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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...