"TaxPlanIQ has saved my clients millions of dollars! In the last 6 months we were able to charge $300,000 in new fees"
Lisa Wells Cox
Anchor CPA Group
Ready to Become a Tax Planning Hero in Just Minutes?
Monthly billing
Annual (Save 15%!)
No Contracts | Cancel Anytime
Essentials
$150/month
Ideal for those who are new to tax planning or prefer a pay-as-you-go model.
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100+ CPA-Selected Tax Strategies
Tax Strategy Resource Library
All-In-One Resource Access:
Live Weekly Tax Labs
Custom White-Labeled Reports
Real-Time Tax Savings Dashboard
Monthly Industry Newsletter + Updates
Monthly Industry Newsletter + Updates
Multi-Channel Support:
Pro
MOST POPULAR
$600
Tailored for tax advisors committed to year-round planning and client advisory services.
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Unlimited Reports:
JAIne (The Best AI Tax Planning Tool!)
Build Tax Plans Together with Priority Support
Tasks with Zapier Sync - Automate Tax Planning
Client Portal
Client To-Do’s with Zapier Sync
Client Questionnaires
Advanced
$1497.00/month
$2,994.00-one time fee
Perfect for tax advisors looking to step up their game and build closer client relationships. Get the advanced tools and personal guidance you need.
3 Monthly Live Sessions with TaxPlanIQ Founder Jackie Meyer, CPA
Referrals to Concierge Level Clientele as Suited to Your Location + Fit
Exclusive Invitations to Events - In Person + Virtual - And a Private Chat
Access to Online Learning Platform to Review Tax Strategies
Personal Access to Jackie Meyer via Text and Quick Coaching Sessions
CPE Credits: Earn a Minimum of 36 CPE Credits
Become a Certified Concierge Tax Advisor
in Tax Savings
Average Tax Savings Per Client
Tax payers rely on TaxPlanIQ for their tax savings
Time saved monthly (on average)
See what they’re saying....
"TaxPlanIQ has saved my clients millions of dollars! In the last 6 months we were able to charge $300,000 in new fees"
Anchor CPA Group
"I became a CTC to get my tax planning processes in place, and when TaxPlanIQ came out, I said "thisis what I've been waiting for!" I've already sold five plans for $1,000 - $2,000 to existing clients and can't wait to create packages and continue selling them!"
The Onyx Group - Santa Monica, CA
“I just wanted to share a quick note with you regarding my first tax plan pitch using TaxplanIQ. The implementation fee istotal of $6250. Future years will be $3,500/year. I'm pretty happy as before I'd have just charged about $500- $1000.”
Auxilium Accounting Services - Fredericksburg, VA
"My client strategies have reached new heights of organization. I can effortlessly gauge the potential savings for a client with a fresh strategy and track the actual savings once implemented. The diverse ROI sheet presentations cater perfectly to both my clients and my team, streamlining communication and understanding. The checklists, distinguishing between internal tasks and tho...”
Tax Planning and & Accounting - Poughkeepsie, New York
“I love that TaxPlanIQ has a LOT of resources about the individual strategies to help me determine if it'sapplicable to my client's situation. Then, it goes a step further with how to go about implementing the strategy.”
Paradigm Tax Consulting - Brentwood, CA
Are you a tax projection software?
No, we are not a tax projection software- we are so much more than that! Think beyond just tax projections. TaxPlanIQ elevates your tax planning by emphasizing the three P's: Proposals, Project Management, and Professional Development. We're here to revolutionize your advisory engagements, potentially tripling or quadrupling your revenue. Join us and experience the difference in both profitability and client satisfaction!
Does the software read tax documents and suggest strategies?
No, we are not a tax projection software- we are so much more than that! Think beyond just tax projections. TaxPlanIQ elevates your tax planning by emphasizing the three P's: Proposals, Project Management, and Professional Development. We're here to revolutionize your advisory engagements, potentially tripling or quadrupling your revenue. Join us and experience the difference in both profitability and client satisfaction!
Are the strategies and resources updated and in line with current tax laws and best practices?
No, we are not a tax projection software- we are so much more than that! Think beyond just tax projections. TaxPlanIQ elevates your tax planning by emphasizing the three P's: Proposals, Project Management, and Professional Development. We're here to revolutionize your advisory engagements, potentially tripling or quadrupling your revenue. Join us and experience the difference in both profitability and client satisfaction!
Can TaxPlanIQ seamlessly integrate with existing software and tools I'm already using?
No, we are not a tax projection software- we are so much more than that! Think beyond just tax projections. TaxPlanIQ elevates your tax planning by emphasizing the three P's: Proposals, Project Management, and Professional Development. We're here to revolutionize your advisory engagements, potentially tripling or quadrupling your revenue. Join us and experience the difference in both profitability and client satisfaction!
Is the cost of TaxPlanIQ justified by the value it offers?
No, we are not a tax projection software- we are so much more than that! Think beyond just tax projections. TaxPlanIQ elevates your tax planning by emphasizing the three P's: Proposals, Project Management, and Professional Development. We're here to revolutionize your advisory engagements, potentially tripling or quadrupling your revenue. Join us and experience the difference in both profitability and client satisfaction!
What kind of customer support is available?
No, we are not a tax projection software- we are so much more than that! Think beyond just tax projections. TaxPlanIQ elevates your tax planning by emphasizing the three P's: Proposals, Project Management, and Professional Development. We're here to revolutionize your advisory engagements, potentially tripling or quadrupling your revenue. Join us and experience the difference in both profitability and client satisfaction!
Which plan is right for me?
No, we are not a tax projection software- we are so much more than that! Think beyond just tax projections. TaxPlanIQ elevates your tax planning by emphasizing the three P's: Proposals, Project Management, and Professional Development. We're here to revolutionize your advisory engagements, potentially tripling or quadrupling your revenue. Join us and experience the difference in both profitability and client satisfaction!
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