Ready to Become a Tax Planning Wizard in Just Minutes?
Pricing Plans for Every Tax Planner’s Budget
- 100+ CPA-Selected Tax Strategies
- Tax Strategy Resource Library
- All-In-One Resource Access:
- Exclusive Vendor Discounts
- Live Weekly Tax Labs
- Monthly Power Hour with CPE (1 CPE per month)
- Custom White-Labeled Reports
- Real-Time Tax Savings Dashboard
- Monthly Industry Newsletter + Updates
- Multi-Channel Support:
Everything in Essentials Plus:
- Unlimited Reports:
- Client-Facing Tax Plan Reports
- Cashflow Timeline
- Tax document importing
- JAIne (The Best AI Tax Planning Tool!)
- Monthly Power Hour with CPE (1 CPE per month)
- Build Tax Plans Together with Priority
- Tasks with Zapier Sync - Automate
- Client Portal
- Client To-Do’s with Zapier Sync
- Client Questionnaires
- 3 Monthly Live Sessions with
TaxPlanIQ Founder Jackie Meyer, CPA
- Referrals to Concierge Level Clientele
as Suited to Your Location + Fit
- Exclusive Invitations to Events - In
Person + Virtual - And a Private Chat
- Access to Online Learning Platform
to Review Tax Strategies
- Personal Access to Jackie Meyer via
Text and Quick Coaching Sessions
- CPE Credits: Earn a Minimum of
36 CPE Credits
- Become a Certified Concierge Tax Advisor
$ 250 M
in Tax Savings
Average Tax Savings Per Client
Tax payers rely on TaxPlanIQ for their tax savings
Time saved monthly (on average)
World Class Tax Advisors Love Using TaxPlanIQ
See what they’re saying....
"I became a CTC to get my tax planning processes in place, and when TaxPlanIQ came out, I said "thisis what I've been waiting for!" I've already sold five plans for $1,000 - $2,000 to existing clients and can't wait to create packages and continue selling them!"
“I just wanted to share a quick note with you regarding my first tax plan pitch using TaxplanIQ. The implementation fee istotal of $6250. Future years will be $3,500/year. I'm pretty happy as before I'd have just charged about $500- $1000.”
"My client strategies have reached new heights of organization. I can effortlessly gauge the potential savings for a client with a fresh strategy and track the actual savings once implemented. The diverse ROI sheet presentations cater perfectly to both my clients and my team, streamlining communication and understanding. The checklists, distinguishing between internal tasks and tho...”
“I love that TaxPlanIQ has a LOT of resources about the individual strategies to help me determine if it'sapplicable to my client's situation. Then, it goes a step further with how to go about implementing the strategy.”
Ready to Become a Tax Planning Wizard in Just Minutes?
Frequently asked questions
How do I manage my account billing (Update billing information, cancel, etc)?
How do I change my plan? Can I upgrade or downgrade my plan?
Which trial plan do you recommend?
When will I get invited to these weekly tax planning labs?
Where are vendor discounts?
Can you help me with a plan?
I tried TaxPlanIQ before and want to use my old custom profile. How do I reactivate my account?
What if I don’t see a strategy in your library?
How do I update my library?
Can I extend my trial?
What is the limit on the number of extensions during the TaxplanIQ trial period?
When should I use the ROI tab versus the presentation?
When should I send a client the tax planning report?
How should I price a plan?
Effective vs. Marginal Tax Rate: Which Should I Use for Projections?
How can I get additional education and coaching?
We have several programs at jackiemeyercpa.com to choose from
We are honored to be nominated another year for the CPA Practice Advisor Innovation Award. The Q&A process was so unique and thorough, I wanted to share our answers and roadmap publicly as well!
Can you provide short 4-7 min video links with an overview of your company/app?
- Official AICPA Accelerator program video 2023: https://accelerator.cpa.com/2023-cohort (scroll to TaxPlanIQ),
- With jAIne in beta, I have a quick intro video here: https://youtu.be/baR5IpUcJ1E,
- And here is a demo overview video I did a couple of months ago w/Jason Staat's thoughts: https://youtu.be/jYj6LR6O8N4
Can you compare your company/app to your competition? (what do they do well vs. what do you do well)
Our Edge: What truly sets TaxPlanIQ apart and positions us to redefine the landscape of tax advisory software is our upcoming enhancement: the integration of GPT-4 based chatbot, jAIne. This breakthrough innovation is poised to revolutionize our platform, making jAIne the smartest tax manager in the world and users 70%+ more efficient. From crafting targeted marketing messages to performing complex entity comparisons and meeting specific tax technical needs, jAIne's capabilities will provide unparalleled support and functionality to our users. Next up: return audits and suggestions too!
