Basic
$300/mo
after 14-Day FREE Trial!
Our solution for solopreneurs and emerging businesses that need a solution that proves their value and grows their business.
Use the subscribe button below to start your 14-day trial.
Professional
$600/mo
after 14-Day FREE Trial!
Our solution for established accounting firms that need to streamline operations, increase profitability and prepare to scale.
Use the subscribe button below to start your 14-day trial.
Elite
Custom Pricing
Our solution for you and your entire team so that everyone involved in your work has access to the same suite of tools to get your clients the very best return on their investment. The Elite 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
We use TaxPlanIQ in our Mastermind Programs: 
and
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Students received an extended trial and a 25% discount when completing our Masterminds.
Free 14-day Trial |
Basic $300/mo |
Professional $600/mo |
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Quarterly Tax Estimates |
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Online & PPT Presentation |
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“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
Start your free trial
See an immediate return on your investment
Watch TaxPlanIQ transform your accounting firm
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.
