Ready to Become a Tax Planning Wizard in Just Minutes?

Pricing Plans for Every Tax Planner’s Budget

Monthly billing
Annual (Save 15%)
Basic Plan Icon




Users: 1 only
Tax Plans: Limited to 12 per year

Features Included:

  • Complimentary Basic Implementation ($350 value)
  • 100+ CPA-selected tax strategies
  • Tax Strategy Hub 
  • Real-time tax savings dashboard
  • jAIne AI Tax Planning Assistant
  • 1040 Uploader for suggestions
  • Custom white labeled ROI Summary, PPT Presentation, and full Tax Planning Report
  • Power Hour Monthly with CPE
  • Weekly Tax Lab sessions 
  • Multi-channel support
    • Chat
    • Email
    • Phone
Growth Plan Icon




Users: 5 included ($20 each additional) Tax Plans: Unlimited

Features Included:

  • Complimentary Growth Implementation ($750 value)
  • 100+ CPA-selected tax strategies
  • Tax Strategy Hub 
  • Real-time tax savings dashboard
  • jAIne AI Tax Planning Assistant
  • Client Portal
  • Custom white labeled ROI Summary, PPT Presentation, and full Tax Planning Report
  • Automated 1040 upload & beta features (Multi-Upload once available)
  • Monthly Power Hour Webinar with CPE
  • Cash flow timeline (beta)
  • Priority case study submission for weekly Tax Labs (Growth Plan subscribers first)
  • TaxPlanIQ Concierge Consultant Premium support (for all users)
    • 1:1 office hours with TaxPlanIQ Concierge Consultants to review tax plans and ensure best practices.
    • Live Weekly Q&A and training sessions from marketing to selling and implementing plans, workflows to tax law, and tech updates
  • Monthly CPE credits (36 per year per user) through the following: 
    • Monthly Power Hour with CPE 
    • Live Weekly Training
  • First access to beta features (free while in beta, then discounted)
  • Special Growth Program-only events

$ 250 M

in Tax Savings

$ 16,532

Average Tax Savings Per Client


Tax payers rely on TaxPlanIQ for their tax savings

70 %

Time saved monthly (on average)


World Class Tax Advisors Love Using TaxPlanIQ

See what they’re saying....

"I became a CTC to get my tax planning processes in place, and when TaxPlanIQ came out, I said, "This is what I've been waiting for!" I've already sold five plans for $1,000 - $2,000 to existing clients and can't wait to create packages and continue selling them!"
Joy Lutz

Joy Lutz, CPA

Aligned CPA Lake City, FL

“I just wanted to share a quick note regarding my first tax plan pitch using TaxPlanIQ. The implementation fee is a total of $6250. Future years will be $3,500/year. I'm pretty happy as before I'd have just charged about $500- $1000.”
Jeremy Stark

Jeremy Stark, CPA

Norberg, Davis, Bourne & Painter, LLP, Silver Springs, MD

"My client strategies have reached new heights of organization. I can effortlessly gauge the potential savings for a client with a fresh strategy and track the actual savings once implemented. The diverse ROI sheet presentations cater perfectly to both my clients and my team, streamlining communication and understanding. The checklists, distinguishing between internal tasks and tho...”
Kendall Broda

Kendall Broda CPA

Taxes by the Sea, South Oceanside, CA

“I love that TaxPlanIQ has a LOT of resources about the individual strategies to help me determine if it'sapplicable to my client's situation. Then, it goes a step further with how to go about implementing the strategy.”
Kristin Kippen

Kristin Kippen, EA

Strategic Tax Johnstown, CO

Ready to Become a Tax Planning Wizard in Just Minutes?

