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About

Until now, tax planning has been nearly impossible for the small business owner. Complicated IRS codes, difficult projections models, and no professional help. Tax Planner Pro changes all that, with a simple interface, easy to understand guides, and professionals to walk you through every strategy and tax saving tip. Once you connect your financial information to Tax Planner Pro, our tax strategy engine called IVAN will analyze your current financial position and prepare a customized tax plan for you and your business. We will show you how to reduce your tax bill to just $1.00 dollar guaranteed. It may take 5 planning ideas, it may take 30 of them, but we will get your taxes down! Tax Planner Pro automatically stays up to date every week with automatic syncs to QuickBooks Online and Xero. Setup is easy and only takes a few minutes.

About

The problem is you are overworked, under-valued, and stuck in a daily grind that leaves you feeling trapped. Clients need a strategic financial partner they can count on. TaxPlanIQ exists to simplify your world and showcase the tremendous value you offer. Our founder–Jackie Meyer–overcame the challenges frustrating most firm owners. The result? A thriving business that returned hard-earned money to her clients. She now uses those business-building best practices to coach thousands of accountants just like you–transforming their firms in the process. We’ll walk through your first tax plan together so you and your clients can see the ROI. This is the platform designed to elevate your value and give you control back over your business. Every accounting firm owner deserves to have the right tools in place to make work smooth and clearly demonstrate their value to each and every client.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Accountants seeking a tax planning software

Audience

Tax firms searching for a platform to increase revenue

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$499 per year
Free Version
Free Trial

Pricing

$300 per month
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.0 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Tax Planner Pro
Founded: 2015
www.taxplannerpro.com

Company Information

TaxPlanIQ
Founded: 2020
United States
www.taxplaniq.com

Alternatives

Alternatives

OIC Tax Planner

OIC Tax Planner

iConcepts
CCH ProSystem fx

CCH ProSystem fx

Wolters Kluwer
Bloomberg Income Tax Planner

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting
Juno

Juno

Juno.tax

Categories

Categories

Tax Planning Features

Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning

Integrations

Knolli
QuickBooks Online
Xero

Integrations

Knolli
QuickBooks Online
Xero
Claim Tax Planner Pro and update features and information
Claim Tax Planner Pro and update features and information
Claim TaxPlanIQ and update features and information
Claim TaxPlanIQ and update features and information