Convert your practice from complaince to Advisory for only…

Convert your practice from complaince to Advisory for only…

Convert your practice from complaince to Advisory for only…

$149/month

$149/month

$149/month

Our Simple Earn as you Learn Program

Our Simple Earn as you Learn Program


  1. Membership Website Access: Benefit from all our online resources and up-to-date information at your fingertips.

  2. Forum: Connect with other professionals, share ideas, ask questions, and learn from collective wisdom in our exclusive community.

  3. Content Library: Unlock a treasure trove of relevant, quality content designed to help you stay informed and get ahead.

  4. Business Evaluation Audits: Get two comprehensive audits per year to ensure your firm is performing optimally. We'll assess your current strategies and suggest improvements.

  5. Pay-for-What-You-Need Tax Plans: No hefty upfront costs or unnecessary expenses. You only pay for the tax plans as and when you need them.

  6. Affordable Proposal and Deliverable Completion: At a nominal fee of $150, we'll take care of your proposal and deliverable completion, leaving you more time to focus on what you do best.


All of these exceptional benefits are at your fingertips for just $99/month!


  1. Membership Website Access: Benefit from all our online resources and up-to-date information at your fingertips.

  2. Forum: Connect with other professionals, share ideas, ask questions, and learn from collective wisdom in our exclusive community.

  3. Content Library: Unlock a treasure trove of relevant, quality content designed to help you stay informed and get ahead.

  4. Business Evaluation Audits: Get two comprehensive audits per year to ensure your firm is performing optimally. We'll assess your current strategies and suggest improvements.

  5. Pay-for-What-You-Need Tax Plans: No hefty upfront costs or unnecessary expenses. You only pay for the tax plans as and when you need them.

  6. Affordable Proposal and Deliverable Completion: At a nominal fee of $150, we'll take care of your proposal and deliverable completion, leaving you more time to focus on what you do best.


All of these exceptional benefits are at your fingertips for just $99/month!


  1. Membership Website Access: Benefit from all our online resources and up-to-date information at your fingertips.

  2. Forum: Connect with other professionals, share ideas, ask questions, and learn from collective wisdom in our exclusive community.

  3. Content Library: Unlock a treasure trove of relevant, quality content designed to help you stay informed and get ahead.

  4. Business Evaluation Audits: Get two comprehensive audits per year to ensure your firm is performing optimally. We'll assess your current strategies and suggest improvements.

  5. Pay-for-What-You-Need Tax Plans: No hefty upfront costs or unnecessary expenses. You only pay for the tax plans as and when you need them.

  6. Affordable Proposal and Deliverable Completion: At a nominal fee of $150, we'll take care of your proposal and deliverable completion, leaving you more time to focus on what you do best.


All of these exceptional benefits are at your fingertips for just $99/month!


Schedule Your Appointment and Learn More

Sign Up NOW

Recognizing the need for affordable yet sophisticated solutions, I-Tax Plan is committed to empowering smaller CPAs and tax preparers.
We understand the pivotal role that efficient tax planning plays in providing excellent service to clients and in the overall growth of your practice.

That's why we've created our Bronze membership package, specifically designed to bridge the gap between affordability and quality. This revolutionary package is set to redefine how small firms access tax planning solutions, bringing premium features and expert support within their grasp.
Did I mention that it is only $99/month?
Yes, that's right, only $99

The Bronze membership package offers you an AI chatbot for your website, providing real-time support and engagement to your clients. It also includes two expert coaching calls per year, access to our exclusive network and forum, and expert sessions to stay ahead of tax trends.
All of these benefits come at an affordable price of just $99/month, making it a game-changing solution for small CPA firms and tax preparers.

The Bronze membership package offers you an AI chatbot for your website, providing real-time support and engagement to your clients. It also includes two expert coaching calls per year, access to our exclusive network and forum, and expert sessions to stay ahead of tax trends.
All of these benefits come at an affordable price of just $99/month, making it a game-changing solution for small CPA firms and tax preparers.

The Bronze membership package offers you an AI chatbot for your website, providing real-time support and engagement to your clients. It also includes two expert coaching calls per year, access to our exclusive network and forum, and expert sessions to stay ahead of tax trends.
All of these benefits come at an affordable price of just $99/month, making it a game-changing solution for small CPA firms and tax preparers.

So how does our simple process work

Step 1: Education - Learn about strategies, sales positioning, and compliance

Our $99 membership gives you access to our webinars, coaching @Q&A, and strategy training.

Step 2: Identify Qualified Tax Planning Candidates

Our experts help you Identify who is a good fit and assist in creating a sales plan to close your client.

Step 3: Request a proposal: For only $150 per tax planning proposal, we look at your clients financials and create the tax plan proposal for you. Provide potential Savings and recommended pricing.

Step 4: If sales are successful- We can provide Implementation assistance and Tax Plan deliverable for a custom fee.

It's AMAZING. Only pay for what you need when you need it

Schedule Your Appointment NOW

Schedule Your Appointment NOW

+1 (747) 300-3130

growth@i-taxplan.com

66 W. Flagler 900

Miami, FL 33130