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"Steven was knowledgeable and thorough…”

Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!

Crystal lovejoy

"Great Customer Service”

Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.

Lori corry

"It is what it advertised to be”

It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.

Brian Carey

"Great customer service”

Great customer service. Classes are pertinent. Great value

Steve

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Dave Lukas

0 / 5

Entrepreneurship & Business Growth
Financial Strategy
Advisory Mindset
Performance Optimization & Leadership

Dave M. Lukas is CEO of TaxPlanIQ, a tax advisory and software company co-founded with CPA Dr. Jackie Meyer. As a six-time Inc. 5000 entrepreneur, Dave leverages his entrepreneurial experience to drive innovation, growth, and the adoption of AI and automation within tax planning workflows. His leadership at TaxPlanIQ is transforming traditional tax compliance into an advisory-focused practice, enabling practitioners to deliver greater client value and efficiency.

Dave is also the creator and host of the Misfit Entrepreneur Podcast, where he interviews global leaders on entrepreneurship, mindset, and personal growth. Beyond business, he is a competitive Ironman athlete and an advocate for work-life harmony, mental wellness, and purpose-driven entrepreneurship, embodying the values of persistence and continuous improvement.