TaxPlanIQ

AI tax planning assistant for CPAs to identify tax savings, generate custom strategies, and deliver client value.

by TaxPlanIQ · Tax Research & Planning

Executive Summary

TaxPlanIQ is an AI-powered tax planning assistant designed for tax professionals, including CPAs, EAs, and Financial Advisors. It streamlines the tax planning process by analyzing client tax returns to automatically identify tax-saving opportunities, moving firms beyond traditional compliance work into high-value advisory services. The platform generates custom-tailored tax strategy recommendations, drawing from a library of over 125 CPA-selected strategies. It also produces client-ready presentation materials and features a real-time tax savings dashboard, enabling professionals to clearly communicate potential savings and the value of their services to clients. TaxPlanIQ emphasizes an ROI-focused approach, incorporating built-in calculations that help justify advisory fees and demonstrate tangible financial benefits. This comprehensive solution empowers firms to grow revenue, scale their advisory services, and deliver significant tax savings to their clients.

Use Cases

  • Automatically identifying tax-saving opportunities for clients.
  • Generating custom-tailored tax strategy recommendations.
  • Creating client-ready presentation materials to communicate value.
  • Transitioning from tax preparation to high-value tax advisory services.
  • Streamlining ROI pricing for tax planning engagements.

Features

Visibility

  • Real-time Tax Savings Dashboard: View real-time tax savings, strategy impact, and ROI calculations.
  • Client-Ready Presentation Materials: Generate professional materials to present tax plans and value to clients.

Intelligence

  • Automated Strategy Matching: AI automatically matches client data with 125+ CPA-selected tax strategies.
  • Tax Savings Identification: Automatically identifies tax-saving opportunities from client tax returns.
  • ROI Calculations: Built-in ROI calculations help justify fees and demonstrate client value.

Technical Specifications

Deployment
SaaS
API Available
No

Pricing

Model
Subscription-based
Starting Price
Contact sales
Target Customer
CPAs,Accountants,Financial Advisors,Tax Firms,EAs
Contract Type
Annual
Free Trial
No