Big numbers, right? Well, it continues to grow for users of the tax planning software TaxPlanIQ, founded by Jackie Meyer, CPA.
The news here is that its users have collectively saved their clients more than $1 billion in taxes since the software’s launch in 2020. Essentially, each taxpayer saves an average of $41,700 through the firm’s use of TaxPlanIQ’s advanced tax planning software.
Recent additions to the TaxPlanIQ software include innovative tax strategies such as
- The Tribal Tax Credit
- Influencer Income Optimization
- Film Debt Financing
These are now part of the growing suite of over 125 planning strategies available in TaxPlanIQ.
Beyond its core tax planning software, TaxPlanIQ also offers a Growth Plan that provides comprehensive coaching and training on selling and implementing tax plans. This plan comes with a 100% guarantee that the program will recoup their investment within the first 12 months through tax planning fees generated from client sales.
In a nutshell, TaxPlanIQ provides tax and accounting firms with the capability to increase, and even maximize, tax savings opportunities for their clients while growing their firm. The company’s flagship product provides a way to quickly upload a client’s 1040, see curated tax strategies, and develop a customized and strategic tax plan with just a few clicks.
The tax plan showcases potential tax savings for the client. The software also provides the accountant with easy-to-understand implementation steps, IRS court case references, pros and cons, and potential partners for each strategy.
Pretty cool, right? If you want to know more, you should definitely check out their website (https://www.taxplaniq.com/) and ask for Dave Lukas.