Frequently asked questions

How do I manage my account billing (Update billing information, cancel, etc)?
To manage your account billing, including updating billing information or canceling your account, please contact our support team at Our team will get in touch with you to assist with your needs. While we would hate to see you go, we understand the importance of feedback in improving our software. Therefore, we may ask a few questions before processing a cancellation to understand your reasons and how we can improve.
How do I change my plan?
Reach out to our Customer service team at
When will I get invited to these weekly tax planning labs?
As soon as you become a TaxPlanIQ Customer on the Standard plan.
Where are vendor discounts?
Our wonderful partners share discounts within the Resource tab of select strategies. Visit the tax strategy library and resources section to see if there are any discounts for that particular strategy. 
Can you help me with a plan?
YES! As a professional plan subscriber, you will get notified about Tax planning labs that take place weekly on Thursdays or email us at  to partner on a case study where we can create and help implement the plan with you and the client.
I tried TaxPlanIQ before and want to use my old custom profile. How do I reactivate my account?
Please email to request to reactivate your account.  
What if I don’t see a strategy in your library?
Let us know at ! We add them weekly. We don’t currently do anything too aggressive (like listed transactions).
How do I update my library?
If there are new things, the strategy will have a download button to the right. Or click “accept all changes” top right.
Can I extend my trial?
A trial extension may be granted on a case-by-case basis, as eligibility depends on several factors. For inquiries regarding a trial extension or any other questions, please contact our customer support at Keep in mind that delaying your engagement with our platform could mean missing out on valuable opportunities to participate in our Weekly Tax Labs, exclusively available to our Standard plan Subscribers.
What is the limit on the number of extensions during the TaxplanIQ trial period?
The limit on the number of extensions during the TaxPlanIQ trial period can vary. For detailed information, please reach out to
When should I use the ROI tab versus the presentation?
If your client is very number oriented, the ROI tab by category is helpful. Otherwise, the presentation is better for visual learners
When should I send a client the tax planning report?
After they pay a tax planning or implementation fee!
How should I price a plan?
Our firm aims at providing a 200%+ ROI to the client value pricing, which also solves so many other issues in the accounting industry!
Effective vs. Marginal Tax Rate: Which Should I Use for Projections?
For most projection scenarios, the marginal tax rate will offer the precision and relevance needed. However, if the goal is to take an ultra-conservative stance, the effective rate can serve as a useful tool.  
How can I get additional education and coaching?

Sign up for our Growth plan!

Can you provide short 4-7 min video links with an overview of your company/​app?
  1. Official AICPA Accelerator program video 2023: (scroll to TaxPlanIQ
  2. With jAIne in beta, I have a quick intro video here:       
  3. And here is a demo overview video I did a couple of months ago w/Jason Staat's thoughts: 
Can you compare your company/​app to your competition? (what do they do well vs. what do you do well)

Our Edge: What truly sets TaxPlanIQ apart and positions us to redefine the landscape of tax advisory software is our upcoming enhancement: the integration of GPT-4 based chatbot, jAIne. This breakthrough innovation is poised to revolutionize our platform, making jAIne the smartest tax manager in the world and users 70%+ more efficient. From crafting targeted marketing messages to performing complex entity comparisons and meeting specific tax technical needs, jAIne's capabilities will provide unparalleled support and functionality to our users. Next up: return audits and suggestions too!


At TaxPlanIQ, we pride ourselves on providing an all-in-one solution that accompanies Elite tax advisors throughout the entire tax planning journey. Unlike other offerings, We stand out as the all-in-one solution, encompassing the entire tax advisory process from Proposals, and Project management, to Professional Development. These are the 3 P's of TaxPlanIQ.


Compared to Option B-The Big Industry Titan: Their solution, although integrated with an online version of tax preparation software, falls short in terms of strategy depth and community support. It may provide some basic functionality, but lacks the personalized touch and extensive strategy arsenal that help our community thrive. Unlike Intuit, we at TaxPlanIQ are constantly attuned to our users' needs, releasing new enhancements every two weeks to meet specific requirements and keep our platform at the cutting edge of tax planning technology.


Compared to Option C - The Slick Sales Company: While their technology can read a tax return and propose hundreds of strategies, it often leads users into a labyrinth of complexity. The overwhelming number of options and time-consuming inputs create barriers to implementation. Moreover, the cost of their services, including a separate coaching program, can run into tens of thousands of dollars. In contrast, TaxPlanIQ offers a unified approach at just $600 per month, as well as a starter subscription of only $150 per month now. This includes an hour of Continuing Professional Education (CPE) and weekly labs where we personally guide tax advisors in crafting plans. Small group coaching intensives are also available for around $1,000 per month, representing an immense value at


In conclusion, TaxPlanIQ's commitment to excellence, focus on personalized coaching, affordability, and the revolutionary addition of jAIne ensures that we don't just compete with our competitors – we lead. Our offering is not merely about software but about empowering tax advisors to transform their practices, reach new heights, and deliver extraordinary value to their clients. With subscription options to fit various needs and a relentless dedication to innovation AND education, TaxPlanIQ stands as the clear choice for tax advisors who seek the best of the best. 

