TaxPlanIQ
Financial Software · Texas, United States · 1-10 Employees
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Overview
Headquarters
1207 S White Chapel Blvd Ste 150, Southl...Website
www.taxplaniq.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
2
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About TaxPlanIQ
TaxPlanIQ offers affordable tax planning software designed for accounting firms, enabling them to transition from tax preparation to strategic advisory services efficiently. The platform allows users to create expert-level tax plans quickly, leveraging AI to identify savings and streamline the planning process. With over 1,200 firms utilizing the software, TaxPlanIQ emphasizes its unique 100% money-back guarantee, ensuring client satisfaction and measurable results. Targeting small to large accounting firms, TaxPlanIQ aims to enhance profitability and client relationships through effective tax planning solutions.Explore more
TaxPlanIQ Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
-
1953
PY
Phillip YargeauCo-owner, Head of Investment Team, Registered Representative
Company Profile Activity
Activity Insights
TaxPlanIQ is experiencing very low activity levels compared to other companies in the Software sector.
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TaxPlanIQ is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about TaxPlanIQ.
TaxPlanIQ Tech Stack
TaxPlanIQ News & Media
TaxPlanIQ Announces Its Full 2026 Advisory Summit Plans
Latest virtual summit offers six Free CPE credits, exclusive Tax Projections Software preview SOUTHLAKE, Texas, April 29, 2026 /PRNewswire-PRWeb/ -- TaxPlanIQ, the tax planning software platform built for advisory-focused accounting firms, announces its 2026 Tax Advisory Summit: Building...Dr. Jackie Meyer, CPA, Named to CPA Practice Advisor's 2025 Most Powerful Women in Accounting Following Release of New Book, The Balanced Millionaire: Advisor Edition
TaxPlanIQ proudly announces that its Founder and President, Dr. Jackie Meyer, CPA, has been named one of CPA Practice Advisor's 2025 Most Powerful Women in Accounting, a prestigious honor recognizing women who are shaping the future of the accounting and tax profession through leadership,...TaxPlanIQ Partnerships Put Tax Planning on National Stage
SOUTHLAKE, Texas, Sept. 23, 2025 /PRNewswire-PRWeb/ --TaxPlanIQ inks deals with Liberty Tax and largest Virtual Family Office in North America Tax planning tools have now been placed in the hands of tax preparers, as well as wealth managers, around the country, thanks to newly inked...TaxPlanIQ Unveils Free First-of-its-Kind ROI Method of Value PricingTM Calculator for Tax and Accounting Firms
Empowering Small Firms to Confidently Price High-Value Services and Boost Client Satisfaction SOUTHLAKE, Texas, Nov. 20, 2024 /PRNewswire-PRWeb/ -- TaxPlanIQ, a leading provider of tax planning software for tax and accounting firms, has launched the ROI Method of Value PricingTM...
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TaxPlanIQ offers affordable tax planning software designed for accounting firms, enabling them to transition from tax preparation to strategic advisory services efficiently. The platform allows users to create expert-level tax plans quickly, leveraging AI to identify savings and streamline the planning process. With over 1,200 firms utilizing the s... Read More
