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Reasons why we love TaxPlanIQ:

  • Solo Tax Advisor or a Tax Firm (see how TaxPlanIQ works with a team)
  • using the ROI Method of tax planning developed by Jackie Meyer CPA, Close the deals!
  • A robust client portal
  • IRS Guidance
  • Attorney-approved tax strategies
  • Dashboards with ROI updates
  • Task management for clients & staff
  • A white-label platform you can personalize
  • Q/A with founder & tax expert Jackie Meyer
  • Add-on modules and more...
TaxPlanIQ helped me confidently present tax savings to clients to win new revenue in the $10K. My first pitch using TaxPlanIQ was going to save the client $50k that first year, and I was able to charge ~$9k and now annually generate ~$5k from the client, whereas previously, it was a ~$1500 tax return. Multiply that out, and you're delivering more value to your clients and being paid appropriately. It's an excellent tool to generate tax planning strategies for your clients, with resources to help you understand the strategies better. The methodology is ROI based, which helps you to capture premium fees for your valuable services more confidently! ”

— Jeremy Stark, CPA 

Silver Spring, MD


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