i-taxplan Growth is the AI-assisted research, proposal, and documentation layer for CPAs and advisors who want to move their top clients from tax prep to proactive tax planning. Built by tax professionals. Audit-defensible by design.
The shift
Most CPAs know it. Few have the bandwidth to build the engine — research a strategy, model the savings, document for audit, write the proposal — for every high-value client.
i-taxplan Growth is the engine.
What it does
Point it at a client's situation. It surfaces the relevant strategies — cost seg, §179, §469, §280A, QOZ, RSU timing, comp split, retirement vehicles — and the tax-code citations to back them.
Computes the savings at federal + state level with your assumptions. Side-by-side comparison of strategy combinations. Outputs you can put in front of a client today.
Drafts the client-facing one-pager and the audit-defensible documentation. Citation-first output. You review, sign off, and send.
The licensed professional remains responsible for every recommendation. The tool is leverage, not replacement. You stay in control of the engagement.
For the firms that want fees, not hours
The 10× revenue isn't from more hours. It's from a different service. i-taxplan Growth makes the service operationally feasible for a 1–10 person firm.
Request a demo
Bring a real client's situation. We'll reach out within 24 hours to schedule a live walkthrough. No commitment, no pitch deck.
