Watch Me Build a Complete Tax Plan in Under 5 Minutes!
Автор: Jackie Meyer, The Concierge CPA
Загружено: 2025-04-23
Просмотров: 62999
🧠 Turn 5 Minutes Into $5,000: How to Build Profitable Tax Plans on Autopilot
If you’re a CPA, EA, or tax advisor still building tax plans manually—or worse, giving away strategy ideas for free—this 5-minute demo is about to change everything.
In this video, I’ll show you exactly how I use TaxPlanIQ to:
✅ Identify high-ROI tax strategies (with AI logic + 1040 triggers)
✅ Stack them into a custom plan clients actually understand
✅ Instantly calculate tax savings and your advisory fee
✅ Generate a proposal that gets signed—on the spot
🔁 No more Excel hell.
🕒 No more hours spent creating plans clients ghost on.
💸 No more undercharging because you “weren’t sure what to price.”
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💬 Here’s the truth:
Your clients are Googling tax strategies.
You should be the one getting paid to implement them.
The firms using TaxPlanIQ are charging $3K–$15K per plan and landing more recurring advisory clients—without being salesy.
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🎯 Want in?
👉 Book your free strategy demo now: https://www.taxplaniq.com/bookademo
See how TaxPlanIQ works in your firm and how fast it helps you turn tax strategies into signed engagements.
⚠️ Spots fill fast—we only offer a limited number of demo calls each month to ensure 1:1 support.
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👀 PS: If you’ve ever thought “AI can’t do what I do”—watch this video. Then let TaxPlanIQ prove you wrong… in 5 minutes.
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