Affordable tax planning software that does it all:

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.

Many of our firms are able to recoup their investment in TaxPlanIQ by selling just one tax plan. Firms using TaxPlanIQ have identified more than $5B in tax savings. Most accounting firms are able to charge advisory fees 5-10x higher than traditional tax preparation fees, with many reporting 30%+ annual growth compared to the industry average of 9.1%.

With TaxPlanIQ, most advisors complete a full client-ready tax plan in under an hour. The platform automates strategy identification, quantification, and report generation.

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.

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!