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Starter: $150 p/m
For firms newer to the tax advisory space.
Professional: $600 p/m
Skip the Trial!
Our monthly solution for established tax advisors to become more efficient.
Training Academy & Certification
Custom Pricing
Customized educational offerings in person or via Zoom With Our Award Winning CPA's!
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 On TaxPlanIQ)
Starter (Pay-Per-Plan) |
Professional (included in Trial) |
Training Academy |
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100+ Tax Strategies |
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KPI Dashboard |
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Quarterly Estimate Reminders |
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White Labeled |
➕ CCTA Credential After 12 Months (Certified Concierge Tax Advisor) |
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Customer Service |
Dedicated success manager, Live Chat, Email, & Knowledgebase |
Dedicated success manager, Live Chat, Email, & Knowledgebase |
➕ Dedicated Time With Our Tax Experts, including CEO Jackie Meyer, CPA, CCA |
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Resources & Discounts |
Full Access to Templates, Videos, Vetted Vendors, & $$$ Savings |
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Internal Task System & Checklists |
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ROI Proposal & Client Report |
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CPE & Community Events |
Weekly Labs (Submit Clients' Info For Live Tax Plans) & Monthly Power Hour Series |
Weekly Labs (Submit Clients' Info For Live Tax Plans) & Monthly Power Hour Series |
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Online & PPT Presentation |
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Client Portal |
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Client To Do's |
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Questionnaires |
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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
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.
