TaxPlanIQ on Tuesday announced partnerships with Liberty Tax and Elite Resource Team, putting tax planning tools in the hands of tax preparers and wealth managers around the country.
“Moving toward more value-based offerings and being less dependent on volume business is the future of the accounting profession. As such, tax-centric firms across the continent are realizing the benefits tax planning and other value-added services can offer their clients, as well as their own business,” Southlake, TX-based TaxPlanIQ, a provider of tax planning software for tax and accounting firms,” said in a Sept. 23 media release. “This is at the core of the recent moves made by TaxPlanIQ, with partnerships that can have a real impact for accounting professionals across the country.”
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Liberty Tax has helped millions of tax filers, with 2,200-plus retail branches and more than 12,000 tax professionals across the U.S. and Canada. ERT, which owns the largest virtual family office in North America, equips financial advisors, insurance agents, and accountants to collaborate under the VFO model.
For Liberty Tax franchisees, they will be integrating TaxPlanlQ into their operations. Specifically, franchisees will be able to:
- Identify high-potential clients for tax planning opportunities with ease.
- Present personalized tax strategies that highlight potential savings in a way that clients can understand.
- Expand services beyond compliance into high-value advisory offerings, enhancing client loyalty and satisfaction.
- Grow revenue streams by offering tax planning as a premium service while strengthening their role as trusted advisors.
In addition, all franchisees will have the flexibility to work directly with TaxPlanlQ or to collaborate with Liberty Tax corporate through a structured support model.
“We’re excited to bring proactive tax planning to the communities our Liberty Tax franchisees serve. It lets us deliver more value to deserving clients with clear, actionable strategies—and it creates a durable, year-round pathway to profitability for our franchisees,” David Dulaney, senior vice president of compliance and enterprise support at Liberty Tax, said in a statement.
For ERT, this move was designed to strengthen its position as a leading provider of scalable advanced financial and tax planning for the mass affluent. In addition, by integrating TaxPlanIQ, the VFO can now offer advanced, ROI-driven tax planning at scale with 125-plus strategies, AI-powered recommendations, and client-ready deliverables in minutes.
TaxPlanIQ is trusted by more than 1,200 accounting firms nationwide, with documented client savings identified exceeding $5 billion. By bringing this technology into its established VFO framework, ERT ensures its advisor-accountant teams can identify tax savings quickly and deliver clear ROI for clients, TaxPlanIQ said.
“Partnering with Liberty Tax and Elite Resource Team reflects our mission to make advanced tax planning accessible, practical, and profitable for firms of every size and to help all taxpayers have a chance to save more of their hard-earned money,” TaxPlanIQ CEO Dave Lukas said. “Liberty Tax brings reach and trust with millions of taxpayers across North America, while ERT’s virtual family office sets the standard for collaborative wealth management. Together, these partnerships demonstrate how TaxPlanIQ can elevate the profession—helping advisors deliver clear, measurable value to clients while transforming the economics of their own practices.”
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Angie Repman October 30 2025 at 3:51 pm
We are interested in participating in the Partner with Liberty Tax Support team to deliver this product. Can you advise on how to proceed? Thanks, Angie Repman