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Dave Lukas Email & Phone Number

Multifaceted Entrepreneur, Author, and Investor | CEO at TaxPlanIQ | Founder & Host, The Misfit Entrepreneur | Featured Contributor: Influencive, Forbes, & More at TaxPlanIQ (SaaS tax planning for accountants)
Location: Delaware, Ohio, United States 8 work roles 1 school
1 work email found @grasptech.com 4 phones found area 614 and 216 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email d****@grasptech.com
Direct phone (614) ***-****
LinkedIn Profile matched
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Role
Multifaceted Entrepreneur, Author, and Investor | CEO at TaxPlanIQ | Founder & Host, The Misfit Entrepreneur | Featured Contributor: Influencive, Forbes, & More
Location
Delaware, Ohio, United States

Who is Dave Lukas? Overview

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Dave Lukas is listed as Multifaceted Entrepreneur, Author, and Investor | CEO at TaxPlanIQ | Founder & Host, The Misfit Entrepreneur | Featured Contributor: Influencive, Forbes, & More at TaxPlanIQ (SaaS tax planning for accountants), based in Delaware, Ohio, United States. AeroLeads shows a work email signal at grasptech.com, phone signal with area code 614, 216, and a matched LinkedIn profile for Dave Lukas.

Dave Lukas previously worked as CEO TaxPlanIQ at Taxplaniq (Saas Tax Planning For Accountants) and Founder and Host at Misfit Entrepreneur. Dave Lukas holds B.A., Business Management, Finance, And Economics from Baldwin Wallace University.

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Email format at TaxPlanIQ (SaaS tax planning for accountants)

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{first}@grasptech.com
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Profile bio

About Dave Lukas

Serial Entrepreneur, Investor, and Strategic Advisor | INC 5000 (5x) & Entrepreneur 360 (3x) Honoree🚀 CEO at TaxPlanIQ: Leading tax planning and savings software driving financial efficiency.🎙️ Founder & Host, Misfit Entrepreneur: Top-rated podcast in 100+ countries, featuring insights from global entrepreneurs on unconventional paths to success.💹 Creator, 12 Minute Trading: Empowering financial independence through daily investing strategies in under 12 mins.💼 Strategic Advisor: Providing C-level executives with direction for top-line growth and streamlined systems.📚 Amazon Best-Selling Author: "The Ten Year Career" - Fast Track Guide to Retiring Young, Wealthy, and Fulfilled.🌐 E-commerce & Distribution: Driving success in diverse ventures.🗣️ Speaker: Sharing expertise on success, leadership, and entrepreneurship.🏡 Real Estate Investor: Expertise in real estate investment strategies.🔍 Former VP & CSO at Grasp Technologies: Led successful sale in 2021; now focused on strategic advisory services and passion pursuits.Specialties:Business LeadershipSales/MarketingStaff Supervision & RetentionAccount ManagementProcess ImprovementsForecastingStrategic PlanningBudgetsBrandingNew Business DevelopmentStaff Coaching & CounselingStrategic Alliances/PartnershipsPresentationsContract NegotiationProject ManagementP&L ManagementLet's connect and explore opportunities for growth and success together!"

Listed skills include Strategy, Account Management, Leadership, New Business Development, and 46 others.

Current workplace

Dave Lukas's current company

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TaxPlanIQ (SaaS tax planning for accountants)
Taxplaniq (Saas Tax Planning For Accountants)
Multifaceted Entrepreneur, Author, and Investor | CEO at TaxPlanIQ | Founder & Host, The Misfit Entrepreneur | Featured Contributor: Influencive, Forbes, & More
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8 roles

Dave Lukas work experience

A career timeline built from the work history available for this profile.

Ceo Taxplaniq

Current

Southlake, Tx, Us

TaxPlanIQ.com is fast growing SAAS platform that gives tax practitioners and financial advisors the ability to demonstrate tax savings and tax saving opportunities to their clients within minutes. Complete with fully integrated AI and automation, TaxPlanIQ's unique technology makes it easy to analyze a client's tax situation, see the top tax saving strategies to apply them, and implement those solutions. Created by tax professionals and designed to take the guesswork out of maximizing tax savings, TaxPlanIQ provides a valuable service with fantastic ROI to clients. To date, the company has served over 28,000 unique taxpayers and has saved over $1B in taxes!I started first as an advisor/board member for TaxPlanIQ and am excited to follow in founder, Jackie Meyer's footsteps as CEO.

