Strategies

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Get the step-by-step implementation guide that shows you exactly how to execute 4 popular tax planning strategies that save clients thousands.

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Download How to Implement 4 Popular Tax Planning Strategies

✓ Detailed implementation checklists for each strategy

✓ Client onboarding templates and communication guidelines

✓ Step-by-step timelines (0-30 days, 31-60 days, 60+ days)

✓ Required documentation and forms for each strategy

✓ Sample templates you can use immediately with clients

✓ Annual review process to ensure ongoing compliance

You Know Tax Strategies Work... But Implementation Is Where Most Accounting Firms Get Stuck. Download Your Free Guide Today!