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Pricing and Free Trial
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.

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.

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.
See what makes TaxPlanIQ the tax manager you never had
We use TaxPlanIQ in our Mastermind Programs: and
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Students receive 50% discount when completing our Masterminds.
Basic |
Professional (included in Trial) |
Elite Custom Pricing |
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Included Tax Strategies |
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Customer Service |
Dedicated success manager, Live Chat, Email, & Knowledgebase |
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Custom Branding |
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Resources & Discounts |
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Task System |
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ROI Proposal & Client Report |
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Educational Videos |
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Firm Dashboard |
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Client Portal |
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Client To Do's |
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Quarterly Tax Estimates |
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Questionnaires |
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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
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.