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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.

Your Discount is 10% OFF any TaxPlanIQ plan. 

Use Code
GROW10
at checkout or with your representative.

Your Discount is 10% OFF any TaxPlanIQ plan. 

Use Code
CHANGE10
at checkout or with your representative.

Your Discount is 10% OFF any TaxPlanIQ plan. 

Use Code
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at checkout or with your representative.

Free Download:

The One Big Beautiful Bill Act: A Tax Planning Revolution for Accounting Firms

The OBBB Just Passed Mockup (1)

Learn why forward-thinking accountants & advisors are racing to master what the new tax legislation practically means before tax season hits.

Enter your info below to download.

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Download today to The One Big Beautiful Bill Act: A Tax Planning Revolution for Accounting Firms

Inside, You’ll Discover:


 ✓ How 100% permanent bonus depreciation creates immediate six-figure savings opportunities for your business clients

✓ The new QBI deduction thresholds that make pass-through entities more attractive than ever (and how to maximize the benefits)

✓ Why the temporary SALT cap increase to $40,000 creates a 5-year planning window you can't afford to miss

✓ The retroactive R&D expense deduction that could generate massive refunds for qualifying businesses back to 2022

✓ How to leverage Section 1202 QSBS modifications for clients considering business exits

✓ The exact ROI Method™ to price your tax planning services at $4,800+ (instead of $218 for tax prep)

✓ Real examples of how combining OBBA strategies creates exponential tax savings for clients