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
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
TaxPlanIQ Tech Stack
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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
