TaxPlanIQ (SaaS tax planning for accountants) Email Formats
Software Development • 
Southlake, Texas, United States • 11-20 Employees
TaxPlanIQ (SaaS tax planning for accountants) Email Formats
TaxPlanIQ (SaaS tax planning for accountants) uses 2 email formats. The most common is {first name} (e.g., john@taxplaniq.com), used 68.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@taxplaniq.com | 68.4% |
{first initial} | j@taxplaniq.com | 31.6% |
Key Contacts at TaxPlanIQ (SaaS tax planning for accountants)
Jackie Meyer
Founder, President
Dave Lukas
Ceo Taxplaniq
Madeline James
Director Of Sales
Lauren Kinser Cordon
Director Of People And Culture
Chris Smith
Chief Technology Officer
Amy Cabrero
Director Of Compliance
Company overview
| Headquarters | 1207 South White Chapel Blvd, Suite 200, Southlake, TX 76092, US |
| Phone number | +18882721258 |
| Website | |
| Founded | 2020 |
| Employees | 11-20 |
| Socials |
About TaxPlanIQ (SaaS tax planning for accountants)
TaxPlanIQ is a SaaS app allowing tax firms to quote, implement & follow up with clients & staff on the ROI in tax strategies. Developed by Jackie Meyer, CPA What does taxplaniq bring to the table? A huge reduction in: a) your calculation time and errors (didn’t even know there were so many errors till taxplaniq!) b) time spent on repeatable educational content (Ie we update real-time latest q&a and CPE) and c) time spent reinventing the wheel on the firm and client tasks since we have checklists and to-do lists in the clients portal d) third party fees as we have several referrals for cost seg, reasonable comp, deferred sales trust, r&d credit, etc that give hundreds off their services to our users only It should take about 15-30 minutes to produce an entire tax plan. WITH a huge increase in fees, but most importantly tax savings to the client, doing them an amazing service and allowing you as the tax professional to dedicate more time to things you adore. Grab a special extended trial offer today at taxplaniq.com
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
TaxPlanIQ (SaaS tax planning for accountants) has 11 employees across 8 departments.
Departments
Number of employees
Funding Data
TaxPlanIQ (SaaS tax planning for accountants) has never raised funding before.
TaxPlanIQ (SaaS tax planning for accountants) Tech Stack
Discover the technologies and tools that power TaxPlanIQ (SaaS tax planning for accountants)'s digital infrastructure, from frameworks to analytics platforms.
CDN
Cookie compliance
Security
CMS
Payment processors
JavaScript libraries
Analytics
CDN
JavaScript libraries
Analytics
Miscellaneous
Security
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United Kingdom
Netherlands
Frequently asked questions
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