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Membership Plans

Grow your CPA practice with the right team behind you

From expert coaching and education to full AI-powered tax plan generation — choose the plan that fits where your practice is today. Every membership starts with a call.

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What We Offer

Everything your practice needs to close more tax plans

AI Tax Plan Generation

Done-For-You Proposals & Deliverables

Sales & Pricing Coaching

Business Evaluation & Practice Growth

Choose Your Plan

Membership Plans

Every plan starts with a call. We'll match you to the right tier and get your practice up and running.

Foundation
Foundation
$249/mo with 1-year agreement $399/mo · month-to-month
  • Access to the member content library and training vault
  • Expert coaching and education on tax planning strategies
  • 2 firm business evaluation audits per year
  • Member community forum
  • Sales, marketing, and pricing guidance
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Most Popular
Accelerate
Accelerate
Talk with us
  • Everything in Foundation
  • Full access to our AI-powered tax planning system built for CPA firms
  • Get AI assistance, education, and access to new strategies for the full package
  • Done-for-you tax plans: proposals, strategies, and client deliverables
  • Guaranteed closed tax plans
  • Post-sale client support and retention coaching
  • Priority access to the I-TaxPlan team
Schedule a Call to Get Started
Full Package
Apex
Apex
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  • Everything in Accelerate
  • Dedicated implementation assistance — our team sets everything up for your firm
  • Custom firm strategy and onboarding roadmap
  • White-glove client deliverable support
  • Dedicated success manager
  • Flexible financing available
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Transform your CPA practice today

Join 500+ firms who have already scaled their revenue with I-TaxPlan Growth.

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