Skip to main content

Technology

TaxPlanIQ Users Have Achieved Over $1B in Tax Savings with Tax Planning Software

Each taxpayer saves an average of $41,700 through the firm’s use of TaxPlanIQ’s advanced tax planning software.

Jason Bramwell

Aug. 01, 2024

TaxPlanIQ, a provider of tax planning software for tax and accounting firms, announced Thursday that its users have collectively saved their clients more than $1 billion in taxes since the software’s launch in 2020.

According to the Southlake, TX-based company, each taxpayer saves an average of $41,700 through the firm’s use of TaxPlanIQ’s advanced tax planning software.

“We are thrilled to have reached this significant milestone,” Jackie Meyer, CPA, founder and president of TaxPlanIQ, said in a statement. “Our team is dedicated to continually enhancing our software with new tax strategies to maximize savings for taxpayers, and automations to improve efficiency within the firms. This achievement underscores the growing importance of tax planning and advisory services, and we are proud to be at the forefront of this industry shift from compliance to advisory.”

Recent additions to the TaxPlanIQ software include innovative tax strategies, such as

  • The tribal tax credit;
  • Influencer income optimization; and
  • Film debt financing.

These are now part of the growing suite of more than 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. 

“Our Growth Plan participants typically see a return on their investment within 30 to 60 days,” said Dave Lukas, CEO of TaxPlanIQ. “These firms are experiencing revenue growth significantly higher than the industry average of 19% per year. Our mission is to be the premier solution for tax and wealth advisors to proactively identify and maximize tax savings for their clients, providing significant revenue growth opportunities for their firms.”