TaxPlanIQ - Tax Planning Software

@UCywhLmRzW43AE3wfnQqR7Aw - 428 subscribers

TaxPlanIQ is an AI-powered tax planning platform that helps accounting firms and advisory professionals identify tax strategies, calculate ROI, and deliver client-ready tax plans & proposals fast. Designed by Dr. Jackie Meyer, CPA, a nationally recognized leader in tax advisory and creator of the ROI Method™, TaxPlanIQ gives firms a streamlined, repeatable way to offer high-value tax planning services without the manual complexity. Learn more at www.taxplaniq.com/

Home Videos Live Playlists

Tax Advisory for Accountants: Building Financial Advisor Partnerships | Tax Advisory Webinar

Tax Advisory for Accountants: Building Financial Advisor Partnerships | Tax Advisory Webinar TaxPlanIQ - Tax Planning Software

8 minutes ago

Grow Your Accounting Firm to 7 Figures with Tax Advisory | Live Q&A Panel

Grow Your Accounting Firm to 7 Figures with Tax Advisory | Live Q&A Panel TaxPlanIQ - Tax Planning Software

3 views - 2 days ago

Grow Your Accounting Firm: Double Profits in 2025 with Tax Advisory | Tax Advisory Webinar

Grow Your Accounting Firm: Double Profits in 2025 with Tax Advisory | Tax Advisory Webinar TaxPlanIQ - Tax Planning Software

2 views - 6 days ago

Tax Plan Automation: AI Tools to Grow Your Accounting Firm | Tax Advisory Webinar

Tax Plan Automation: AI Tools to Grow Your Accounting Firm | Tax Advisory Webinar TaxPlanIQ - Tax Planning Software

21 views - 1 week ago

Tax Planning Strategies for Accountants: Cash Balance Plans Deep Dive | Tax Advisory Webinar

Tax Planning Strategies for Accountants: Cash Balance Plans Deep Dive | Tax Advisory Webinar TaxPlanIQ - Tax Planning Software

6 views - 2 weeks ago

Client Tax Advisory Services: From Tax Plan to Realized Savings | Tax Advisory Webinar

Client Tax Advisory Services: From Tax Plan to Realized Savings | Tax Advisory Webinar TaxPlanIQ - Tax Planning Software

10 views - 2 weeks ago

Tax Planning Strategies for Accountants: OBBB Tax Law Update 2025 | Tax Advisory Webinar

Tax Planning Strategies for Accountants: OBBB Tax Law Update 2025 | Tax Advisory Webinar TaxPlanIQ - Tax Planning Software

8 views - 2 weeks ago

How to Offer Tax Planning as an Accountant: 7 Strategies for Every Client | Tax Advisory Webinar

How to Offer Tax Planning as an Accountant: 7 Strategies for Every Client | Tax Advisory Webinar TaxPlanIQ - Tax Planning Software

11 views - 2 weeks ago

Tax Strategy for Business Owners: How Financial Advisors Win HNW Clients | Tax Advisory Webinar

Tax Strategy for Business Owners: How Financial Advisors Win HNW Clients | Tax Advisory Webinar TaxPlanIQ - Tax Planning Software

6 views - 2 weeks ago

Tax Planning Strategies for Accountants in 2025: What You Need to Know | Tax Advisory Webinar

Tax Planning Strategies for Accountants in 2025: What You Need to Know | Tax Advisory Webinar TaxPlanIQ - Tax Planning Software

6 views - 3 weeks ago

Tax Strategy for Business Owners: 7 Advanced HNW Tax Planning Strategies | Tax Advisory Webinar

Tax Strategy for Business Owners: 7 Advanced HNW Tax Planning Strategies | Tax Advisory Webinar TaxPlanIQ - Tax Planning Software

24 views - 3 weeks ago

Advisory Pricing for Accountants: The ROI Method for Tax Planning | Tax Advisory Webinar

