Grow Your Firm’s Revenue with the TaxPlanIQ Growth Plan
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Traditional firms grow at 9.1% annually. Our Growth Plan members achieve 30%+ revenue growth by transitioning from tax prep to high-value advisory services.
Testimonials
Real Results from Real Firms
See what they’re saying....
"Purchasing the TaxPlanIQ Growth Plan has been one of the best investments I've ever made in my firm. I've only been in the program for 6 weeks and have already generated an additional $44k in revenue with 6 tax plans. I wish I would have done this 5 years ago!"
"If this comment isn't allowed, my apologies, but I just have to share how exciting this week has been! In about an hour, Ashlee Shultz and I closed a deal that included a one-time payment of $12,868 and a monthly payment of $1,100. We presented the amazing TaxPlanQ plan, and the client had very few questions. He told us that we laid out the numbers clearly, and he trusts us completely. He's excited to have us by his side as he grows his business, and he understands that tax advisory is an ongoing service. He's ready to invest in our expertise because he truly values what we bring to the table! This is the first of many we will be celebrating."
Here's What The Growth Plan Includes
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Expert-Guided Implementation
If you’ve never done tax planning before, we have you covered. You’ll be getting weekly 1:1 office hours with TaxPlanIQ expert tax strategist CPAs. These experts can review your tax plans before client meetings to ensure maximum savings. This expert feedback gives you real-time feedback on strategy selection and implementation. If you’re already doing tax plans, our experts will help ensure you are getting the most for your clients and improve the ROI for your firm.
Proven Sales & Marketing Support
Get exact scripts and frameworks for presenting your tax plans to clients, plus weekly live training on converting prospects into high-value clients. We help you position yourself as a premium advisory firm with marketing templates and strategies to attract your ideal clients. Having access to our proven pricing and packaging frameworks gives you confidence you’re doing everything correct!
Hands-On Technical Training
Our goal is to help you master 100+ tax-saving strategies and learn advanced implementation techniques. In addition to 36 annual CPE credits through interactive sessions, we help you stay current with tax law changes and updates. No need to doubt or fear you’re giving clients outdated advice!
Dedicated Growth Resources
We give you 5 user licenses for your growing team. You’ll also get exclusive Growth Plan member event invites, priority access to weekly Tax Labs, and first access to beta features at no additional cost. In short, when you join the elite members of our Growth Plan, we put you first!
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Monthly billing
Annual (Save 15%)
Growth
$997
/monthUsers: 5 included ($20 each additional)
Features Included:
- Complimentary Growth Implementation ($750 value)
- 100+ CPA-selected tax strategies
- Tax Strategy Hub
- Real-time tax savings dashboard
- jAIne AI Tax Planning Assistant
- Client Portal
- Custom white labeled ROI Summary, PPT Presentation, and full Tax Planning Report
- Automated 1040 upload & beta features (Multi-Upload once available)
- Monthly Power Hour Webinar with CPE
- Cash flow timeline (beta)
- Priority case study submission for weekly Tax Labs (Growth Plan subscribers first)
- TaxPlanIQ Concierge Consultant Premium support (for all users)
- 1:1 office hours with TaxPlanIQ Concierge Consultants to review tax plans and ensure best practices.
- Monthly CPE credits (36 per year per user) through the following:
- Live Weekly Training
- First access to beta features (free while in beta, then discounted)
- Special Growth Program-only events
TaxPlanIQ Growth Program 100% ROI Guarantee
Guarantee: The TaxPlanIQ Growth Program will pay for itself within the first 12 months via tax planning fees generated from client sales. If you meet the conditions outlined below and do not see a return on 100% of your investment in the Growth Plan subscription, you will qualify for an additional 12 months of the subscription at 50% of the cost.
Conditions:
Conditions:
- Training Participation: At least one user must complete 12 TaxPlanIQ Growth Plan Trainings within the 12-month subscription period.
- Tax Plan Presentation: The user must present at least 10 Tax Plans to verifiable clients or prospects* within the 12-month subscription period.
- Plan Review: 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 all conditions are met without achieving 100% return of investment in the Growth Plan subscription:- Extended Program Access: Continue your participation in the TaxPlanIQ Growth Plan subscription for an additional 12 months at a 50% reduced cost ($495/mo).
Remember that every tax plan you do can be reviewed by a TaxPlanIQ Concierge CPA before client presentation. You can follow our step-by-step framework for implementing advisory services to remove all guesswork. We give you weekly live training and Q&A sessions so you have all the resources you need to market, sell, and deliver tax planning.
Take a risk-free demo today and you’ll lock in:
