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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.

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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.

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did you know

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

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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!

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Your Discount is 10% OFF any TaxPlanIQ plan. 

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Your Discount is 10% OFF any TaxPlanIQ plan. 

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Your Discount is 10% OFF any TaxPlanIQ plan. 

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Your Discount is 10% OFF any TaxPlanIQ plan. 

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Free Download:

The Ultimate LLC & Sole Prop Tax Savings Blueprint (2025 Edition)

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Essential strategies every accountant should offer clients before year-end - with step-by-step implementation guides and real tax savings calculations.

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Download today to Get The Ultimate LLC & Sole Prop Tax Savings Blueprint

Inside, You’ll Discover:
 
✓ The Accountable Plan: Turn everyday business expenses into tax-free reimbursements with clear action steps

✓ The Augusta Rule Strategy: How clients can earn up to 14 days of tax-free income by renting their home to their business

✓ S-Corp Election Secrets: Cut self-employment taxes in half with the right salary/distribution split ($9,000+ savings example included)

✓ Hiring Your Kids the Right Way: Shift income to a 0% tax bracket while funding their future with a Roth IRA

✓ Entity Selection Roadmap: Know exactly when clients should upgrade from Sole Prop to LLC to S-Corp (with specific triggers)

✓ Step-by-Step Action Items: Implementation guidance for each strategy to ensure IRS compliance

✓ Real Dollar Examples: See actual scenarios showing $4,000 in Augusta Rule income, $9,000 in S-Corp savings, and more