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TaxPlanIQ | Tax Advisory SaaS Software
1207 South White Chapel Boulevard, Southlake, Texas 76092
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About the TaxPlanIQ | Tax Advisory SaaS Software
TaxPlanIQ is a tax advisory SaaS software located in Southlake, Texas, United States. With a focus on efficiency, value, and success, TaxPlanIQ offers a comprehensive platform for creating tax plans, managing engagements, facilitating collaboration, and visualizing ROI. Clients have saved a total of $250 million in taxes, with an average savings of $16,532 per client.
TaxPlanIQ goes beyond traditional tax projections by providing a value-driven approach to tax planning and advisory. The platform streamlines the entire tax advisory process, from proposal creation to ROI visualization, with automated solutions for value pricing and live collaboration. Founder Jackie Meyer, a prominent figure in the accounting world, leads the team in revolutionizing pricing models and addressing cultural challenges in the industry.
With TaxPlanIQ, tax professionals can manage all aspects of their engagements in one place, with access to vetted vendor recommendations, discounts, and exclusive CPE. This innovative platform is transforming the way tax professionals approach tax planning, paving the way for a promising future focused on well-being, prosperity, and stronger client relationships.
Photos of TaxPlanIQ | Tax Advisory SaaS Software
1207 S White Chapel Blvd Suite 200, Southlake, TX 76092, United States
Opening hours of TaxPlanIQ | Tax Advisory SaaS Software
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of TaxPlanIQ | Tax Advisory SaaS Software
"TaxPlanIQ is a revolutionary tool that will help to bridge the gap for tax advisors looking to offer more than just compliance. I’m looking forward to what this comprehensive software will do next!"
"TaxPanIQ is a great app. It is flexible, gives you ROI you can show the clients, extremely helpful tool for our tax practice. Very unique and different from other choices out there. Thank you, Jackie and her team for developing this tool."
"TaxPlanIQ is a total game changer for my firm. It has allowed me to clearly communicate tax strategies to prospects and show them the true ROI on their investment in our firm. This tool was the missing piece in my sales AND tax planning process and I'm thrilled to see the future development of this software. Thank you to the founder Jackie Meyer for bringing this industry-leading tool to market."
"TaxPanIQ is an extremely helpful tool for our tax practice. It is also very flexible and unique software. It takes time to learn the ins and outs and it is certainly worth the time invested to learn it. We thank Jackie for bringing this very creative and helpful tool to our toolbox."
"TaxPlanIQ is for next generational, forward thinking CPAs, tax accountants and advisors looking to build their firm through value added services. The platform is robust and the team is always available to help with any questions! Highly recommend checking them out."
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