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Meet TaxPlanIQ–your soon-to-be favorite tax planning platform

Accounting firm owners utilize our platform to organize their clients’ tax strategies quickly and easily so they can demonstrate expertise, communicate value, and price appropriately.

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TaxPlanIQ sponsors Certified Concierge Accountant Mastermind, a 6-month program focusing on Accounting firm owner efficiencies. Learn more at  and Certified Concierge Tax Accountant, a hybrid tax technical class. Learn more at

Students receive 50% discount.

TaxPlanIQ helped me confidently present tax savings to clients to win new revenue in the $10K. My first pitch using TaxPlanIQ was going to save the client $50k that first year, and I was able to charge ~$9k and now annually generate ~$5k from the client, whereas previously, it was a ~$1500 tax return. Multiply that out, and you're delivering more value to your clients and being paid appropriately. It's an excellent tool to generate tax planning strategies for your clients, with resources to help you understand the strategies better. The methodology is ROI based, which helps you to capture premium fees for your valuable services more confidently! ”

— Jeremy Stark, CPA 

Silver Spring, MD


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