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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 Achieved 95% YoY Firm Revenue Growth
“There’s the McDonald’s model, and there’s the Michelin model. I’d rather work with fewer clients and deliver truly premium value. That’s the type of practice I want to run, and TaxPlanIQ helps make it possible.”
Daniel Guarin, EA
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Events
See our upcoming webinars, CPE sessions, live events & more
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The “Big Beautiful Bill” JUST PASSED; What Does It Mean for Your Clients and Your Firm? on July 25
Bridging the Gap Conference 2025 on July 22-24
How to Close a 5-Figure Tax Planning Client in 30 Days on August 7
Free eBooks & Guides
Download free guides on implementing popular tax strategies, pricing calculators, and more
ROI Method of Value Pricing Workbook
How to Close a 5-Figure Tax Planning Client in 30 Days
6 High Impact Advanced Tax Strategies for HNW Business Owners
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
The One Big Beautiful Bill Act: A Tax Planning Revolution for Accounting Firms
The ROI of Tax Planning Software: Fueling Growth Through Innovation
Leveraging AI in Tax Planning: How jAIne Enhances Strategy Development