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Customer Case Studies
Get inspired by seeing how other firms are succeeding with tax advisory
Case Study
Why One CPA Replaced His Costly Tax Planning Software with TaxPlanIQ—and Never Looked Back
"I used to think I couldn’t help high-earning W-2 clients (with his old tax planning software) but TaxPlanIQ opened that door. Now, I’ve got plans for ultra-high earners—$500K, $600K income folks—who are thrilled when I show them real savings."
John Sanchez, CPA
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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
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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
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Events
See our upcoming webinars, CPE sessions, live events & more
Strategy Hour - Charitable Gift Financing: How Your Clients Can Make Larger Charitable Contributions and Capture Bigger Deductions Without Fronting the Full Gift Amount on August 26
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Strategy Hour - Roth IRA ContributionsHow Your Clients Can Build Tax-Free Retirement Income Through Roth IRA Contributions on September 2
Free eBooks & Guides
Download free guides on implementing popular tax strategies, pricing calculators, and more
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Busy Season Is Your Best Sales Season
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8 Tax Strategies Your Firm Can Still Implement in Q1 2026 to Reduce 2025 Taxes
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How to Turn 10 of Your Current Tax Return Clients Into Tax Advisory Engagements Before April 15
The Concierge CPA Podcast
Listen to TaxPlanIQ President & Founder Dr. Jackie Meyer, CPA’s hit podcast
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Read the TaxPlanIQ Blog
Get the information you need to do more tax advisory work
The Best Software for Finding Tax Savings Strategies for High-Income Clients
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Tax Planning Software Accounting Firm Owners Recommend (and Why)
What's the Best Tax Planning Software for CPAs?