Affordable tax planning software that does it all:

The best tax planning software for an accounting firm does 4 separate jobs:

1. It finds advanced strategies inside a real client return
2. It quantifies the savings in dollars
3. It produces a client-ready proposal the firm can charge for
4. It projects quarterly estimated payments and allows you to add custom scenarios for each client

TaxPlanIQ does all four. An accountant uploads a 1040, jAIne AI assistant recommends from 130+ advanced strategies, and the software builds a white-labeled ROI summary and tax planning report under the firm's own logo. The Growth plan adds projections on top: quarterly estimated payments, plus the scenario modeling and entity comparison the firm runs for each client. More than 1,200 firms run their planning on TaxPlanIQ, and firms have identified over $5B in client tax savings using it.

Compliance software files the return after the year is over. Tax planning software works in the other direction: it shows a client where they stand today, where they could be, and the tax saving strategies that close the gap. That difference is what turns a firm from a preparer into an advisor. With TaxPlanIQ, an accountant uploads a 1040, AI surfaces 130+ advanced strategies ranked by savings, and the firm hands the client a quantified plan..

Yes, on certain plans. Please visit our pricing page to learn more. TaxPlanIQ Projections includes quarterly estimated projections, scenario modeling, and entity comparison into one forward-looking software. It also can do:

• AI-powered 1040 upload
• Tax scenario modeling
• State tax projected alongside federal
• S-Corp election modeling
• IRMAA calculator
• Roth conversion modeling
• SS taxability calculator
• Solve for Max
• Client-ready reports

The build follows a short path. An accountant uploads a 1040, the software reads the return and auto-redacts it for privacy, and the jAIne AI assistant recommends advanced strategies from the 130+ in the library along with suggested fees tied to the projected savings. From there the accountant reviews the strategies and generates the white-labeled ROI summary, slide deck, and planning report for the client. The work that used to mean hours of manual research and document prep happens inside one workflow. It’s difficult to give an exact time because each person works at different speeds, but most CPAs will be able to build a complete tax plan for a client in under 30 minutes.

To accelerate your launch, every TaxPlanIQ tax planning software subscription includes a Guided implementation over approximately 45 days with 7 live sessions led by a dedicated team over approximately 45 days, including time with a Training Specialist, Business Coach, and Tax Planning Consultant, plus ongoing support from our team.

A lot of products sold as tax planning software are really projection software. They model numbers: run a Roth conversion, test an S-Corp election, show state tax alongside federal. That is useful, but it is forecasting, not planning. It does not tell them which strategies to use to lower the bill.

TaxPlanIQ includes actual planning aka advanced tax strategy. An accountant uploads a 1040, the jAIne AI assistant recommends from 130+ advanced strategies for that specific client, ranked by savings, with suggested fees tied to the dollars saved. That strategy recommendation engine is the core of the platform. Advanced moves like cost segregation, defined benefit and cash balance plans, mega backdoor Roth conversions, qualified opportunity zones, and Section 1202 QSBS come out of the analysis, not a manual research process.

Projections sits on top of that. On certain TaxPlanIQ plans, Projections is included. It also offers scenario modeling, and entity comparison, so the firm can show both the strategy plan and estimated quarterly payments with different scenarios in one place. The order is the difference: the strategies tell the client what to do, and the projections show where it lands. Software that only projects gives a client half the picture.

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% ROI 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!

No. TaxPlanIQ helps identify relevant tax strategies based on client information and provides educational resources, implementation guidance, and prioritization tools to support your planning process. You don't need to memorize 130+ strategies—the platform helps streamline research and strategy evaluation.

Every plan includes:

• Guided implementation over approximately 45 days with 7 live sessions led by a Training Consultant, Business Coach, and Tax Planning Consultant, plus ongoing support.

• Weekly Group Tax Lab sessions to refine tax strategies, review examples of drafted plans before presenting to clients, and review tax technical details together with a tax planning specialist.

• Weekly Strategy Hour sessions with CPE to learn about a specific advanced tax strategy, the ideal client profile for the strategy, and how to implement the strategy from start to finish.

• Bi-Monthly Ask Me Anything sessions to get answers on anything related to tax advisory, TaxPlanIQ software, guidance on business-related questions, or advice on pricing or selling tax plans.

• Growth Plan members add: Ongoing 1:1 office hours with TaxPlanIQ Concierge Consultants and Weekly Strategy Stack sessions with CPE.

• Email, Phone and Live Chat support available Monday-Friday 8am-5pm CST.

Savings vary by client situation, but TaxPlanIQ firms have collectively identified over $5 billion in estimated client tax savings. The ROI Method helps you quantify the exact value for each client before presenting the plan.