The Premier CPA Growth Program

Scale Your CPA Firm Faster With I‑TaxPlan Growth

The One-and-Only Membership Program Empowering Your Practice's Success!

Earn, Learn, Grow.

Schedule a Free Strategy Session Today! View Membership Plans
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The Program

What I‑TaxPlan Growth Is — and Who It's For

I‑TaxPlan Growth is a membership-based practice-growth program built specifically for CPAs and tax professionals who want to scale their firms without guesswork. We educate, implement, and refer — plus the tax-planning software — with plans from $99 per month. Members follow an "Earn as you Learn" system that pairs proven tax-planning strategy with the training, CRM, and software a modern accounting practice needs to grow both its revenue and its client base.

Every plan starts with the Academy, our tax-planning education and training, and a CRM for your leads and clients. Entry is $99 a month for one seat. Quick Plans and proposals are included, and you buy full tax plans when you need them: 1 for $200 or 3 for $500, and they never expire. Full Firm is $750 a month and adds unlimited full tax plans and an unlimited team. Ads + Lead Gen is $1,250 a month: everything in Full Firm, plus ads and lead generation for your firm, set up with our team.

Behind the program is a team of experienced tax professionals and business coaches who tailor their guidance to your firm rather than handing you a one-size-fits-all playbook. The result is a clear, repeatable path for CPA practices that want to add advisory revenue, work more efficiently, and build a firm that scales.

What You Get

Unleash Your Potential NOW with our Simple Earn as you Learn Program

The Academy

Tax-planning education and training, on demand. Included on every plan.

CRM

Track your leads and clients in one place. Included on every plan.

Quick Plans and Proposals

A savings estimate and a proposal for any client in about 30 seconds. Included on every plan.

Full Tax Plans

The complete plan your client receives. On Entry, buy them when you need them: 1 for $200 or 3 for $500, and they never expire. Full Firm includes unlimited full tax plans.

Unlimited Team

Full Firm gives everyone at your firm a seat, with full access to our AI-powered tax-planning software.

Ads and Lead Generation

Ads + Lead Gen adds ads and lead generation for your firm, set up with our team. It includes everything in Full Firm.

Our Advantage

Why Choose I-TaxPlan Growth?

We combine deep tax expertise with proven business growth strategies to deliver measurable results for your CPA practice.

  • 1

    Specialized Expertise

    Our team consists of experienced tax professionals and business coaches who are dedicated to helping CPAs succeed in today's competitive market.

  • 2

    Customized Solutions

    We understand that every CPA practice is unique. That's why we offer tailored coaching and support services designed to address your specific needs and goals.

  • 3

    Proven Strategies

    We've spent years refining our tax planning and practice growth strategies, ensuring that you have access to the most effective methods to increase your revenue.

  • 4

    Ongoing Support

    Our commitment to your success extends beyond one-time consultations. We provide ongoing support and guidance to help you stay ahead of industry trends and continue growing your practice.

CPA professionals celebrating success
500+ Firms Helped to $1M+
Client Success Stories

Testimonials

★★★★★

Working with Javier and team is great. Very responsive and responsible. Recommend!

M
Mia Firm owner / Partner · Advanced Strategies

Ready to elevate your Practice?

Join hundreds of CPAs who have transformed their practice with I-TaxPlan Growth.

Schedule a Free Strategy Session Today!
Got Questions?

FAQ

I-TaxPlan Growth provides specialized services to help CPAs elevate their practices by incorporating advanced tax planning strategies. Our offerings include expert coaching and training, sales support and strategy, comprehensive tax planning assistance, and practice growth and revenue optimization.
CPAs seeking to increase their revenue, expand their client base, and enhance their tax planning expertise can significantly benefit from our coaching, sales support, and tax planning assistance services.
To schedule a free strategy session with one of our experienced professionals, click the "Schedule a Free Strategy Session Today!" button on our website or contact us by phone at +1 (727) 428-1039 or email at [email protected].
We will discuss your current practice, challenges, and goals during the strategy session. We will assess your needs and determine how our services can best help you grow your CPA practice. The session allows you to ask any questions and learn more about our customized coaching and support services.
I-Tax Plan Growth focuses specifically on providing expert coaching and support to CPAs looking to enhance their tax planning expertise and grow their practices. Our team of experienced tax professionals and business coaches offers specialized expertise, tailored solutions, proven strategies, and ongoing support to ensure your practice's success.
Our sales support and strategy services are designed to help you attract and retain high-value clients, streamline your sales process, and generate consistent revenue growth. We will work closely with you to develop and implement effective marketing strategies that resonate with your target audience and showcase your unique value proposition.
Yes, our team provides hands-on support and guidance in developing and executing advanced tax planning strategies for your clients. We will help you identify tax-saving opportunities and ensure your clients receive the best possible service while maximizing your practice's revenue potential.
The frequency of engagement depends on your specific needs and goals. We recommend regular coaching sessions and ongoing communication with our team to ensure that you stay on track and continue to grow your practice. However, we understand that every CPA practice is unique, and will tailor our approach to best suit your individual requirements.

If you have any additional questions or concerns, please don't hesitate to contact us at +1 (727) 428-1039 or [email protected]. We look forward to helping you elevate your CPA practice and unlock its full potential.
Schedule a Free Strategy Session Today!