At TaxPlanIQ, we pride ourselves on providing an all-in-one solution that accompanies Elite tax advisors throughout the entire tax planning journey. Unlike other offerings, We stand out as the all-in-one solution, encompassing the entire tax advisory process from Proposals, and Project management, to Professional Development. These are the 3 P's of TaxPlanIQ.
Compared to Option B-The Big Industry Titan: Their solution, although integrated with an online version of tax preparation software, falls short in terms of strategy depth and community support. It may provide some basic functionality, but lacks the personalized touch and extensive strategy arsenal that help our community thrive. Unlike Intuit, we at TaxPlanIQ are constantly attuned to our users' needs, releasing new enhancements every two weeks to meet specific requirements and keep our platform at the cutting edge of tax planning technology.
Compared to Option C - The Slick Sales Company: While their technology can read a tax return and propose hundreds of strategies, it often leads users into a labyrinth of complexity. The overwhelming number of options and time-consuming inputs create barriers to implementation. Moreover, the cost of their services, including a separate coaching program, can run into tens of thousands of dollars. In contrast, TaxPlanIQ offers a unified approach at just $600 per month, as well as a starter subscription of only $150 per month now. This includes an hour of Continuing Professional Education (CPE) and weekly labs where we personally guide tax advisors in crafting plans. Small group coaching intensives are also available for around $1,000 per month, representing an immense value at taxplaniq.com/ccta
In conclusion, TaxPlanIQ's commitment to excellence, focus on personalized coaching, affordability, and the revolutionary addition of jAIne ensures that we don't just compete with our competitors – we lead. Our offering is not merely about software but about empowering tax advisors to transform their practices, reach new heights, and deliver extraordinary value to their clients. With subscription options to fit various needs and a relentless dedication to innovation AND education, TaxPlanIQ stands as the clear choice for tax advisors who seek the best of the best. For a more detailed comparison with our competitors, please visit our comparison page at https://www.taxplaniq.com/compare
Can you describe in detail the security policies for your company/app?
At TaxPlanIQ, we prioritize data security and implement comprehensive measures to ensure that our users' data remains safe and secure. Here's an overview of our security policies and protocols:
Our team is certified in ISO 27001 Information Security Management Systems, demonstrating our commitment to maintaining robust security controls.
We also have expertise in fraud examination (Certified Fraud Examiner by ACFE) and information security (Certified in Info Security by ISACA), ensuring that our security measures adhere to the highest standards.
- Temporary Data Storage:
We store user data for the entire duration of service usage and for an additional 5 years thereafter, maintaining both access control and regular monitoring.
- Dedicated Server and Data Protection:
Our server is exclusive to TaxPlanIQ and secured by a state-of-the-art firewall.
We perform automatic backups every 6 hours and retain encrypted daily backups in multiple locations.
Data is logically separated, allowing only authorized personnel to access it, ensuring privacy and security.
- User Access Controls:
Users have complete control over data sharing within their accounts.
Our support team members, who have undergone background checks, may access data for specific purposes, such as technical support.
All communications within the TaxPlanIQ application are encrypted with 128-bit SSL, a standard comparable to that used by banks.
Data at rest is encrypted using AES 256-bit symmetric keys, and data transfers are secured via SSL.
- Hosting and Physical Security:
TaxPlanIQ is hosted on AWS, a renowned platform with robust security and privacy features.
Our team takes additional measures within the AWS architecture to maintain a secure infrastructure. More details can be found at AWS Security.
- GDPR/CCPA Compliance:
While not explicitly mentioned, our focus on data ownership, control, and encryption aligns with the principles of privacy regulations like GDPR and CCPA. Specific compliance measures can be detailed further as needed.
- Continuous Security Evaluation:
We are committed to ongoing security evaluation and reinforcement, ensuring that our DataSec architecture adapts to new threats and challenges.
Our comprehensive approach to security reflects our dedication to providing an elite service that our users can trust. We understand the critical nature of the data we handle, and we've designed our security protocols to protect this data to the fullest extent possible.
For more info please visit: https://www.taxplaniq.com/security
What is your short-term roadmap for the next 6-12 months?
We are currently testing the following features for 15-30 day release: jAIne GPT4 chatbot, storing redacted returns, continuing to add strategies to our library of about 100.
For the next quarter, we are focusing on: OCR and suggestions of return data for strategies, filling our CCTA group to about 22, customizing the color scheme (already white labeled) of the ppt presentation, and running another 10 days to closing a tax plan challenge to help practitioners get confidence in tax advisory quickly, we have some strategic partnerships for further education and vendor resources hand selected.
For the upcoming year, we are focusing on: Using the chatbot to input data/talk directly with TaxPlanIQ pages, 3rd party integrations with TaxDome (we integrate with Zapier now and Qount.io) as well as other direct plugins.
What is your long-term roadmap for the next 3-5 years?
Certainly! Here's the revised long-term roadmap that incorporates your specific requests:
TaxPlanIQ's Long-term Roadmap (3-5 Years):
- Product Development:
Integration with Financial Platforms: Facilitating easy business data import through seamless integration with major financial and accounting platforms.
Expansion of AI Capabilities: Leveraging advanced AI technologies to expand jAIne's capabilities, including unique features like representing a minority woman, reflecting our diversity values.
Enhancements Release Cycle: Continuing to release new, customized enhancements every two weeks, reflecting users' needs and industry trends.
New Subscription Tiers: Expanding subscription options to cater to different segments of tax advisors.
- Education & Professional Development:
Broadening Educational Programs: Enhancing our coaching and professional development offerings.
Certification Programs: Collaborating with professional bodies for certification programs.
- Market Expansion & Networking:
Geographical Growth: Entering new markets domestically and internationally.
Partnerships & Alliances: Building strategic alliances.
Network Connection Offering: Launching a platform where taxpayers can find specialized tax advisors through TaxPlanIQ, further supporting our advisors with marketing.
- Customer Support & Community Engagement:
Community Platform: Encouraging collaboration and support among tax advisors.
Enhanced Customer Support: Offering more channels of support.
- Security & Compliance:
Ongoing Security Enhancements: Investing in state-of-the-art security technologies.
Regulatory Alignment: Ensuring compliance with emerging laws and regulations.
- Sustainability, Diversity, & Social Responsibility:
Sustainable Practices: Implementing environmentally responsible business practices.
Diversity and Inclusion Policies: Developing and enforcing comprehensive diversity and inclusion policies to create a vibrant, inclusive workplace.
Social Impact Initiatives: Launching community support programs.
- Thought Leadership & Innovation:
Thought Leadership from Our CEO & team: Regular insights, publications, and speaking engagements by our CEO, positioning TaxPlanIQ as an industry leader.
Investment in R&D: Fueling innovation through significant R&D investments.
By strategically focusing on these pillars, TaxPlanIQ will strengthen its position as the premier platform for elite tax advisors. Our commitment to continuous innovation, community building, ethical practices, and thought leadership will set us apart as a driving force in the tax advisory technology landscape.
What is the pricing for your application?
$150 starter per month, then $195 per tax plan produced (recommended for users doing less than 12 plans a year) or $600 Professional Plan is all-encompassing and unlimited access
Access to our small group coaching intensives is approx 1K per month and includes 3 live sessions with a couple dozen advisor peers and Jackie Meyer, CPA tackling your biggest challenges, celebrating successes, and moving the profession forward.
What kind of support do you offer & how fast is your guaranteed response times?
What integrations does your app have? Do you plan on adding more integrations in the future?
Qount.io. Zapier was released this summer. Yes we plan to have direct integrations to project management softwares, such as TaxDome, and workflow solutions, alongside tax preparation and projection software.
What is the vision, mission, & purpose of your company/app?
TaxPlanIQ's vision is to create a global community where tax advisors drive not only financial prosperity but also enhance the overall wellbeing of individuals, businesses, and societies. We see a future where tax advisors play a pivotal role in shaping healthier, wealthier, and more connected communities, leveraging their unique skills and our innovative tools.
Our mission at TaxPlanIQ is to transform Tax Accountants into Tax Advisors who act as strategic partners in their clients' financial success. By integrating education, technology, community, and social responsibility, we are redefining the role of tax professionals. We strive to facilitate their transition from mere compliance specialists to essential contributors to individual and business prosperity.
The purpose of TaxPlanIQ is to provide an all-encompassing solution for tax advisors, enabling them to achieve excellence in their field, contribute to their clients' success, and have a positive social impact. We empower them with the tools, education, and support they need to elevate their services. We dedicate 10% of our profits to charitable causes and diversity initiatives, reflecting our commitment to community enrichment and social justice.
On the Profession: We are changing the way tax professionals approach their work, shifting from a focus on compliance to a broader, more strategic view.
On Clients: We enable tax advisors to provide tailored, impactful advice, fostering financial health and business growth for their clients.
On Society: By fostering responsible tax planning, education, and philanthropy, we contribute to the overall economic development, social equity, and community wellbeing.
On the World: Through our global community of tax advisors, we are a part of a movement that transcends borders, influencing fiscal policies, encouraging responsible business practices, and inspiring a shared commitment to social advancement.
Together, our vision, mission, purpose, and impact reflect our holistic approach to revolutionizing the tax industry. Through our ongoing commitment to innovation, education, community building, and social responsibility, we are not only transforming the profession but also contributing to a more prosperous, fair, and connected world.