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Tax Lab

Empowering Tax Advisors to Provide Efficient and Effective Tax Planning Services

Portal

Find Tax strategies

Tasks

Build a tax plan

Tax-Strategies

Be prepared

How a Tax lab can help you


Professional Knowledge:
Advisors have the professional knowledge and experience to navigate complex tax laws and regulations.


Tailored Solutions


Advisors can provide tailored solutions specific to your unique financial situation and goals.


Time- Savings
Advisors can save you time by providing solutions for the tax planning process on your behalf.

 

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3 Step Plan

 

1

STEP 1

Redact Client info

Using Adobe Acrobat, please remove all sensitive information from the documents.  Here is a link on how to redact information. 

2

STEP 2

Submit a Request

Book your 1 to 1, or join a case study lab

3

STEP 3

Upload files

Create a folder with your first name Last Name and date. If a TaxPlanIQ user create a folder under "Weekly Lab Submission", If a CCTA student,  create a folder under "CCTA Live With Jackie" and if CCA create a folder under CCA

Submit your files here

Book a one-to-one session

Work directly with a tax advisor

*This is currently on Hold, please email Support@taxplaniq.com with any questions

 

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Join the Weekly Tax Lab

Weekly on Wednesdays, our Tax extraordinaire hosts a group tax lab reviewing a case study or answering Q&A

Join a weekly Tax Lab

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Questions?

 
 
 
If you have any questions, please reach out to our team at Support@taxplaniq.com

 

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I love the ROI Method, Deliverables, and ease of use. I like that I can look up a Tax Strategy and learn it immediately. My favorite is the Tax Labs.

Roxana Ramos Garcia, CPA

We LOVE TaxPlanIQ. It has indeed been a game changer for working with prospective clients. Showing them the ROI analysis allows us to look SO professional and put together. We are grateful for this tool and highly recommend it to any tax planning professional.

Tiffany Johnson, CPA