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Meet TaxPlanIQ.

The Tax Planning Pro Software for
Accountants, CPAs, and EAs.

You’re going to love it here.

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Clients

2.5% than last week

119

Savings 2023

2.5% than last year

$70,992

No of Plans

64

Published

72

Total Published Tax Savings
PRODUCTS BENIFITS

Transform Your Tax Advisory Practice with TaxPlanIQ

Reimagine the way you approach tax planning and advisory services. TaxPlanIQ empowers you to shift from mere tax projections to a comprehensive, value-driven strategy that benefits both you and your clients. Our platform streamlines the entire tax advisory process, unveiling the profound impact of a well-structured tax plan on financial growth. With TaxPlanIQ, unlock the full potential of value pricing, accelerate tax plan creation, and foster live collaboration. Join a community of experts, visualize the ROI, combat burnout, build stronger client relationships, and continuously elevate your practice. Embark on your journey to a more rewarding professional practice with TaxPlanIQ.

Projected Gain on Your Investment by End of Year 1:

$18,371

Return on investment:

429%

Projected Net Tax Savings for Year 2 & Forward:

$104,598

Total Tax Savings Over the Next 10 Years

$122,969

TaxPlanIQ Advisory Engagement

Elevate Your Strategy

Precision in Delivery

Streamlined Execution

Deliver Confidently

Explore TaxPlanIQ Advisory's comprehensive services, meticulously designed to elevate your tax strategy. Our proposals are crafted for tailored solutions, priced 3 to 5 times higher, ensuring alignment with your financial goals. With precision planning, expect high-quality deliverables that optimize strategies and maximize returns. Seamlessly execute plans with our implementation expertise, managing tasks and resources effectively. Experience confident delivery at every step, empowering you with assurance and a seamless tax strategy execution

Ready to Become a Tax Planning Wizard in Just Minutes?

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PRODUCT OVERVIEW

Seamless Tax document importing

Unleash a seamless Tax Planning Experience! Ourintuitive system lets you:

  • Effortless Task Management: Craft, schedule due dates, and create tailored checklists effortlessly.
  • Dynamic Client-Specific Agendas: Stay ahead with customizable, client-specific agendas for proactive planning.
  • Clear Task Guidelines: Eliminate uncertainty with updated task checklists and deadlines integrated into every tax plan, ensuring you're steps ahead and enhancing client satisfaction.
READ MORE

2022 1040 For Sch C Client_Redacted.pdf

RR Tax Return 2022_REDACTED_Redacted.pdf

Based on the provided 1040 form data, here are some key data points:

Total Income:

$389,547

  • Adjusted Gross Income:

    $389,547

  • Total Tax:

    $71,088

  • Total Payments:

    $67,534

  • Amount Owed:

    $3,554

Powered by jAIne AI: Tax Planning Simplified & Supercharged

  • Powered by Chatgpt 4, jAIne effortlessly navigates complex tax queries, becoming an essential partner inevery consultation.
  • jAIne’s data analytics offers insights to identify the most effective tax strategies for your clients, so you never have to second guess again!
  • Streamline your workflow jAIne provides instant, accurate tax advice, freeing you to invest more quality time with your clients.
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Unparalleled Reporting and Templates

  • Comprehensive Savings Reports: Gain clarity and insight into potential tax savings with our comprehensive, insightful reports.
  • Effortless Meeting Preparation: Equip yourself for client discussions or team insights effortlessly using our effective report designs.
  • Tailored Templates and Questionnaires: Customize reports uniquely for each client using a variety of templates or tailor-made options, gathering vital information seamlessly for accuracy and relevance.
Read More

Return on Investment

Projected Gain on Your Investment by End of Year 1:

$18,371

Return on investment:

429%

Projected Net Tax Savings for Year 2 & Forward:

$104,598

Total Tax Savings Over the Next 10 Years

$122,969

Assigned

22

Done

29

ToDo’s / Assigned

Medium Priority

Client

AaronP (RE Investor)

Title

Next Payment Due

Title

We've calculated your ROI

Due Date

09/15/2024

PRODUCT OVERVIEW

Simplified Workflow for Peak Efficiency with TaxPlanIQ:

Unleash a seamless Tax Planning Experience! Our intuitive system lets you:

  • Craft tasks, set due dates, and design tailored checklists effortlessly.
  • Stay ahead with dynamic, client-specific agendas.
  • Eliminate the "what’s next" guesswork: every tax plan comes with an updated task checklist and deadlines.
  • Elevate client satisfaction by always being a step ahead.
  • With TaxPlanIQ, tax planning becomes a breeze!

TaxPlanIQ is now your all- encompassing platform for Live Tax Planning & Advisory Solutions!

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New from TaxPlanIQ

Seamless integration with popular softwares on Zapier for a holistic tax management experience!

Top features in TaxPlanIQ that accountants love

Here are the top six features in our TaxPlanIQ tool that accountants and tax professionals admire the most.

Advanced ROI Proposal

TaxPlanIQ gives you an instant ROI report right after you create a tax-plan. Show this strategy-overview and projected 10-year tax-savings to your clients. Win their confidence by demonstrating your tax-expertise with proof.

Task Tracking System

TaxPlanIQ has an in-built Task Management System that saves you from going back-and-forth with any other project management tool. Create goals, assign tasks, and track progress all at one place.

Client Questionnaires

Gauge the alignment between your firm and a client before you touch their information. Prepare or give our readymade set of important questions to your prospects and then make the next move accordingly.

Custom Branding

From the initial login page to every report and every downloadable, your TaxPlanIQ workspace will always showcase your brand name and logo on top.

Fuel Your Tax Expertise

Discover a wealth of fresh Resources every month with TaxPlanIQ. Featuring valuable resources And that's not all! Gain access to exclusive webinars with CPE credits included, ensuring you stay at the forefront of the tax advisory field. Elevate your knowledge and skills with TaxPlanIQ.

“With TaxPlanIQ, everyone in our team is armed with the same insights”

Edgbaston Investment Partners

PRICING

Ready to Become a Tax Planning Hero in Just Minutes?

Pricing Plans for Every Tax Planner’s Budget

Monthly billing

Annual billing

Essentials

$150/month

Ideal for those who are new to tax planning or prefer a pay-as-you-go model.

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Pro

MOST POPULAR

$600

Tailored for tax advisors committed to year-round planning and client advisory services.

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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.

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CONTACT US

We’d love to hear from you

Our friendly team is always here to chat.

Chat to sales

Speak to our friendly team.

sales@taxplaniq.com

Chat to support

We’re here to help.

support@taxplaniq.com

Call us

Mon-Fri from 8am to 5pm.

+1 (555) 000-0000

TaxPlanIQ is now your all-encompassing platform for Live Tax Planning & Advisory Solutions!

START FREE TRIAL GET A DEMO

TaxPlanIQ is now your all-encompassing
platform for Live Tax Planning & Advisory
Solutions!

Product
Company
Resources

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