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Our solution for established accounting firms that need to streamline operations, increase profitability and prepare to scale.
White Glove Consulting
Custom Pricing
Our solution for you and your entire team so everyone can access the same suite of tools and best practices to get your clients the best return on their investment. This plan provides customized tax planning coaching with one of our top tax strategists
Attorney-approved tax strategies
Client Savings View
A robust client portal
Task management for clients and staff
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.
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Quarterly Tax Estimates |
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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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