TaxPlanIQ

If you work with LLCs or Sole Props, year-end planning season is where real value (and real revenue) happens. This free blueprint walks through the exact strategies every accountant should be offering clients before December 31. Inside, you’ll find: ✓ How to use the Accountable Plan to turn everyday expenses into tax-free reimbursements ✓ The Augusta Rule: up to 14 days of tax-free rental income to the business owner ✓ S-Corp salary vs. distribution splits that reduce self-employment tax ($9,000+ example included) ✓ How hiring your kids can shift income into a 0% bracket and fund a Roth IRA ✓ When to move from Sole Prop → LLC → S-Corp (with clear triggers) ✓ Step-by-step implementation instructions for IRS-compliant execution ✓ Real-world tax savings examples you can show clients Download it here (free): https://hubs.ly/Q03SqPwl0

A lot of tax pros feel it — that sense that the work could mean more. That you’re capable of deeper impact. That your expertise deserves a higher return than compliance can offer. That’s exactly why Dr. Jackie Meyer, CPA, CCTA 🦄 wrote The Balanced Millionaire: Advisor Edition. It’s a step-by-step blueprint for CPAs, EAs, tax advisors, and financial professionals who want to: ✓ Create meaningful, lasting impact for the clients they already serve ✓ Earn more through value-based tax planning and advisory ✓ Rediscover fulfillment, confidence, and clarity in their work Get free early access + bonus resources valued at over $300. Join the waitlist here: https://hubs.ly/Q03SqMjc0

The TaxPlanIQ Growth Plan is backed by our 100% Money Back Guarantee. We stand behind the results. If you complete the program requirements and don’t earn back your Growth Plan investment through tax planning within 12 months, we’ll refund your entire Growth Plan fee. Here’s what qualifies you for the guarantee: ✓ Attend 12 Growth Plan Trainings within your 12 month subscription ✓ Present at least 10 tax plans to verifiable clients or prospects ✓ Complete at least 5 1:1 plan reviews with a TaxPlanIQ Concierge Consultant and present those plans to verifiable clients or prospects Do the work. Use the support. Follow the process. If you don’t achieve 100% ROI, you get your money back. Learn more: https://hubs.ly/Q03SqQK50

When Sterling Hirsch built Collective VFO, he wanted something different than a traditional wealth management firm. His Virtual Family Office model brings CPAs, attorneys, and advisors together to deliver coordinated tax and wealth guidance. But presenting tax strategies clearly and efficiently was a challenge... until TaxPlanIQ. With TaxPlanIQ, Sterling shifted from spreadsheet-based planning to a unified, client-ready process built around ROI. The platform helps him: ✓ Show clients the value of tax planning in real dollars ✓ Walk through strategy timelines, risks, and implementation steps ✓ Align CPAs and advisors under one strategic plan ✓ Scale tax planning to become a core revenue driver Today, tax planning makes up 60% of Collective VFO’s revenue, and clients get a clearer understanding of why their planning matters. Read the full case study: https://hubs.ly/Q03SqQRz0

If you didn’t get into accounting to work 50+ hour weeks — especially during tax season — you’re not alone. Many firm owners imagined building a practice that rewards their expertise, only to find themselves stuck in a cycle of hourly billing, endless deadlines, and clients who only see them as “the tax person.” Dr. Jackie Meyer, CPA, CCTA 🦄 sold a 7-figure CPA firm by making one key shift: pricing and delivering services based on outcomes, not hours. She has documented that entire approach in her upcoming book, The Balanced Millionaire: Advisor Edition. This edition covers: ✔️ How to define success beyond revenue ✔️ Using the SHiFT framework to identify your return on you ✔️ Turning services into tiered, productized offerings ✔️ Implementing the ROI Method to price based on outcomes ✔️ Using onboarding tools, priorities, and automation to reclaim time ✔️ Structuring quotes using measurable ROI and the CURB method ✔️ Growing margins while delivering transformational value If you’re considering advisory services but unsure how to structure, price, or transition clients, this is designed to guide that shift. Join the waitlist:https://hubs.ly/Q03SqNBv0