Jan 2024 - Present

Founder And Host

Current

The Misfit Entreprenuer is a top-rated weekly podcast where I interview the top entrepreneurs in their fields to give you incredibly useful and unique insight into how they consistently succeed with a focus on their non-traditional methods for achieving success, their Misfit side. The show has been ranked one of Top Entrepreneur Podcasts and is downloaded over 100,000 times a month and is listened to in over 160 countries.The inspiration for Misfit was my daughter, Hannah. After adopting her, I wanted to create and build a treasure trove to leave behind for her of the best, actionable advice to accelerate her success and help her live life to the fullest! I felt it would be selfish not to share it with you and the world, and now the mission has changed a little in that I tuly believe "One great episode can change someone's life." I know this because I've seen it many time after 6 years of doing this. Here is a review of the show that really nails what it's all about, "The show's open format and Misfit 3 concept, combined with Dave's intuitive and engaging interview style quickly uncover each guest's key tools, tactics, strategies, and tricks that listeners can start using in their lives right now."Learn more about the show at www.misfitentrepreneur.com.Become a member of Misfit Nation by signing up for the Misfit Minute, the FREE weekly email with specific resources from the week's "Misfit 3," and actionable tips and items from the world of Misfit Entrepreneurs. It is delivered every Friday to your inbox!The show is available anywhere you listen to podcasts from Spotify to Itunes. You can subscribe and follow the show on Itunes at https://itunes.apple.com/us/podcast/the-misfit-entrepreneur/id1145889006?mt=2 or directly on our site at https://www.misfitentrepreneur.com/podcast.html

Jul 2016 - Present

Founder

Current
12 Minute Trading

12 Minute Trading is the premier cashflow trading/investing strategy for those looking to create income in the markets in just a few minutes a day!I've taught thousands throughout the world how to put the odds in their favor in the markets and the principles of trading I've learned and put into practice over the last decade helping them to become better investors and grow their wealth.Over the years, I have worked hard to make it the most comprehesive education service out there. Here is a sample of what's included:-A service with 5 different short and long term strategies tested and proven to work in any type of market.-Weekly Advisory Newsletter complete with market overview and my personal trade setups that I am doing each week.-Weekly video analysis of the market and trade setups so you "look over my shoulder" to see exactly what I am doing and why I am doing it to accelerate your success in learning the strategies.-Fractal Energy Analysis of the markets and trade setups.-Mid-Week Update with trading game plan.-Trade alerts for any move I make on any trade prior to me taking action.-Comprehesive student portal complete with video training on every aspect of each strategy and other resources to help you improve your trading skills.-Live Training sessions each month where I teach on different strategies and where you can attend and ask questions and get guidance.-Special members only events-And much more! All for just $97 per month!If you are interested in learning more, I offer a 2-week trial of the service and you can sign up at https://www.12minutetrading.com/12-minute-trading-purchase---trial.htmlwww.12MinuteTrading.com

Jan 2005 - Present

Author/Speaker

Current
The Ten Year Career: The Fast Track Guide To Retiring Young, Wealthy, And Fulfilled

"This is a super book, loaded with great ideas for success that everyone can learn and apply, in any business, at any age!" -Brian Tracy, Author, Maximum AchievementThe Ten Year Career, The Fast Track Guide to Retiring Young, Wealthy, and Fulfilled was written to help anyone that is looking for the path to greater success in their lives. The book is a guide to many of the processes, secrets, and habits of the most successful, wealthy, and fulfilled. In 2005, Dave M. Lukas made a decision, he was going to spend the next five years seeking out and learning from the great mentors of our day and of the past. He started compiling notes and ideas from books of people like Napolean Hill, Dale Carnegie, Ancient Philosophers, Top Business Minds, Top Investors, Top Coaches, and as many resources as he could find. On top of that, he set out to meet and learn from great mentors such as Tony Robbins, Zig Ziglar, Brian Tracy, John Maxwell, and many others. He sought out other top minds such as Mike Keonigs, one of the top internet entrepreneurs in the world today. He also found incredible businesses and business models through the process that he studied and took best practices from.After 5 years of hard work and study, Dave began to compile all of the material that he had found to find the top areas, ideas, traits, and habits that seemed to be common across all of the people that he had met with and studied. The Ten Year Career is the result of this compilation.Topics of the book range from Harnessing the Power of Your Mind to Putting Yourself on Track to Financial Success, Learning to Do Exponentially More with the Time You Have, Learning the Top Traits of the Most Successful, Priceless Skills to Master that Will Help You in All Areas of Your Life, and much more. Visit the book's website www.thetenyearcareer.com

