Accountants & firms
United States
AccountantsSmall businesses
About TaxPlanIQ
Advisor IQ LLC dba TaxPlanIQ; BBB: 1207 S White Chapel Blvd Ste 200, Southlake, TX 76092 (founded 2020). RAP Wizard from 1040 upload to plan; ROI Method™ value pricing; Growth-exclusive Projections (federal+50-state, scenarios, entity comparison). Claims $5B+ estimated client tax savings; 1,200+ firms. 12-month commitment on published plans.
jAIne AI on every plan; AI 1040 upload / strategy suggestions. Markets AI features but is not roster-flagged AI-native.
Highlights
- Basic $397/mo; Standard $697/mo; Growth $997/mo (annual billing save 15%)
- Extra users: Standard $35; Growth $20; Basic capped 12 plans / 1 user
- 130+ strategies; 50-state projections on Growth