The project management platform for tax planners.

The easy-to-use tax planning platform designed to elevate your value and put you back in control of your firm.

DEMONSTRATE VALUE

SAVE MORE TIME

ALLEVIATE FRUSTRATION

Your clients need more than a number cruncher.

The problem is you are overworked, under-valued, and stuck in a daily grind that leaves you feeling trapped. Clients need a strategic financial partner they can count on. TaxPlanIQ exists to simplify your world and showcase the tremendous value you offer.

Become indispensable to your clients and build a business you love.

Reduce potential mistakes

and increase your confidence in the work produced for clients.

Simplify your operation

because you are supported with best practices that produce an amazing ROI that grows your firm.

Don’t go it alone

knowing you have a platform and team of tax experts at your side.

See powerful insights

in real time because TaxPlanIQ presents the data you need quickly and accurately.

Make better decisions

for your clients that save them time, money, and allow you to charge based on value.

Recoup valuable time

with 65+ tax strategy templates that streamline work, are attorney-approved, and lead to better work-life balance.

Designed for tax accountants. Based on best practices.

Our founder–Jackie Meyer–overcame the challenges frustrating most firm owners. The result? A thriving business that returned hard-earned money to her clients. She now uses those business-building best practices to coach thousands of accountants just like you–transforming their firms in the process.

Ready to revolutionize your firm?

Start your free trial

Take 14 days to get acquainted with and see results from TaxPlanIQ.

See an immediate return on your investment

We’ll walk through your first tax plan together so you and your clients can see the ROI.

Watch TaxPlanIQ transform your accounting firm

This is the platform designed to elevate your value and give you control back over your business.

“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.”

— Kendall Broda

“TaxPlanIQ helps my team come across different than most accountants! ”

— Marcus Dillon

Visualize your client’s tax savings in a brand new way.

Running an accounting firm has never felt more complex. Time and time again, we meet accountants who are overworked, underpaid, and on the verge of burnout. Unfortunately, those are not the right ingredients for making a fulfilled leader or sustainable business. We know how hard it is to satisfy clients, abide by constantly changing tax guidelines, and scale a business you still love in the process.

Every accounting firm owner deserves to have the right tools in place to make work smooth and clearly demonstrate their value to each and every client.

Meet TaxPlanIQ. Our team of accounting experts uses these recurring challenges as the foundation for building a solution that hands control back to accountants just like you. We’re tired of seeing our fellow colleagues stuck in a role they don’t love.

Easy-to-use tools that revolutionize your practice

TaxPlanIQ is an intuitive platform that allows tax practitioners to start demonstrating tax savings to their clients within 30 minutes. The tax savings strategies can be quickly applied to your current clients then presented in a professional format that will have your clients saying, “Let's do this!"

Value Pricing Guide for Tax Accountants

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