TD2510. 3-Minute ROI: 5× Advisory Fees & Client Savings - Live TaxPlanIQ + AICPA ROI Method Calculator Demo, presented by TaxPlanIQ

Can you transform a raw 1040 into a client-ready, value-priced proposal before the espresso machine finishes its cycle? Watch Dr. Jackie Meyer, CPA, sprint through TaxPlanIQ’s brand-new “create a tax plan in 3 minutes flat” workflow—no heavy tax modeling, no endless spreadsheets, just click-upload-done.

The demo then unveils the new AICPA ROI Method of Value Pricing Calculator, released to members at the “Reimagining Your Tax Practice” event, and already embedded inside TaxPlanIQ. Its step-by-step prompts guide even non-specialists through quantifying savings, intangibles, and risk reduction, then converting those benefits into transparent, outcome-based fees—accessible to firms with little or no prior tax-planning experience.

Here’s what you’ll see - live, in less than a single song on your playlist:

Auto-surface high-impact tax strategies and build a full tax plan in under three minutes.

Run the ROI Calculator to price the engagement at five-to-twenty-two-times traditional prep fees—and show why clients still celebrate the deal.

Compare “before & after” proposals to grasp how outcome language beats billable hours every time.

Walk away with download links and templates so tomorrow’s prospect becomes tomorrow night’s new client.

Whether you serve solopreneurs or nine-figure founders, this rapid-fire evening session proves you can ignite profit, purpose, and peace of mind - without being a tax whiz. The future of advisory is here: Become an ROI Strategist.

Learning Objectives:

• Generate a complete, strategy-rich tax plan in three minutes using TaxPlanIQ’s automation.
• Apply the ROI Method of Value Pricing Calculator to convert projected savings into clear, outcome-based fees & learn how the AICPA is releasing it to members.
• Communicate value so convincingly that clients accept fees multiples higher than hourly rates while feeling they won.