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Transform Your Accounting Practice into a Tax Planning Powerhouse with Confidence

  • Leverage Our Tax-Planning Expertise
  • Develop a Successful Tax Advisory Service Strategy
  • ​Learn the Keys to Offering Tax Planning: Identify potential clients, deliver effective services, and build a sustainable engagement framework.
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Impress your clients and stand out in a competitive market by offering expert tax planning services

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Increase your revenue by offering a valuable and in-demand service to your clients.

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Stay ahead of the game with up-to-date, ethical tax planning strategies and insights from our expert team.

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Simplify the process for your clients and help them save thousands on their taxes with personalized tax planning plans.

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Here's what you'll learn:

Learn how to implement tax planning in your firm like a pro!

  • ​5 Steps to a Successful Tax Planning Offering: Everything You Need to Know to Launch!$997 (Value)
  • Transforming Your Firm with the Tax Planning FlywheelReady to level-up? We'll show you how$997 (Value)
  • Segment, Educate, EngageHow to connect with your clients like never before $997 (Value)

Total value: $1,297



Tax Planning Flywheel Webinar

This value-packed on-demand webinar will teach you exactly how to implement tax planning successfully in your accounting practice!

  • ​We've Helped Thousands of CPAs Get Out of the Rat Race: Tax season is a beating, we can help you break free from the control of the IRS 
  • We've Developed a Tax Planning Launching System That WorksWe know it does, because we designed it 🙂
  • Tired of Working 60+ Hrs a Week?: We'll teach you how you can work less and earn more by offering tax planning

As an accountant or tax preparer you know that your clients rely on your expertise to navigate the complex world of taxes. But with new laws and regulations constantly emerging, it's becoming increasingly difficult to keep up.

You may have noticed that some of your clients have been taking their tax planning needs to other professionals, and you can't help but wonder: what am I missing out on?

Well, you're not alone. Many tax professionals like yourself are struggling to stay ahead of the curve, and they're missing out on a huge opportunity.
You see, while preparing and filing taxes is important, it's just the tip of the iceberg.

By offering paid tax planning services, you can help your clients save thousands of dollars on their taxes, while also creating a stable and profitable revenue stream for your business.

But where do you start?

There's so much information out there, and it's hard to know who to trust.

That's where TaxPlanIQ comes in.

Made by accountants, at Meyer Tax, for accountants, like you.

What is the Tax Planning Flywheel?:

We’ve created a simple to understand Tax Planning Flywheel to guide you through this process.

The Tax Planning Flywheel Strategy is a comprehensive, step-by-step process for setting up a successful paid tax planning service. It's based on years of experience and real-world results, and it's been developed specifically for tax professionals like yourself.

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By following the Tax Planning Flywheel Strategy, you'll learn how to:

  • Segment your client base and identify the unique challenges and opportunities faced by different client groups
  • Create content that unpacks their situation and options
  • Engage with your clients and outline a suggested plan of attack
  • ​Deliver on your promises and ensure client satisfaction
  • ​Scale your offering to help more clients and grow your revenue

The best part?

You don't have to go it alone.

We’ve recorded a

guiding you through the tax planning flywheel and showing you exactly how to implement the strategy in your firm today.

And if you're still feeling unsure after the webinar class, we're happy to schedule a free 1-on-1 strategy call where we can answer any of your questions and help you tailor the Tax Planning Flywheel Strategy to your business.

Don't miss out on this huge opportunity to help your clients and grow your business.

Tap into our tax planning experts and learn exactly how to successfully implement these strategies in your firm

Maximize the return on investment of your paid tax planning services

Leverage Our Expertise to Develop a Successful Tax Planning Business Strategy. Our team will guide you in identifying potential clients, delivering effective services, and building a sustainable engagement framework.

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Here's what you'll learn:

5 Steps to a Successful Tax Planning Offering

$997 (Value)

Transforming Your Firm with the Tax Planning Flywheel

$997 (Value)

Segment, Educate, Engage: How to connect with your clients like never before

$997 (Value)





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