Advisory Pricing for Accountants: The ROI Method for Tax Planning | Tax Advisory Webinar TaxPlanIQ - Tax Planning Software

13 views - 4 weeks ago

Grow Your Accounting Firm: Future of Tax Advisory for Accountants | Tax Advisory Webinar

Grow Your Accounting Firm: Future of Tax Advisory for Accountants | Tax Advisory Webinar TaxPlanIQ - Tax Planning Software

9 views - 1 month ago

How to Offer Tax Planning as an Accountant: Julie Smith's Firm Transformation | Tax Advisory Webinar

How to Offer Tax Planning as an Accountant: Julie Smith's Firm Transformation | Tax Advisory Webinar TaxPlanIQ - Tax Planning Software

18 views - 1 month ago

How to Offer Tax Planning as a CPA: Overcome Limiting Beliefs | Tax Advisory Webinar

How to Offer Tax Planning as a CPA: Overcome Limiting Beliefs | Tax Advisory Webinar TaxPlanIQ - Tax Planning Software

19 views - 1 month ago

TaxPlanIQ at AICPA Accelerator: Tax Planning Software for Accountants | Jackie Meyer, CPA

TaxPlanIQ at AICPA Accelerator: Tax Planning Software for Accountants | Jackie Meyer, CPA TaxPlanIQ - Tax Planning Software

313 views - 1 month ago

Turning Free Advice into a Premium Tax Planning Service

Turning Free Advice into a Premium Tax Planning Service TaxPlanIQ - Tax Planning Software

32 views - 1 month ago

How One CPA Delivers High-Value Tax Plans as a New Firm Owner

How One CPA Delivers High-Value Tax Plans as a New Firm Owner TaxPlanIQ - Tax Planning Software

47 views - 3 months ago

Build a Complete Tax Plan in Just Minutes!

Build a Complete Tax Plan in Just Minutes! TaxPlanIQ - Tax Planning Software

185 views - 4 months ago

How One CPA Tripled Revenue While Cutting 85% of Clients

How One CPA Tripled Revenue While Cutting 85% of Clients TaxPlanIQ - Tax Planning Software

90 views - 6 months ago

From Spreadsheets to Strategy: How One Virtual Family Office Uses TaxPlanIQ to Elevate Client Value

From Spreadsheets to Strategy: How One Virtual Family Office Uses TaxPlanIQ to Elevate Client Value TaxPlanIQ - Tax Planning Software

105 views - 8 months ago

How One EA Went From Undervalued to In-Demand

How One EA Went From Undervalued to In-Demand TaxPlanIQ - Tax Planning Software

187 views - 9 months ago

From Compliance to High-Value Advisory: How EA Daniel Guarin Transformed His Firm with TaxPlanIQ

From Compliance to High-Value Advisory: How EA Daniel Guarin Transformed His Firm with TaxPlanIQ TaxPlanIQ - Tax Planning Software

139 views - 9 months ago

How This CPA Went from Free Advice to 6 Figures in Additional Revenue with TaxPlanIQ

How This CPA Went from Free Advice to 6 Figures in Additional Revenue with TaxPlanIQ TaxPlanIQ - Tax Planning Software

340 views - 9 months ago

How One Bookkeeper Uses TaxPlanIQ to Deliver $100K+ in Client Tax Savings

How One Bookkeeper Uses TaxPlanIQ to Deliver $100K+ in Client Tax Savings TaxPlanIQ - Tax Planning Software

179 views - 10 months ago

Why One CPA Replaced His Costly Tax Planning Software with TaxPlanIQ—and Never Looked Back

Why One CPA Replaced His Costly Tax Planning Software with TaxPlanIQ—and Never Looked Back TaxPlanIQ - Tax Planning Software

