

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.
See what makes TaxPlanIQ the tax manager you never had
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 |
Elite Custom Pricing |
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Included Tax Strategies |
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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.