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Special Offer
Get Access to TaxPlanIQ and Elite Resource Team’s Virtual Family Office Fast Track
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Offer Expires Friday, August 29th
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Case Study
How This CPA Went From From Free Advice to 6 Figures in Additional Revenue
TaxPlanIQ lets us show clients the difference between where they are now and where they could be. The ROI reports make it incredibly clear—and that clarity makes it easy for clients to say yes. In the past it was painful when a client would email and say, we have some kind of a need that was outside of my tax realm. And so I'm excited to also have a Virtual Family Office team where people can come and I can actually provide that help for them.
Merrill Taylor, CPA
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Case Study
From Spreadsheets to Strategy: How One Virtual Family Office Uses TaxPlanIQ to Elevate Client Value
With a Virtual Family Office, my revenue—on average—has been about double what it usually is but the most important thing for me is that I'm able to deliver what I really want to deliver for my clients and partners. In addition, TaxPlanIQ is not just a presentation—it's an educational tool. It's been just as valuable for me as it has been for our clients. It gave me the aha moment of how to present tax planning value in a way that lands.
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Sterling Hirsch, Advisor
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Case Study
Why One CPA Replaced His Costly Tax Planning Software with TaxPlanIQ—and Never Looked Back
I used to think I couldn't help high-earning W-2 clients (with his old tax planning software) but TaxPlanIQ opened that door. Now, I've got plans for ultra-high earners—$500k-$600k income folks—who are thrilled when I show them real savings.
John Sanchez, CPA
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