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Welcome to TaxPlanIQ, this Video Will Allow You to Move Forward with Our Revolutionary Tax Strategy Software

Welcome to TaxPlanIQ™.  As we are setting up your profile for TaxPlanIQ™ Please sign up for our FREE Mini-Course led by Founder Jackie Meyer, The Concierge CPA™. 

She walks you through:

  • An Overview of TaxplanIQ

  • Step by Step on How to Create a New Plan 

  • A Case Study 

  • Lesson on Micro Strategies like Accountable Plan, MERP, & Hiring Kids.