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LIMITED TIME

A Gift is Waiting For You

Answer this question for a surprise discount…

Gift

Where are you in your tax planning journey?

I’m an advanced tax planner, and charge premium fees for it.

I give away free tax planning advice and want to start charging for it.

I don’t currently offer tax planning, but understand how to do it.

I’m thinking about offering tax planning, but need to learn how to do it.

did you know

TaxPlanIQ is the most affordable tax planning software with more strategies and functionality than the competition.

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did you know

Accountants who make the leap from free advice to charging premium fees achieve 30%+ growth rates – far surpassing the traditional 9.1% firm growth rate.

By signing up to our newsletter you accept our privacy policy. Your personal data will be processed so that we can contact you about our products via email. Read our privacy policy for more information.

did you know

Accountants who add tax planning to their firm achieve 30%+ growth rates – far surpassing the traditional 9.1% firm growth rate.

By signing up to our newsletter you accept our privacy policy. Your personal data will be processed so that we can contact you about our products via email. Read our privacy policy for more information.

did you know

The TaxPlanIQ Growth Plan includes 1:1 expert review of your tax plans before you present to clients, plus tons of other learning opportunities including top notch CPE credits to set your firm up for tax planning success!

By signing up to our newsletter you accept our privacy policy. Your personal data will be processed so that we can contact you about our products via email. Read our privacy policy for more information.

Your Discount is 10% OFF any TaxPlanIQ plan. 

Use Code
EXPERT10
at checkout or with your representative.
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Your Discount is 10% OFF any TaxPlanIQ plan. 

Use Code
GROW10
at checkout or with your representative.
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Your Discount is 10% OFF any TaxPlanIQ plan. 

Use Code
CHANGE10
at checkout or with your representative.
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Your Discount is 10% OFF any TaxPlanIQ plan. 

Use Code
LEARN10
at checkout or with your representative.
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Free Download:

The ROI Revolution: How to Build a 7-Figure Advisory Firm in 4 Hours a Week

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A strategic roadmap for accountants and advisors ready to grow revenue, reduce burnout, and deliver massive client value.

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Download today to Get The Advisor Blueprint: How to Build a Thriving Tax Planning Practice

 ✓ How to shift from hourly billing to ROI-based pricing


 ✓ The “3-tier client system” to increase revenue without increasing workload

 ✓ Why burnout is a symptom of bad business models—and how to fix it

 ✓ The step-by-step framework to integrate proactive tax planning into your firm

 ✓ Real-world examples from advisors who doubled revenue and cut hours in half

 ✓ How to use tech and team to scale without sacrificing quality or freedom