Answer this question for a surprise discount…
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.
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.
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.
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.
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.
TaxPlanIQ has been named as one of five startups with an eye to the future by the AICPA and CPA.com. Tax Advisory Services has never looked so bright!
We are honored to announce TaxPlanIQ's selection for the 2023 Startup Accelerator Cohort!
See the cohort: https://accelerator.cpa.com/2023-cohort
"With this mentorship program, we've solidified the ROI Method(tm) of Tax Planning as a true value priced offering for tax advisory services. The sky is the limit for anyone unfulfilled with just tax prep now!" Jackie Meyer, CPA, CCA, Founder
The Startup Accelerator program supports the growth of early-stage technology companies benefiting the accounting and finance ecosystem. Selected companies receive many benefits from the program, including focused insight into the evolving needs of finance and accounting professionals, access to firms and finance leaders who are shaping their profession, and a $25,000 grant. They also benefit from marketplace intelligence and guidance from the AICPA and CPA.com senior leaders and the program's advisory board members. In addition, TaxPlanIQ will have the opportunity to showcase its solutions at AICPA & CIMA ENGAGE - the premier conference for the accounting profession. This conference will be held in June at the ARIA Resort & Casino in Las Vegas.
A major goal of the AICPA and CPA.com is to empower the accounting profession for the digital age. It strives to bring innovative solutions to the forefront of the profession. TaxPlanIQ is one of five companies chosen for the Cohort. These five cutting-edge companies are described as being ahead of the curve when it comes to automation, artificial intelligence, and blockchain. The AICPA and CPA.com states that these companies are not only transforming their businesses but transforming the profession at large.
TaxPlanIQ's automation of the entire tax planning process (from marketing emails, to proposals, tasks, and templates for the accountant) moves accountants towards better health, wealth, and relationships in Tax Advisory Services (TAS). Selection for the 2023 Accelerator Cohort translates to even more benefits and growth opportunities for accountants everywhere.
See the cohort: https://accelerator.cpa.com/2023-cohort
To learn more about TaxPlanIQ and its benefits, visit www.TaxPlanIQ.com
Interviews, tips, guides, industry best practices, and news.
Picture this… you're out on the golf course, having a blast, when suddenly you stumble upo...
Business owners and entrepreneurs are always looking for legitimate and easy ways to save ...
When you sell an investment property, the capital gains tax can put a big dent in your pro...
As the 2024 presidential election comes to an end, former President Donald Trump has unvei...