Customer Case Studies
Get inspired by seeing how other firms are succeeding with tax advisory
Case Study
How One CPA Delivers High-Value Tax Plans as a New Firm Owner
"TaxPlanIQ has massively shifted the way that I think about what I want my firm to be. Being able to communicate my value to people… allows me to make more money, invest in better technology, and invest in people."
Sargis Ivanov, CPA
Read More & Watch Video
Case Study
How This CPA Went From From Free Advice to 6 Figures in Additional Revenue
"TaxPlanIQ lets us show clients the difference between where they are now and where they could be. The ROI reports make it incredibly clear—and that clarity makes it easy for clients to say yes."
Merrill Taylor, CPA
Read More & Watch Video
Case Study
How One EA Went From Undervalued to In-Demand
"The product just made sense. TaxPlanIQ is not just selling the software and saying ‘bye.’ The support is there—coaching, community, tools, everything."
Noura Almasri, EA
Read More & Watch Video
Events
See our upcoming webinars, CPE sessions, live events & more
Essential Federal & State Tax Updates for Tax Season on February 5
How Accountants & Advisors Can Double Profits in 2026 on February 20
Free eBooks & Guides
Download free guides on implementing popular tax strategies, pricing calculators, and more
%20.png)
The One Big Beautiful Bill Act: A Tax Planning Revolution for Accounting Firms
.png)
8 Tax Strategies Your Firm Can Still Implement in Q1 2026 to Reduce 2025 Taxes
%20.png)
3 Perfect Tax Planning Clients: Which Strategy Stacks to Use & How to Price Each
The Concierge CPA Podcast
Listen to TaxPlanIQ President & Founder Dr. Jackie Meyer, CPA’s hit podcast
Read the TaxPlanIQ Blog
Get the information you need to do more tax advisory work
Jackie Meyer, CPA, Named One of the 2025 Most Powerful Women in Accounting by CPA Practice Advisor
%20Trifecta%20Triple%20the%20Benefits%20for%20Taxes%2c%20Retirement%2c%20and%20Healthcare.png)
The Hidden 401(h) Trifecta: Triple the Benefits for Taxes, Retirement, and Healthcare
TaxPlanlQ Partners with Liberty Tax to Empower Franchisees with Scalable Tax Planning Services