Captive Insurance: A Strategic Tax Planning Tool for Accountants https://hubs.ly/Q02HMLnX0
TaxPlanIQ (SaaS tax planning for accountants)
Software Development
Southlake, TX 598 followers
1 SaaS solution to quote, sell, and implement TAX plans for clients w/Jackie Meyer’s revolutionary ROI Method(tm).
About us
TaxPlanIQ is a SaaS app allowing tax firms to quote, implement & follow up with clients & staff on the ROI in tax strategies. Developed by Jackie Meyer, CPA What does taxplaniq bring to the table? A huge reduction in: a) your calculation time and errors (didn’t even know there were so many errors till taxplaniq!) b) time spent on repeatable educational content (Ie we update real-time latest q&a and CPE) and c) time spent reinventing the wheel on the firm and client tasks since we have checklists and to-do lists in the clients portal d) third party fees as we have several referrals for cost seg, reasonable comp, deferred sales trust, r&d credit, etc that give hundreds off their services to our users only It should take about 15-30 minutes to produce an entire tax plan. WITH a huge increase in fees, but most importantly tax savings to the client, doing them an amazing service and allowing you as the tax professional to dedicate more time to things you adore. Grab a special extended trial offer today at taxplaniq.com
- Website
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https://taxplaniq.com/
External link for TaxPlanIQ (SaaS tax planning for accountants)
- Industry
- Software Development
- Company size
- 2-10 employees
- Headquarters
- Southlake, TX
- Type
- Privately Held
- Founded
- 2020
Locations
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Primary
Get directions
1207 South White Chapel Blvd
Suite 200
Southlake, TX 76092, US
Employees at TaxPlanIQ (SaaS tax planning for accountants)
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Jackie Meyer, CPA, CCA, Doctoral Candidate
Founder of TaxPlanIQ tax planning software | Host of The Concierge CPA podcast | Helping Accounting firms transform via the ROI Method
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Dave Lukas
Multifaceted Entrepreneur, Author, and Investor | CEO at TaxPlanIQ | Founder & Host, The Misfit Entrepreneur | Featured Contributor: Influencive…
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Joli Rosario
I help organize all the business clutter and foster growth by implementing a rock star team, efficient systems, tools, & processes.
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Brandon C.
Sales Operations Manager
Updates
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>> Last chance to sign up << How will Biden and Trump’s tax plans impact your clients? Gain insights into corporate taxes, individual income, and more in our webinar today at 12pm ET / 9am PT. TaxPlanIQ CEO Dave Lukas breaks down what you need to know for effective planning. Join our webinar and stay ahead of the curve: https://hubs.ly/Q02G_rS40 #TaxPlanning2024 #TaxAdvisorInsights #TaxStrategies
July 2024 Webinar
taxplaniq.com
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Are you maximizing new and expanded tax credits for your clients? TaxPlanIQ CEO Dave Lukas shares the opportunities within Biden and Trump's tax proposals. Save your spot in our upcoming webinar on July 24: https://hubs.ly/Q02G_s6F0 #TaxPlanning2024 #ElectionTaxStrategies #TaxAdvisorInsights
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Struggling to balance client service with business development? In our latest podcast, Gaynor Hardy Meilke tackles this and more. 💡 Discover effective marketing strategies and the power of consultative selling. 💡 Learn about niche branding, advisory services, and referral marketing. 💡 Understand the importance of clarity on your website and targeting ideal clients. 💡 Gain insights on collaboration with lawyers and the role of educational content in building trust. Watch now to transform your approach and elevate your practice: https://hubs.ly/Q02G_t2F0 #TaxAdvisor #TaxStrategies #AccountingSuccess
Marketing Tips for Entrepreneurs/Accounting Firms With Jackie Meyer & Gaynor Hardy-Meilke
https://www.youtube.com/
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Are you prepared for the potential tax changes coming with the next election? A lot can change, but we're helping you understand Biden and Trump's tax proposals and their impacts on your clients. Join us for the "Election Tax Planning Deep Dive" webinar to stay ahead: https://hubs.ly/Q02G_rB00 #TaxPlanning2024 #ElectionTaxStrategies #TaxAdvisorInsights
July 2024 Webinar
taxplaniq.com
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Maximizing Tax Efficiency with Defined Benefit Plans https://hubs.ly/Q02HdcqV0
Maximizing Tax Efficiency with Defined Benefit Plans
taxplaniq.com
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Struggling to demonstrate the ROI of a tax plan for your clients? Download our FREE tax planning ROI calculator created by TaxPlanIQ’s President, Jackie Meyer, CPA. Identify opportunities to reduce your client’s annual tax burden and generate a simple ROI report in minutes. Plus, get examples Monthly Pricing Packages and a Suggested Pricing Calculator for seamless implementation. Download now and transform your tax planning approach: https://hubs.ly/Q02G_wx40 #TaxPlanning #TaxAdvisor #ROI
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TaxPlanIQ (SaaS tax planning for accountants) reposted this
Maximizing Innovation: Navigating the Latest R&D Tax Credits https://hubs.ly/Q02G_17s0
Maximizing Innovation: Navigating the Latest R&D Tax Credits
taxplaniq.com
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Innovative Charitable Tax Planning Strategies for 2024 https://hubs.ly/Q02H4MsR0
Innovative Charitable Tax Planning Strategies for 2024
taxplaniq.com
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Are you ready to navigate the future of tax planning with confidence? Join TaxPlanIQ CEO, Dave Lukas for an in-depth analysis of Biden and Trump’s tax proposals. Learn how these changes could impact corporate taxes, individual income, capital gains, and more. Equip yourself with the knowledge to guide your clients through the evolving tax landscape. Don’t miss out on this crucial webinar. Save your spot today: https://hubs.ly/Q02G_28f0 #TaxPlanning2024 #TaxAdvisorInsights #TaxStrategies
July 2024 Webinar
taxplaniq.com