How to Sell Tax Planning Packages

As a TaxPlanIQ user, you already know how powerful proactive tax planning can be.

But here’s the challenge:

Most clients don’t understand what tax planning is, let alone why they should pay extra for it.

That’s why how you present your offer is just as important as the strategies behind it.

🔑 The Key to Selling Tax Planning

Clients aren’t buying spreadsheets.

They’re buying outcomes: reduced tax bills, peace of mind, and proactive advice.

To help you communicate the value clearly and confidently, we’ve created a sample Tax Planning Packages page you can model.

You can use this as a:

✔ Website pricing section

✔ Client proposal insert

✔ Landing page for Tax Strategy Sessions

✔ Sales one-pager during calls

⚠️ NOTE: Below is just an example. You should customize the packages, pricing, and services based on your own expertise, capacity, and client base.

Firm Example: Apex Strategy Advisors

*Powered by TaxPlanIQ™ (fictitious firm for demonstration purposes)

Apex Strategic Tax Planning Packages

At Apex, we use TaxPlanIQ to build and deliver proactive tax plans that actually save our clients money—not just report what already happened.

Valuable all-inclusive monthly packages provide an immediate return on investment. Our goal is not to be the cheapest. Our goal is to be the best!

We offer three service levels depending on your situation and goals.