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LIMITED TIME

A Gift is Waiting For You

Answer this question for a surprise discount…

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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.

did you know

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

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 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. 

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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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LEARN10
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Create Tax Plans Fast with Affordable Tax Planning Software

Our tax planning software is the fastest, most affordable way for growing firms to build expert-level tax plans for clients…even if you’ve never done tax planning before.

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✅ The TaxPlanIQ Growth Plan is Backed by a 100% Money Back Guarantee

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$5B

in Tax Savings identified

1,200+

Firms Use TaxPlanIQ

The Only Tax Planning Software Backed by a 100% Money-Back Guarantee*

Not only is TaxPlanIQ the most affordable tax planning software for accounting firms, but it’s the only one with a 100% money-back guarantee*. With the TaxPlanIQ Growth Plan, we assume the risk so you don’t have to. If you don’t see results during your 12-month agreement, you’ll get a full refund.*

Get a Demo

*Terms And Conditions Apply.

Features of TaxPlanIQ Tax Planning Software

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Instantly Analyze Your Clients for Opportunities

Upload up to one hundred 1040s at once. AI then identifies potential savings and prioritizes high-opportunity clients making client selection a breeze.

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Get Answers Fast with Our AI Tax Planning Software Assistant

Get real-time answers to complex tax planning questions and step-by-step guidance as you create tax plans with jAIne, our AI tax planning assistant.

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Price & Plan with Confidence

Take the guesswork out of tax planning pricing. Get easy ROI Method pricing structure and detailed ROI reports to show clients measurable value of their tax plan.

See All Features
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Your clients view you as an expense. TaxPlanIQ tax planning software helps you be seen as an asset.

Whether you’re burned out, undervalued, or tired of clients price-shopping your worth, we’ll show you how to become their most trusted advisor and add significant revenue and profit to your firm's bottom line.

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Tax planning is at the forefront of the Advisory shift, and is the easiest advisory service to add to your firm.

Tax planning is the easiest advisory service to add because it leverages the work you’re already doing—no new degree, certification, or staffing required. With TaxPlanIQ, you can turn a client’s 1040 into a customized, high-value tax plan in minutes.

That means you’re not just filing returns—you’re uncovering savings, creating new revenue streams, and building deeper client relationships that lead to more profitable engagements, year after year.

Here’s How to Become the #1 Asset In Your Client’s Life

TaxPlanIQ is easily the most affordable tax planning software on the market. It's also your bridge to a better business model where you can build tax plans in just 3 minutes.

Step 1

Upload multiple 1040 PDFs (or just one if you know who you want to plan for).

AI extracts data and begins finding savings immediately.

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Step 2

Verify the auto-filled info.

Make sure income, rates, and filing data are accurate.

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Step 3

Apply tax-saving strategies.

Our AI recommends proven, up-to-date strategies tailored to the return.

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Step 4

Set ROI-based pricing.

Use complexity and urgency to determine exactly what to charge.

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Step 5

Deliver the full proposal.

A professional, client-ready tax plan is ready in 3 minutes.

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See Our Pricing Plans

Get started for as little as $397/ month
100% Money-Back Guarantee when you choose the Growth Plan*

Tax Planning Software Built for Accounting Firms of All Sizes

See Plans & Pricing
  • Small Firms – Save time, add value, and raise your rates
  • Large Firms – Systematize tax planning, eliminate spreadsheets, and scale a consistent process across teams and locations

  • Growing Firms – Systematize tax planning and scale advisory work

  • Bookkeepers – Upgrade to strategic revenue streams

  • Accountants in Transition – Make advisory your core service offering

Frequently asked questions

How does TaxPlanIQ help accountants transition from tax preparation to tax advisory services?
TaxPlanIQ provides automated tax strategy recommendations, client-ready presentation materials, and a complete system for identifying tax-saving opportunities. Our platform helps accounting professionals shift from compliance-focused work to high-value advisory services that clients are willing to pay premium fees for.
What ROI can accounting firms expect when implementing tax planning services with TaxPlanIQ?
Firms using TaxPlanIQ have identified more than $5B in tax savings. Most accounting firms are able to charge advisory fees 10-20x higher than traditional tax preparation fees, with many reporting 30%+ annual growth compared to the industry average of 9.1%.
How does TaxPlanIQ's AI tax planning assistant help CPAs save time?
Our AI tax planning assistant analyzes client tax returns, automatically identifies tax-saving opportunities, and generates custom-tailored tax strategy recommendations in minutes. This automation allows accountants to deliver high-value advisory services efficiently without spending hours on manual calculations and research.
How long does it take to implement tax planning services in my accounting practice using TaxPlanIQ tax planning software?
Most accounting firms can implement tax planning services with TaxPlanIQ in less than 30 days. Our enhanced Growth Plan implementation and training program walks you through every step, from setting up your first tax plan to presenting it to clients. Many users report closing their first tax planning client within their first week of using the platform.
Does TaxPlanIQ really offer a 100% money-back guarantee?
We’re confident you’ll get results—plain and simple. No one else in the industry backs their work like this. We've taken away all the risk so you have nothing to lose. The guarantee is only on our Growth Plan during the first year. To be eligible for 100% money-back guarantee, you must complete 12 TaxPlanIQ Growth Plan Trainings within the 12 month subscription period; You must present at least 10 Tax Plans to verifiable clients or prospects within the 12 month subscription period; and engage with a TaxPlanIQ Concierge Consultant for a 1:1 review of at least 5 Tax Plans, which must be presented to verifiable clients or prospects within the 12 month subscription period. If you do that, and you don't achieve 100% ROI within 12 months, we'll refund your ENTIRE Growth Plan investment!