Small and Medium
Accounting firms
"TaxPlanIQ has allowed me to focus on value-add activities like tax planning for my clients. It systematizes the entire process, and teaches your staff about the different tax strategies as you use it, making it a scalable solution for my firm. We had a high net worth real estate investor we added into TaxPlanIQ, ended up finding him $75,000-$100,000 in tax savings quickly. We charged about $20,000 for that service, and he accepted the proposal without hesitation. This software is truly like an extension of your firm."
Transform Your Tax Advisory Journey with TaxPlanIQ.
Redefine success in tax planning and advisory with TaxPlanIQ. Go beyond mere tax projections and dive into a comprehensive, value-driven approach that benefits both you and your clients. Our platform manages the entire tax advisory engagement from start to finish, illuminating the profound impact of a well-structured tax plan on financial growth.
Advisory engagement
- Save time with automated proposal to implementation processes
- Streamline your entire advisory engagement, from proposal creation to implementation. Easily sync with your billing and practice management software.
ROI Visualization
- Showcase the value with vivid ROI Visualization
- Demonstrate the monetary benefits of your tax planning strategies, helping clients and team members visualize the ROI and value provided.
Strategy and Templates
- Manage proposals, live collaboration, and ROI visualization on one platform
- Confidently automate your tax advisory operations with simple integration into your tech stack. One login, a centralized task list, and hundreds of resources.
Education & Resources
- Access our wealth of guides, templates, and Webinars with CPE designed to enhance proficiency, fostering continuous learning and growth.
Powered by jAIne AI: Tax Planning Simplified & Supercharged
- Powered by Chatgpt 4, jAIne effortlessly navigates complex tax queries, becoming an essential partner in every consultation.
- jAIne’s data analytics offers insights to identify the most effective tax strategies for your clients, so you never have to second guess again!
- Streamline your workflow jAIne provides instant tax advice, freeing you to invest more quality time with your clients.
What Is TaxPlanIQ?
Efficiency. Value. Success.
TaxPlanIQ is a tax advisory platform that delivers automated solutions for value pricing, live collaboration on tax plans, and end-to-end engagement management.
From proposal creation, educational strategy selection, to implementation and ROI visualization, TaxPlanIQ allows tax advisors to manage it all from one place, with vetted vendor recommendations, discounts, and exclusive CPE.
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World Class Tax Advisors Love Using TaxPlanIQ
See what they’re saying....
"TaxPlanIQ has saved my clients millions of dollars! In the last 6 months we were able to charge $300,000 in new fees."
"We LOVE TaxPlanIQ. It has truly been a game changer for working with prospective clients. Being ableto show them the ROI analysis allows us to look SO professional and put together. We are so gratefulfor this tool and would highly recommend to any tax planning professional."
"TaxPlanIQ has transformed our advanced tax planning process, streamlining operations and enhancing professionalism with its ROI analyses. It has expedited deal closures while also boosting confidence through its user-friendly interface. An additional benefit is how it provides easily digestible educational content. TaxPlanIQ is a pivotal tool for any tax professionals aiming for success”
Implementing TaxPlanIQ in my practice has been transformative for my clients and myself. As a CPA, providing top-notch tax planning services is crucial, and TaxPlanIQ has become an indispensable tool in achieving this goal. The platform’s intuitive interface and powerful features enable me to create detailed, customized tax strategies tailored to each client’s unique needs. The real-time updates and alerts ensure that I am always on top of any changes in tax laws, allowing me to provide timely and accurate advice. My clients appreciate the proactive approach and the significant tax savings they’ve realized as a result. Additionally, the support team at TaxPlanIQ is exceptional, always ready to assist with any questions and ensure I get the most out of the platform. Thanks to TaxPlanIQ, I can confidently deliver comprehensive tax planning services that drive real value for my clients. I highly recommend it to any CPA looking to enhance their tax planning capabilities.
For those of you wondering if TaxPlanIQ is worth it, I just closed a client I have been trying to convert for years. Sold a plan with $10K onboarding and $9K/yr compliance. The difference, according to the client, is that TaxPlanlQ clearly laid out the savings that I had been poorly communicating to them the past couple of years!
Thanks Jackie Meyer and team for an amazing tool!!!
Tax planning software made for accountants by Accountants
Jackie Meyer, a consistent 40 under 40 honoree since 2018, is a dynamic force in the accounting world. As the former founder of award-winning Meyer Tax Consulting, she now spearheads innovative solutions, including TaxPlanIQ (AICPA 2023 Accelerator Cohort). Jackie's transformative approach, rooted in The ROI Method of Tax Planning™, revolutionizes pricing models and addresses cultural challenges to combat burnout and turnover. She's a sought-after speaker, impacting thousands of accountants annually, and fosters change through her "Accounting Firm Influencers" Facebook group. With Jackie's leadership, the accounting profession embraces a promising future focused on well-being, prosperity, and stronger relationships.
Blog Posts and How-Tos:
In a recent episode of the Concierge CPA Podcast, Jackie Meyer, CPA, sat down with Susan Bell,...
As tax professionals, you're continually seeking avenues to enhance client portfolios, mitigate tax...
In a recent episode of the Concierge CPA Podcast, Jackie Meyer, CPA, the President and Founder of...