“This app helps me to organize and optimize my clients’ tax strategies! Quickly and easily, I can quote clients how much money they will save, implement strategies, then prove the projections with results tracking. The different presentations of the ROI sheet and checklists are extremely useful for my team and our clients (with helpful indicators or internal and external). It’s the gift that keeps on giving; the strategies are continually updated, meaning my ROI on this product’s investment is exponential!”
“I have tried a few Tax planning apps hoping to find the right one, and I found that with TaxPlanIQ. I started with Qount.io for practice management, and now with TaxPlanIQ, I have the complete package, it streamlines my efforts with Tax Strategies, and Qount provides everything for operations in one place. The integration is seamless.”
“It’s a great way to do tax planning because Jackie’s ROI worksheets are like a supercharged Excel spreadsheet! It’s worth its weight in gold for the monthly fee! ”
Need CPE? Want to learn more about running a virtual firm and value pricing?
Get access to new strategies and exclusive discussions with Jackie Meyer and successful business Chuck Bauer in a recurring online webinar forum.
Want to try TaxPlanIQ first before you buy?
Valued at $300-$500, sign up for a free 14-day trial where you can spend complimentary one-on-one time with the Meyer Tax team creating your first tax plan in the app and get consultative advice on how to pitch to your clients!
Want to know more about Jackie’s winning innovative strategies?
Sign up for business coaching The Concierge CPA™ Live Mastermind group, The Concierge Accountant ™ self-study Course, or join the Accounting Influencers Facebook Group.