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Pricing and Free Trial
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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Our solution for established accounting firms that need to streamline operations, increase profitability and prepare to scale.
See what makes TaxPlanIQ the tax manager you never had
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
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Students receive 50% discount.
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Professional (included in Trial) |
Elite Custom Pricing |
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Included Tax Strategies |
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Customer Service |
Dedicated success manager, Live Chat, Email, & Knowledgebase |
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Custom Branding |
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Resources & Discounts |
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Task System |
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ROI Proposal & Client Report |
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Educational Videos |
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Firm Dashboard |
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Client Portal |
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Client To Do's |
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Quarterly Tax Estimates |
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Questionnaires |
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Online & PPT Presentation |
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“ 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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Ready to become indispensable to your clients and build a business you love? Try TaxPlanIQ free for fourteen days and follow our three-step proven process to see a measurable ROI.