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