April 2023 Newsletter

Customer Updates & Newsletter
(Includes exclusive event invitations for our users)

April 2023 V2

*Important* Customer Service Communications
This may be the second time you've received this newsletter, and there is an important reason why! We realized that important customer service emails were being sent in the same fashion as sales emails, which is not ideal for anyone and causes bounces, unsubscribes, and missed information. Therefore, we are separating sales and marketing emails and have changed our active users' settings to enable transactional customer communications like this (free CPE webinars, Tax Labs, and software updates).   We have updated our communication subscriptions to better serve you as a user, and we apologize for any annoyance.   If you have any concerns, don't hesitate to get in touch with us at Support@taxplaniq.com


Latest TaxPlanIQ Community Updates
 
We have a *NEW* Power Hour Series with 1 Hour of CPE only available to TaxPlanIQ users.  Each month we will feature a tax strategy and a vetted vendor.  Jackie shares how to use this strategy and discusses opportunities and risks alongside the expert. This is a pre-recorded session with Live Q&A chat with a Tax Expert.   Our first one begins  April 20th at 3 pm CST. We will discuss reasonable compensation with RCREPORTS .  

Latest TaxPlanIQ Software Updates
We now have the ability to duplicate a strategy that’s in the tax plan.
Added an easily accessible FAQ area 
Ability to attach documents to strategies within the Notes section
 

If you need help with a specific tax plan, we got you! Join a case study lab to build a tax plan together.  

Introducing Amy Cabrero
Amy handles Legal and Media Relations.  She loves to read and write and as a lifelong learner she is currently learning to speak Russian. 

Learn tax strategies with our Concierge Tax Accountant Masterclass - NEW PACKAGED SAVINGS AVAIL!
As an accountant, you’ll need to go beyond simply crunching numbers to help your clients maximize their opportunities for tax savings. Provide them with tax advice, such as helping them understand the tax code and educating them on the importance of tax planning. Need help learning tax strategies and how to value price?

Crowdsourcing questions from our community
The hard truth is that most tax accountants are only tax preparers. - Jackie Meyer CPA, CCTA

How to offer Tax planning? Not just tax preparation.

Tax planning is different from tax compliance, tax preparation or even tax projections.


The hard truth is that most tax accountants are only tax preparers. They review your prior-year data and add new info for the tax return. Sometimes they identify some after-the-fact things you can do like fund a simplified employee pension (SEP) plan or individual retirement account (IRA). This is tax compliance/preparation, and typically a tax-preparation software is used to do this.

What is your main concern for focusing on tax advisory and planning services as your main offering at your firm?
Or if it is, what was the biggest obstacle to moving this direction you had to overcome?

I’m there now, but I think it was initially fear. Fear of the transition and how it would be received, losing clients and not helping everyone I could, and fear of quoting the price. It’s a mental shift and honestly I’m still in transition but it’s getting easier and easier.- Karitsa Kerns

Resources to elevate your value

The Concierge CPA Podcast

Jackie Meyer covers a wide range of topics and let guests share their stories, expertise, and their hearts. 

Tax planning testimonials
“We LOVE TaxPlanIQ. It has truly been a game changer for working with prospective clients. Being able to show them the ROI analysis allows us to look SO professional and put together. We are so grateful for this tool and would highly recommend to any tax planning professional!"

—Tiffany Johnson CPA, CFP Selwyn & Associates


TaxPlanIQ was able to help Tiffany close deals by providing simple-to-create ROI calculations and simplify client interaction. Join the waitlist for white glove Consulting