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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 & Stand Out From Competition

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Grow Your Firm &
Increase your revenue 

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Instant Access to Ethical Tax Strategies & Insights 

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Save Your Clients Thousands on Taxes
Every Year

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On-Demand Webinar

Tax Planning Flywheel: 5 Steps to a Successful Tax Planning Offer

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

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: $2,991

FREE ACCESS TODAY!

Join the Tax Planning Revolution & Watch Your Business Soar

Get your clients' taxes in order and become the go-to accountant in your area. The future of your business is just a click away!

Welcome to the tax planning revolution!

Are you ready to get notice and recognition in public accounting? Want to elevate your game and become the tax planning rockstar you know you can be?

You’re in the right place.

With help from accountants who built their own successful firm, you'll be attracting top tax-planning clients that are eager to pay. They'll come to you for all their tax planning needs because you'll be delivering top-notch, ethical services with ease. Say goodbye to mediocrity and hello to success.

We know the ins and outs of successful tax planning, along with the pain of not having this solution, and we're here to share that knowledge
with you.

With our support, you'll have the tools and confidence to tackle any tax planning challenge that comes your way and optimize your firm’s health, wealth, and relationships!

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.

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What is the The ROI Method™
of Tax Planning?


The ROI Method of tax planning is a system developed by TaxPlanIQ to help accountants become trusted advisors for their clients. It stands for "Review, Optimize, Implement," which involves reviewing the client's previous tax returns and financial data, optimizing their tax strategies to minimize their tax burden, and implementing the changes to ensure the greatest possible return on investment for the client. The ROI Method helps accountants provide customized solutions for their clients, resulting in happier and more satisfied clients who see better financial results.

By following the ROI Method™, you'll learn how to:

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Segment Your Clients & Identify the Lowest Hanging Fruit for Tax Planning

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Communicate With Tax Planning Leads & Excite Them With Potential Tax Savings

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Clearly Define the Plan of Attack
& Close the Deal

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Deliver on Your Promises &
Ensure Client Satisfaction

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Scale your Offering to Help
More Clients & Grow Your Revenue

The best part?

You don't have to go it alone.

We’ve recorded a FREE webinar 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 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 ROI of Your 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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On Demand Webinar

3x Your Revenue: The ROI Method™ of Tax Planning

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

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: $2,991

FREE ACCESS TODAY!

Learn Advanced Tax Strategies

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