The intelligent way to create tax plans, manage engagements, facilitate live collaboration, and visualize ROI — all on one platform.
$250M in tax savings | averaging $16,532 per client
Preferred choice of
Elite Accountants
in Tax Savings
Average Tax Savings Per Client
Tax payers rely on TaxPlanIQ for their tax savings
Time saved monthly (on average)
TaxPlanIQ systematizes, is scalable, and teaches your staff and allowed me to focus on value aded activities. It is an extension of your firm. for example, We had a High net real estate investor and added him into TaxPlanIQ and found $75,000 to $100,000 worth of savings available to him and included our fee of 20%. He quickly accepted it!
Redefine success in tax planning and advisory with TaxPlanIQ. Go beyond mere tax projections and dive into a comprehensive, value-driven approach that benefits both you and your clients. Our platform manages the entire tax advisory engagement from start to finish, illuminating the profound impact of a well-structured tax plan on financial growth.
Efficiency. Value. Success.
TaxPlanIQ is a tax advisory platform that delivers automated solutions for value pricing,
live
collaboration on tax
plans, and end-to-end engagement management.
From proposal creation, educational strategy selection, to implementation and ROI visualization, TaxPlanIQ allows tax advisors to manage it all from one place, with vetted vendor recommendations, discounts, and exclusive CPE.
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See what they’re saying....
“TaxPlanIQ is necessary. It’s necessary if you want to grow your business the right way and not just add clients but add higher value clients. The only way to do that is to show that you are valuable yourself. TaxPlanIQ Is going to allow you to portray that value and be able to break it down in plain sight how much you’re able to contribute to the clients.”
AccountAbility CPA- North Bethesda, MD
"We LOVE TaxPlanIQ. It has truly been a game changer for working with prospective clients. Being ableto show them the ROI analysis allows us to look SO professional and put together. We are so gratefulfor this tool and would highly recommend to any tax planning professional."
The Onyx Group - Santa Monica, CA
"TaxPlanIQ helps me close deals faster and gives me that little boost of confidence I may need. Then theeducational content in the resources is so helpful too. It’s the first place I go when I start researching astrategy.”
Auxilium Accounting Services - Fredericksburg, VA
To add to the earlier post about how great Tax Plan IQ is: I just closed a $8k tax plan plus $13k annual revenue maintenance plan and the meeting was under 15 min to present and close. The client stated the ROI was "obviously a slam dunk" and said let's start now. The Tax Plan IQ report was the closer. I barely had to speak the report closed the deal for me!
Tax Planning and & Accounting - Poughkeepsie, New York
For those of you wondering if TaxplanIQ is worth it, I just closed a client I have been trying to convert for years. Sold a plan with $10K onboarding and $9K/yr compliance. The difference, according to the client, is that TaxplanlQ clearly laid out the savings that I had been poorly communicating to them the past couple of years! Thanks Jackie Meyer and team for an amazing tool!!!
Paradigm Tax Consulting - Brentwood, CA
Jackie Meyer, CPA, CCA, Founder of TaxPlanIQ and an award-winning CPA-firm Meyer Consulting
Jackie Meyer, a consistent 40 under 40 honoree since 2018, is a dynamic force in the accounting world. As the former founder of award-winning Meyer Tax Consulting, she now spearheads innovative solutions, including TaxPlanIQ (AICPA 2023 Accelerator Cohort) and Certified Concierge Accountant mastermind. Jackie's transformative approach, rooted in The ROI Method of Tax Planning™, revolutionizes pricing models and addresses cultural challenges to combat burnout and turnover. She's a sought-after speaker, impacting thousands of accountants annually, and fosters change through her "Accounting Firm Influencers" Facebook group. With Jackie's leadership, the accounting profession embraces a promising future focused on well-being, prosperity, and stronger relationships.
We are honored to share that TaxPlanIQ has earned a coveted spot among the 'Five startups with an eye to the future' showcased by Accelerator. This prestigious recognition highlights our commitment to pushing the boundaries of innovation in tax planning through automation, Al, and blockchain integration.
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TaxPlanIQ is now your all-encompassing
platform for Live Tax
Planning & Advisory
Solutions!
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