May 2013 - Present

Vice President/Cso

Dublin, Ohio, Us

Grasp Technologies is the leading provider of data management, visualization, and payment solutions in the T&E industry, with offices in Columbus, OH and San Diego, CA. We believe in helping our customers thrive and succeed by transforming data into useful intelligence. We do this through a philosophy of "Happy Employees, Happy Customers, Everyone Wins." Grasp has enjoyed growth in excess of 50% per year for over a decade, is a 3-time honoree of the INC 5000 List of Fastest Growing and recognized by Entrepreneur as of one of the 360 Most Entrepreneurial Companies in America.We have an obsession with providing solutions to the complex problems of aggregation, consolidation, normalization, translation, cleansing, and visualization of data serving travel agencies (TMC's), corporations, governments, and other technology providers worldwide. Grasp provides state of the art solutions in over 100 countries to help clients improve their business intelligence and process efficiencies, as well as help clients to become more profitable and improve top-line growth. Additionally, we created many of the best practices in global data consolidation and data bridging solutions for T&E, and serve many of the world's largest financial institutions and corporations for these needs.My role is to facilitate the growth of the company through developing new growth strategies, leading the company into new markets, and growing our current sales organization. In the VP role, I work very closely with my business partner and Grasp president, Erik Mueller, to develop strategies for all areas of our business to maximize Grasp's and our employee's success and well being.

Feb 2011 - Feb 2022

Paychex Sales Regional Training And Development Manager, Paychex District Sales Manager, Ohio

Rochester, Ny, Us

Manage and train sales representatives to work with new and existing businesses to create efficient and cost effective programs to fit the payroll and HR needs from 1 to 2000 employee companies. I teach and empower individuals and businesses on a daily basis helping in every facet from basic skill set training and management all that way through developing sales systems and processes.

Aug 2009 - Feb 2011

District Sales Manager And Trainer (Former)

Rochester, Ny, Us

As a district manager, I was responsible for the recruiting, hiring, and training of a sales team in the Ohio market, as well as responsible for client and revenue growth in that market. Before being promoted to my next level from this position we increased business over 10% in that market and I was fortunate to hire, train, and continue to work with the Regional Rookie of the Year (FY 2009-2010) in the region.

May 2008 - Aug 2009

Sr. Sales Consultant (Former)

Rochester, Ny, Us

As a Sr. Sales Consultant, before I was promoted into management, I was responsible for a territory in the central Ohio area. I was blessed with great leadership and achieved many great accomplishments, including Regional Rookie of the Year (Out of over 60 reps), Regional Consultant of the Year, Top 30 Consultants (companywide out of over 1200), Paychex Conference and Circle of Excellence honors every year of sales, and overachieved quota by 150+% every year.

Dec 2004 - May 2008
1 education record

Dave Lukas education

  • Baldwin Wallace University
    Baldwin Wallace University
    And Economics
FAQ

Frequently asked questions about Dave Lukas

Quick answers generated from the profile data available on this page.

What company does Dave Lukas work for?

Dave Lukas works for TaxPlanIQ (SaaS tax planning for accountants).

What is Dave Lukas's role at TaxPlanIQ (SaaS tax planning for accountants)?

Dave Lukas is listed as Multifaceted Entrepreneur, Author, and Investor | CEO at TaxPlanIQ | Founder & Host, The Misfit Entrepreneur | Featured Contributor: Influencive, Forbes, & More at TaxPlanIQ (SaaS tax planning for accountants).

What is Dave Lukas's email address?

AeroLeads has found 1 work email signal at @grasptech.com for Dave Lukas at TaxPlanIQ (SaaS tax planning for accountants).

What is Dave Lukas's phone number?

AeroLeads has found 4 phone signal(s) with area code 614, 216 for Dave Lukas at TaxPlanIQ (SaaS tax planning for accountants).

Where is Dave Lukas based?

Dave Lukas is based in Delaware, Ohio, United States while working with TaxPlanIQ (SaaS tax planning for accountants).

What companies has Dave Lukas worked for?

Dave Lukas has worked for Taxplaniq (Saas Tax Planning For Accountants), Misfit Entrepreneur, 12 Minute Trading, The Ten Year Career: The Fast Track Guide To Retiring Young, Wealthy, And Fulfilled, and Grasp Technologies, Inc..

How can I contact Dave Lukas?

You can use AeroLeads to view verified contact signals for Dave Lukas at TaxPlanIQ (SaaS tax planning for accountants), including work email, phone, and LinkedIn data when available.

What schools did Dave Lukas attend?

Dave Lukas holds B.A., Business Management, Finance, And Economics from Baldwin Wallace University.

What skills is Dave Lukas known for?

Dave Lukas is listed with skills including Strategy, Account Management, Leadership, New Business Development, Sales Management, Strategic Planning, Management, and Sales Process.

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