TaxPlanIQ is an AI-powered tax planning software built for accounting firms and advisory professionals who want to deliver strategic, ROI-driven tax plans for clients at scale. Founded by Dr. Jackie Meyer, CPA, the platform streamlines every stage of tax planning — from data extraction to tax strategy selection, ROI pricing, and proposal generation.

TaxPlanIQ reduces the time, complexity, and manual work typically required for strategic tax planning by providing:
—Automated 1040 data extraction and tax strategy identification
—Built-in Tax Strategy Hub with 125+ vetted strategies
—ROI-based pricing recommendations 
—Professional tax plan proposal generation

TaxPlanIQ supports:
 • CPA firms transitioning from compliance to advisory
 • Enrolled agents and tax professionals expanding into planning
 • Financial advisors integrating tax strategy into their practice
 • Virtual Family Offices (VFOs) needing scalable tax planning tools

TaxPlanIQ is used by 1,200+ firms and has helped identify over $5B in tax savings for clients across the United States. Book a free demo at https://www.taxplaniq.com

TaxPlanIQ

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