Curious about offering tax planning but not ready for a one-on-one demo? On November 19 at 12PM ET, join our Live Open Demo hosted by Dave Lukas, CEO of TaxPlanIQ. You’ll see exactly how firms are building tax plans in minutes and presenting them with confidence. What you’ll see: ✅ A walkthrough of the TaxPlanIQ dashboard and key features in action ✅ How to streamline your entire advisory process—from proposal to implementation—in one platform ✅ A look inside the Strategy Library, packed with 125+ educational tax strategies, checklists, videos, templates, Excel tools, and more ✅ And much more! No hard sales pitch. No pressure. Just a live, behind-the-scenes look at how TaxPlanIQ is transforming tax advisory Register here: https://hubs.ly/Q03SqKpR0

It’s happening today! 10AM–4PM ET! Join the Tax Advisory Summit: Your Step-by-Step Blueprint to Building a 7-Figure Tax Planning Firm. This is a one-day virtual event packed with practical insights from top tax and accounting professionals. ✔ How to build a 7-figure firm while reducing your workload ✔ The email system that keeps your calendar full ✔ Proven strategies to increase revenue from your existing client base ✔ OB3 opportunities to help clients save more before year-end ✔ And so much more! Plus, for every 45-minute session you attend, you’ll earn one entry into our giveaway to win one free year of TaxPlanIQ! There’s still time to register: https://hubs.ly/Q03NM3Bn0 Sponsored by Business Benefits Consultants, Vistia Capital, Baker Wealth Strategies, and Elite Resource Team

Two days out. Your roadmap to a 7-figure tax planning firm is almost here. Join The Tax Advisory Summit: Your Step-by-Step Blueprint to Building a 7-Figure Tax Planning Firm on Friday, October 24 from 10AM–4PM ET. What you’ll learn: ✔ How to build a 7-figure firm while reducing your workload ✔ Proven email systems to land tax planning clients ✔ Quick-win ways to increase revenue from your current client base ✔ OB3 strategies you can put to work before year-end ✔ And much more! Giveaway: For every 45-minute session you attend, you’ll earn one entry into our drawing to win one year of TaxPlanIQ. Register now: https://hubs.ly/Q03NMcVX0 Sponsored by Business Benefits Consultants, Vistia Capital, Baker Wealth Strategies, and Elite Resource Team

This Friday, join the Tax Advisory Summit: Your Step-by-Step Blueprint to Building a 7-Figure Tax Planning Firm. This is your chance to learn directly from industry leaders and leave with actionable strategies before the year ends. ✔ How to build a 7-figure firm while working fewer hours ✔ Proven email systems to land more tax planning clients ✔ Real strategies to boost revenue from your existing client base ✔ The latest OB3 tax planning insights you can use right now ✔ And so much more! And here’s the best part: For every 45-minute session you attend, you’ll earn one entry into our giveaway for one free year of TaxPlanIQ! Don’t miss your chance to learn, grow, and win big. All in one day! Register now: https://hubs.ly/Q03NM83N0 Event sponsored by: Business Benefits Consultants, Vistia Capital, Baker Wealth Strategies, and Elite Resource Team

Advisory services aren’t just the future of accounting. They’re the present. The Tax Advisory Summit on October 24 will show you exactly how to build and scale a 7-figure firm without adding more hours to your week. You’ll learn: ✔ How to increase revenue from your current client base ✔ Proven sales systems for landing tax planning clients ✔ How to pair new OB3 provisions with powerhouse strategies ✔ Real-world insights from top advisors who’ve done it ✔ And much more! Join live for a full day of practical sessions designed to help you finish the year strong. Register now: https://hubs.ly/Q03NBc100 Bonus: Every 45-minute session you attend earns one entry into our drawing for a free one-year TaxPlanIQ subscription! Sponsored by Business Benefits Consultants, Vistia Capital, Baker Wealth Strategies, and Elite Resource Team