Taxplaniq
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
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Verified contacts
11
available on Kipplo
LinkedIn employees
16
11 to 50 range
Open roles
2
across 1 depts
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
Hiring · 2 open positions across 1 departments
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- LK
Lauren Kinser Cordon
Director of People and Culture · Human Resources
EmailPhone - AM
Ashly M Boitnott
Customer Onboarding Specialist · Customer/Client Service
EmailPhone - DL
Dave Lukas
Taxplaniq (Saas Tax Planning for Accountants) · Other
EmailPhone - JR
Joli Rosario
Chief Operating Officer · General Business & Management
EmailPhone - JL
Josephine Liang
Dishui Automation Studio · Other
EmailPhone - MJ
Madeline James
Taxplaniq (Saas Tax Planning for Accountants) · Other
EmailPhone - AC
Amy Cabrero
Director of Compliance · Information Technology
EmailPhone - BW
Bobbi Wipperling
Growth Consultant · Advertising & Marketing
EmailPhone - CS
Chris S.
Chief Technology Officer · Information Technology
EmailPhone
Showing 9 of 11 verified contacts
Top roles at Taxplaniq
8 distinct titles indexed · top 8 shown.
- 4taxplaniq (saas tax planning for accountants)
- 1chief operating officer
- 1chief technology officer
- 1customer onboarding specialist
- 1director of compliance
- 1director of people and culture
- 1dishui automation studio
- 1growth consultant
Sign up to unlock all 11 contacts at Taxplaniq
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