468 views - 10 months ago

Biggest Opportunity for Accountants in 2026

Biggest Opportunity for Accountants in 2026 TaxPlanIQ - Tax Planning Software

7.7K views - 11 months ago

Marketing for Accountants: Sales Funnels & Niche Strategy with Gaynor Hardy Mikelky | Concierge CPA

Marketing for Accountants: Sales Funnels & Niche Strategy with Gaynor Hardy Mikelky | Concierge CPA TaxPlanIQ - Tax Planning Software

81 views - 1 year ago

Tax Planning for Small Business Owners: Chicago Accountant Alton Bell | Concierge CPA Podcast

Tax Planning for Small Business Owners: Chicago Accountant Alton Bell | Concierge CPA Podcast TaxPlanIQ - Tax Planning Software

139 views - 1 year ago

Childhood Trauma & Your Accounting Career: Mental Health with Amber Setter | Concierge CPA Podcast

Childhood Trauma & Your Accounting Career: Mental Health with Amber Setter | Concierge CPA Podcast TaxPlanIQ - Tax Planning Software

51 views - 1 year ago

Accountant to Software Developer: QuickBooks Automation Tools with Fin Optimal | Concierge CPA

Accountant to Software Developer: QuickBooks Automation Tools with Fin Optimal | Concierge CPA TaxPlanIQ - Tax Planning Software

51 views - 1 year ago

Cannabis Accounting & Tax Planning: IRC 280E Explained with Naomi Granger | Concierge CPA Podcast

Cannabis Accounting & Tax Planning: IRC 280E Explained with Naomi Granger | Concierge CPA Podcast TaxPlanIQ - Tax Planning Software

48 views - 1 year ago

Offshore Accounting Staff: Solve Your Talent Shortage with Unison Globus | Concierge CPA Podcast

Offshore Accounting Staff: Solve Your Talent Shortage with Unison Globus | Concierge CPA Podcast TaxPlanIQ - Tax Planning Software

81 views - 1 year ago

Elevate Your Tax Planning with TaxPlanIQ Feat. Angie Toney | From Word Docs to Pro Deliverables

Elevate Your Tax Planning with TaxPlanIQ Feat. Angie Toney | From Word Docs to Pro Deliverables TaxPlanIQ - Tax Planning Software

137 views - 2 years ago

Tax Planning Software That Sells Itself: $9,800 Engagement Closed in One Meeting | TaxPlanIQ

Tax Planning Software That Sells Itself: $9,800 Engagement Closed in One Meeting | TaxPlanIQ TaxPlanIQ - Tax Planning Software

102 views - 2 years ago

TaxPlanIQ Overview 2023

TaxPlanIQ Overview 2023 TaxPlanIQ - Tax Planning Software

6K views - 2 years ago

TaxPlanIQ at AICPA Accelerator: Tax Planning Software for Accountants | Jackie Meyer, CPA

TaxPlanIQ at AICPA Accelerator: Tax Planning Software for Accountants | Jackie Meyer, CPA TaxPlanIQ - Tax Planning Software

82 views - 2 years ago

Can I skip tax prep to be a tax strategist?

Can I skip tax prep to be a tax strategist? TaxPlanIQ - Tax Planning Software

271 views - 2 years ago

AI for Accountants: ChatGPT Testing, Privacy & Future of Tax Planning | Expert Panel

AI for Accountants: ChatGPT Testing, Privacy & Future of Tax Planning | Expert Panel TaxPlanIQ - Tax Planning Software

153 views - 2 years ago

Tax Plan Automation & AI: How Accountants Can Thrive with ChatGPT | Expert Panel Discussion

Tax Plan Automation & AI: How Accountants Can Thrive with ChatGPT | Expert Panel Discussion TaxPlanIQ - Tax Planning Software

196 views - 3 years ago

Lisa Cox talks about TaxPlanIQ | Tax Planning Software

Lisa Cox talks about TaxPlanIQ | Tax Planning Software TaxPlanIQ - Tax Planning Software

46.4K views - 3 years ago