Y'all, showing clients real numbers fast is one of the most powerful things you can do in a tax planning conversation. And this is exactly how I do it.
In this video I walk through TaxPlanIQ's tax projections tool from start to finish — setup, inputs, quarterly estimates, final numbers — in about 10 minutes. No fluff, no theory. Just the actual workflow I use with real client scenarios.
If you've been putting off projections because they feel complicated or time-consuming, this one's going to change that. The tool does most of the heavy lifting once you know where everything lives.
What I cover:
How to set up a tax projection in TaxPlanIQ from scratch
How to run quarterly estimates for clients without it taking all day
How to use the tool in real client scenarios so the numbers actually mean something
Try TaxPlanIQ: https://www.taxplaniq.com
Connect with me on LinkedIn: https://www.linkedin.com/in/drjackiecpa
Drop your questions in the comments. I read them all.
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