About TaxPlanIQ
TaxPlanIQ was built by a practitioner: Dr. Jackie Meyer, CPA, used its underlying ROI-of-tax-strategy methodology to turn her own firm into a seven-figure advisory practice, then productized it for other firms and financial advisors.
The software uses AI-assisted analysis to match a client's situation against its strategy library, estimate the tax savings and ROI, and generate client-ready plan proposals. More than 1,200 firms use it, reporting over $5B in cumulative identified client savings.
AI-assisted analysis matches clients to relevant tax strategies, estimates savings and ROI, and auto-generates client-ready tax plan proposals.
Highlights
- Used by 1,200+ accounting and advisory firms
- Firms report $5B+ in cumulative identified client tax savings
- Founded by Dr. Jackie Meyer, CPA; she remains President
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