Can you describe in detail the security policies for your company/​app?

At TaxPlanIQ, we prioritize data security and implement comprehensive measures to ensure that our users' data remains safe and secure. Here's an overview of our security policies and protocols:


  1. Certifications:


Our team is certified in ISO 27001 Information Security Management Systems, demonstrating our commitment to maintaining robust security controls.

We also have expertise in fraud examination (Certified Fraud Examiner by ACFE) and information security (Certified in Info Security by ISACA), ensuring that our security measures adhere to the highest standards.

  1. Temporary Data Storage:


We store user data for the entire duration of service usage and for an additional 5 years thereafter, maintaining both access control and regular monitoring.

  1. Dedicated Server and Data Protection:


Our server is exclusive to TaxPlanIQ and secured by a state-of-the-art firewall.

We perform automatic backups every 6 hours and retain encrypted daily backups in multiple locations.

Data is logically separated, allowing only authorized personnel to access it, ensuring privacy and security.

  1. User Access Controls:


Users have complete control over data sharing within their accounts.

Our support team members, who have undergone background checks, may access data for specific purposes, such as technical support.

  1. Encryption:


All communications within the TaxPlanIQ application are encrypted with 128-bit SSL, a standard comparable to that used by banks.

Data at rest is encrypted using AES 256-bit symmetric keys, and data transfers are secured via SSL.

  1. Hosting and Physical Security:


TaxPlanIQ is hosted on AWS, a renowned platform with robust security and privacy features.

Our team takes additional measures within the AWS architecture to maintain a secure infrastructure. More details can be found at AWS Security.

  1. GDPR/CCPA Compliance:


While not explicitly mentioned, our focus on data ownership, control, and encryption aligns with the principles of privacy regulations like GDPR and CCPA. Specific compliance measures can be detailed further as needed.

  1. Continuous Security Evaluation:


We are committed to ongoing security evaluation and reinforcement, ensuring that our DataSec architecture adapts to new threats and challenges.

Our comprehensive approach to security reflects our dedication to providing an elite service that our users can trust. We understand the critical nature of the data we handle, and we've designed our security protocols to protect this data to the fullest extent possible.


For more info please visit:

What integrations does your app have? Do you plan on adding more integrations in the future? Zapier was released this summer. Yes we plan to have direct integrations to project management softwares, such as TaxDome, and workflow solutions, alongside tax preparation and projection software.

What is the vision, mission, & purpose of your company/​app?


TaxPlanIQ's vision is to create a global community where tax advisors drive not only financial prosperity but also enhance the overall wellbeing of individuals, businesses, and societies. We see a future where tax advisors play a pivotal role in shaping healthier, wealthier, and more connected communities, leveraging their unique skills and our innovative tools.


Our mission at TaxPlanIQ is to transform Tax Accountants into Tax Advisors who act as strategic partners in their clients' financial success. By integrating education, technology, community, and social responsibility, we are redefining the role of tax professionals. We strive to facilitate their transition from mere compliance specialists to essential contributors to individual and business prosperity.


The purpose of TaxPlanIQ is to provide an all-encompassing solution for tax advisors, enabling them to achieve excellence in their field, contribute to their clients' success, and have a positive social impact. We empower them with the tools, education, and support they need to elevate their services. We dedicate 10% of our profits to charitable causes and diversity initiatives, reflecting our commitment to community enrichment and social justice.


On the Profession: We are changing the way tax professionals approach their work, shifting from a focus on compliance to a broader, more strategic view.

On Clients: We enable tax advisors to provide tailored, impactful advice, fostering financial health and business growth for their clients.

On Society: By fostering responsible tax planning, education, and philanthropy, we contribute to the overall economic development, social equity, and community wellbeing.

On the World: Through our global community of tax advisors, we are a part of a movement that transcends borders, influencing fiscal policies, encouraging responsible business practices, and inspiring a shared commitment to social advancement.

Together, our vision, mission, purpose, and impact reflect our holistic approach to revolutionizing the tax industry. Through our ongoing commitment to innovation, education, community building, and social responsibility, we are not only transforming the profession but also contributing to a more prosperous, fair, and connected world.