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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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We use TaxPlanIQ in our Mastermind Programs:

Students receive 50% discount when completing our Masterminds. 

“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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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.


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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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