August 2023 Newsletter

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

August 2023

*Important* Customer Service Communications
 
Latest TaxPlanIQ Updates
TaxPlanIQ is always working to make your experience better!  We have added some new enhancements to the site to provide you with additional information right at your fingertips!  


Are you ready for the most revolutionary enhancement yet?!
📣 Introducing jAIne to TaxPlanIQ! 📣

We are thrilled to share an exciting evolution in our TaxPlanIQ journey! Soon, we'll be integrating "jAIne" - a state-of-the-art personal tax manager, harnessing the power of GPT-4.  As we strive to provide the best services, we believe jAIne represents a significant leap in redefining your tax management experience.

Why is this so revolutionary?  jAIne has been designed to:

Provide personalized tax insights.
Streamline processes with cutting-edge technology.
Enhance user experience, ensuring clarity and efficiency.

For a deeper understanding of what jAIne will bring to your tax planning world, don't miss out on the exclusive video crafted by Jackie, the visionary creator of TaxPlanIQ. 🔗 Watch the Video Here.

As we prepare step into this new era, we want to thank our community for being part of our growth journey. Stay connected for more insights and updates about this game-changing feature!


Community Updates
Have you visited the "Help" tab at the bottom of the side navigation bar in TaxPlanIQ? Whether you're new to our platform or a seasoned pro, this section is designed to be your comprehensive guide, providing answers and insights to ensure a smooth and efficient experience.

Features within the "Help" tab:

FAQs: Get quick answers to commonly asked questions, streamlining your navigation and usage of our software.

Case Studies: Delve into real-life examples to understand the versatility and capability of TaxPlanIQ in addressing diverse tax scenarios.

Community Section: Engage with other TaxPlanIQ users, sharing experiences, best practices, and solutions to common challenges.

Feedback Portal: We value your insights! Share your feedback, helping us enhance and refine our platform to better serve you.

Support: Facing issues or have queries? Reach out to our dedicated support team, ready to assist you in any way possible.

Guidance Material: Whether you're a visual learner or prefer in-depth articles, discover a range of tutorials, videos, and articles designed to help you kick-start and master your TaxPlanIQ journey.

Don't just skim the surface; tap into the wealth of resources within the "Help" tab, tailored to support and enrich your TaxPlanIQ experience. Knowledge is power, and with our Help tab, you're always just a click away from the answers you seek.

 
Give $100, Get $100...

TaxPlanIQ Referral Program: A Win-Win You Can't Miss!

Our TaxPlanIQ Referral Program is thriving, and the buzz is real! We're overwhelmed by the number of our loyal customers already benefiting from this fantastic initiative.

It's simple yet rewarding: Introduce a friend to TaxPlanIQ, and they'll receive a $100 discount code. And when they stay onboard for 30 days? You pocket a neat $100! This program has been a hit, with numerous community members boosting their incomes effortlessly.

 
Haven't tried it yet? It's not too late! Dive into this wave of mutual benefits. Recommend TaxPlanIQ to your friends, enhance their tax planning experience, and enjoy some extra cash for yourself. To get all the details, visit our Referral Program page now.

Hop on, and let's make the most of this fantastic opportunity together!


CPE Course

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 a Live Q&A chat with Veronica, our Tax Expert, and 1 Hour of CPE.   Our next session is August 23rd at 2 PM CDT.  We will discuss R&D Credits with Conor Hobert. 

Webinar Alert
Becoming indispensable: The ROI Method™ of Tax Advisory Services (TAS) Flywheel...Back by Popular Demand!!
Due to overwhelming interest, we're thrilled to inform you that the opportunity to master the art of becoming indispensable in the accounting realm is still up for grabs! Dive deep into the unparalleled potential of The ROI Method™ of Tax Advisory Services (TAS) Flywheel and discover the secrets to propelling exponential growth at your firm. Don't miss out on this sought-after knowledge - it's time to stand out and soar!   Register with CPA academy


If you need help with a specific tax plan, we got you! Join a case study lab to build a tax plan together.   Our Tax Lab meets every Wednesday via zoom from 1-2 pm CST.   Click the Tax Lab button below to learn more! Or we now have one on one consults and can send you a link.

🌴 Jackie Meyer's Secrets to a Month-Long Summer Vacation 🌞

Ever wondered how some professionals manage to take extended vacations while their businesses continue to thrive? Jackie Meyer did just that this summer, enjoying a month-long break! Curious about her magic formula? Here it is:

Elevate and Educate: Jackie transformed her firm by harnessing the power of coach Chuck Bauer and the CCA Certified Concierge Accountant Program. Not only did she benefit from its unparalleled coaching, but she's now a proud co-leader, empowering others with the same concierge knowledge to equip ANY accounting firm owner to level up.

Strategize for Success: Drawing from her rich experience and expertise, Jackie deployed top-notch tax strategy tactics designed for small businesses and high-net-worth individuals. These strategies form the foundation of the CCTA Certified Concierge Tax Accountant Program she meticulously crafted.

Software that Streamlines: To ensure seamless workflow and top-tier efficiency, Jackie created the TaxPlanIQ software. This tool has a new feature coming any day now named jAIne for 70%+ better efficiencies!

Thanks to this trifecta, Jackie not only crafted a four-hour work-week for herself but also relished a rejuvenating month off during the summer. If she can, why can't you? Dive deep into these resources, and perhaps next summer, you'll be sharing your own month-long vacation story!  Want to learn more?  Simply click on the program name above to gain additional information about these incredible opportunities.

Thoughts From Our Community

What are others saying about our 10 Days to Close a Tax Plan Challenge:
“I wanted to thank you and let you enjoy this Friday with me… I just received a signed Concierge Tax Plan for $54,000 and another for just under $20K.
I couldn’t have done it without you and the colleagues in class!”
 
–Julie Long, Owner, Sensible Services ABC, LLC 

🚀Join the Buzz on Our Social Media Channels!💬

At TaxPlanIQ, we're not just about numbers and spreadsheets; we absolutely cherish the lively conversations that unfold on our social media platforms! Just recently, our community delved into a hilarious discussion about the most outlandish things clients have tried to claim as legitimate tax deductions. Some of the entries were truly jaw-dropping! Got a zany story of your own or an opinion to share? Keep those comments coming! We love hearing from our community. 

🔍 We Want Your Ideas for Our Tax Planning Software! 🌟
Our community is at the heart of our software's success. The more voices, perspectives, and brilliant ideas we incorporate, the more robust and user-centric our product becomes. We genuinely believe that collective input leads to unmatched innovation. So, we're reaching out to you: What features would make your tax planning journey even smoother? Remember, every suggestion counts and could be the next game-changer in our software's evolution.   Reach out and let us know!  Let's collaborate and make our tool the best it can be!

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

“TaxPlanIQ is necessary if you want to grow your firm the right way.  It allows you to portray your value to the client and breaks it down into plain sight.  I was unsure of how to offer additional services and how to actually do tax planning and value pricing.  TaxPlanIQ  allows me to maximize my own revenue as well as my client's interests.”

—Kevin Smoot, EA, CTC, RIA

Owner of Accountability Tax Services

TaxPlanIQ was able to help Kevin maximize his revenue through education on implementation and value pricing.