TaxPlanIQ

09/02/2026

When you choose tax planning software, you are betting on the company behind it.

Last month TaxPlanIQ earned #644 on the 2026 Inc. 5000.

That ranking reflects where we put our energy:
- Constant updates to our tax strategy library
- The latest AI that recommends personalized strategies for each client
- A dedicated professional tax team standing behind every firm we serve with our Advisor Accelerator Program

Bet on software and a team that keeps getting better!

➡️ Learn more at https://hubs.ly/Q04tNLwq0

08/31/2026

Our next educational weekly webinar will be on Wednesday, September 2…and it includes CPE credit!

We’ll focus on Roth IRA contributions.

In this session, we’ll cover:

✔️ What the Roth IRA contribution strategy is and how it lets clients build retirement savings that grow and come out tax-free in retirement
✔️ How Roth IRA contributions differ from other comparable tax strategies
✔️ The ideal client profile for this strategy
✔️ Clients who may not be a good fit for this strategy
✔️ If the strategy can be used year after year, or if it's a one-time use
✔️ How to implement this strategy from start to finish
✔️ How it's reported on the tax return
✔️ Where this strategy falls on the audit-risk spectrum
✔️ Your role as the accountant and what Wealth Rabbit handles for you

Register at https://hubs.ly/Q04vsLCv0

Hope to see you there!

Join us for a live, one-hour session where we walk you through everything you need to know about Roth IRA Contributions.

08/28/2026

TaxPlanIQ Projections is here and it automates every step of quarterly estimated tax management.

What used to be a manual, error-prone process becomes a reliable revenue stream for your practice.

Run up to 5 tax scenarios side by side & make entity comparisons.

Model Roth conversions.

Calculate Medicare IRMAA surcharge exposure based on projected MAGI.

Set a target tax liability and let Solve for Max calculate what income level, deduction, or contribution gets the client there.

It tracks safe harbor status and so much more—see all that TaxPlanIQ Projections does at https://hubs.ly/Q04tKLWz0

08/26/2026

TaxPlanIQ wins one job: making tax planning a revenue line in your firm.

The average prep fee is $218. The average planning engagement is $4,800.

Nothing in your software stack closes that distance except a workflow that reads a client's 1040, recommends from 130+ vetted strategies with a dollar estimate attached to each one, suggests a fixed fee agreed up front, and produces a branded proposal you can present in one meeting.

We wrote the full breakdown at

A direct answer to the best tax planning software for CPAs question, with a category comparison and the cases where a different platform wins.

08/24/2026

Want to save your tax clients thousands to tens of thousands of dollars in 2026?

While most accounting firms are just doing taxes and filing returns…

Why not find tax savings for your clients with affordable tax planning software?

It’s fast. It’s simple.

1,200+ firms served and now #644 on the Inc. 5000 list in 2026.

Will you join the tax advisory world, or remain doing compliance only?

➡️ Learn more about making the pivot, even if you’ve never done tax planning before at https://hubs.ly/Q04tMxs50

08/21/2026

Our next educational weekly webinar will focus on the Charitable Gift Financing strategy.…and it includes CPE credit.

We’ll be going over how your clients can make larger charitable contributions and capture bigger deductions without fronting the full gift amount.

It’s free to attend, and we’ll be covering:

✔️ What Charitable Gift Financing is and how a financed giving structure lets clients contribute more to qualified charities than they could out of pocket, generating a larger current-year deduction

✔️ How Charitable Gift Financing differs from other comparable tax strategies

✔️ The ideal client profile for this strategy

✔️ Clients who may not be a good fit for this strategy

✔️ If the strategy can be used year after year, or if it’s a one-time use

✔️ How to implement this strategy from start to finish

✔️ How it's reported on the tax return

✔️ Where this strategy falls on the audit-risk spectrum

✔️ Your role as the accountant and what Wealth Excel handles for you

Register here:

Join us for a live, one-hour session where we walk you through everything you need to know about Charitable Gift Financing.

08/19/2026

Edward was doing tax returns for a few hundred dollars per return.

He finally realized compliance had run out of room.

His reasoning was blunt:

Compliance happens after the fact.

By the time the return gets filed, every decision that moved the tax bill has already been made.

So, he went looking for a comprehensive tax planning solution and landed on TaxPlanIQ.

He went from doing reactive filing into proactive advisory, with a system for ongoing client engagement.

Savings get quantified, and every client walks away with a plan they can implement.

As Edward put it…

"You're purchasing not just the software. You're purchasing the ecosystem and the team behind TaxPlanIQ that's going to help you become a better tax advisor, and be able to quantify it and monetize it."

Thinking about adding tax advisory to your firm? See how one user used TaxPlanIQ to leave compliance behind and build a proactive advisory practice.

08/17/2026

TaxPlanIQ was just ranked #644 on the 2026 Inc. 5000 last week.

We got there from 1,200+ firms that stopped billing hours and started charging for the tax plan up front.

That's still the minority position in this profession.

But we've got more coming this year to make that change easier.

Come see where tax planning technology is at right now: https://hubs.ly/Q04s9Q6w0

08/14/2026

If you’re evaluating platforms in 2026 for your firm, give this a read.

We give you the 8 things you should be looking for in any tax planning software, regardless of which company you choose:

A buyer's guide to tax planning software for accountants: the nine criteria that matter, real cost ranges, and the demo questions vendors hope you skip.