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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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See what makes TaxPlanIQ the tax manager you never had

We use TaxPlanIQ in our Mastermind Programs: Yourcca.com andTaxplanningMasterclass.com.

Students received an extended trial and a 25% discount when completing our Masterminds. 

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Jeremy
“It’s a great way to do tax planning because Jackie’s ROI worksheets are like a supercharged Excel spreadsheet! It’s worth its weight in gold for the monthly fee! ”

— Jeremy Stark

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Start your free trial

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.

1

Start your free trial

2

See an immediate return on your investment

3

Watch TaxPlanIQ transform your accounting firm

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Need help getting started with TaxPlanIQ? 

Look no further. Our expert team can help you get the most out of your tax planning efforts so that you see a quick return on your investment.

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