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Welcome to the 10-Day Challenge!

You’ve taken the first step toward mastering the confidence, language, and structure to close high-value tax plans with ease. When you’re ready, hit the button below to get started.

 

Want a quick refresher on what’s included or need to check the FAQ? Just scroll down. And if you need a little inspiration, don’t miss the testimonials—those wins could be yours by the end of this challenge.

Already started the 10-Day Challenge?

Navigate to your current challenge day below.

Resource Downloads

Tax Planning Process Outline - Screenshot

The Tax Planning Process Outline

Master a proven, two-week workflow for building, pitching, and closing high-ROI tax planning proposals. In Week 1, you’ll create your client plan and proposal; in Week 2, you’ll implement and onboard with confidence. By the end, you’ll have a repeatable system that positions you as a concierge-level advisor.

10-Day Challenge Testimonials

  • “I just wanted to share a quick note regarding my first tax plan pitch using TaxPlanIQ. The implementation fee is a total of $6250. Future years will be $3,500/year. I'm pretty happy as before I'd have just charged about $500- $1000.”

    Michelle Perez-Macias

    Michelle Perez-Macias

  • “The "10 Days to Close a Tax Plan" has helped me re-frame my approach to the client acquisition process. Although I still have lots to learn and do, I am excited for the changes I am making. Thank you Jackie Meyer.”

    Aldo Aprile

    Aldo Aprile

  • “I love Jackie's 10 day challenge to close a tax plan. It is helping me grow and also helping me save my clients tax money. I love helping people and saving people money. This program is heaven sent!”

    Felicia Barbee

    Felicia Barbee

  • “Jackie Meyer 's 10 day to close a tax plan is fantastic! I learned so much and gained so much confidence in presenting a tax plan. I have been using Corvee for over a year and it's so impersonal but TaxPlanIQ is really a game changer because it's easy to understand and puts such a personal touch on client deliverables.”

    Laura Lloyd

    Laura Lloyd

  • “The 10-days to Closing a Tax Plan #challenge has been amazing Jackie Meyer. I will be pitching the ROI presentation to my client tomorrow evening. Looking forward to saving them over $30k in taxes!”

    Chika Obih

    Chika Obih

  • “The "10 Days to Close a Tax Plan" #challenge has taught me how to develop a repeatable process to get paid for my knowledge. No more free tax advice! Can't thank you enough Jackie Meyer, CPA for sharing your process and knowledge with us!”

    Courtney Holness

    Courtney Holness

  • “So I signed up for the 10 day to a tax plan challenge. I was excited & scared all at the same time. I didn't really know what to expect & thought well if I learn one or two things that's more then I knew. But I gained so much more!”

    Rhonda Saucedo

    Rhonda Saucedo

What’s Included in Your 10-Day Challenge?

Jackie-10-Day 2025-Asset 2


Yellow Checkmark-Marker StyleLive Coaching Sessions: Get all your specific questions answered

Yellow Checkmark-Marker StyleProven Templates: Get scripts, pricing strategies, and closing techniques 

Yellow Checkmark-Marker StyleUp to 5 CPE Credits 

Yellow Checkmark-Marker Style The confidence to finally sell high-dollar tax plans 

Frequently asked questions

How long is the challenge?

This challenge runs for 10 business days (two weeks, Monday through Friday).

Monday, September 22 - Friday, Oct 3rd

When are the live sessions?

We meet Monday, Wednesday, and Friday at 12 PM CST on Zoom.


👉 Bonus: On the first Monday at 11 AM CST, we will hold a TaxPlanIQ live walk through/onboarding refresher session.

This is especially helpful if you are:

  • New to TaxPlanIQ

  • Adding team members who have not been through onboarding

  • Wanting a quick refresher on how to navigate and use the software before diving into the challenge

If you cannot attend, the recording will be posted. You must register here: https://us06web.zoom.us/meeting/register/_twH-uxqRyyCC527BkZZaA. 

How does the homework and prework work?

Each live session unlocks your next homework assignment. Here is how it flows:

  • After each live session, you will get an email with your next short (3 to 5 minute) video lesson and instructions.

  • You complete that homework before the next live session.

  • This keeps you perfectly on track without overwhelming you with daily emails. 
What's the Example Schedule?
  • Friday before the challenge begins → You will get Day 1 video to prep for Monday.

  • Monday 11 AM CST (Bonus Walk Through/Onboarding Refresher) → Optional refresher session.

  • Monday Noon Live (Day 1) → After session, you receive Day 3 homework.

  • Wednesday Noon Live (Day 3) → After session, you receive Day 5 homework.

  • Friday Noon Live (Day 5) → After session, you receive Day 8 homework.

  • Monday Noon Live (Day 8) → After session, you receive Day 10 homework.

  • Wednesday Noon Live (Day 10) → After session, you receive Day 12 homework.

  • Friday Noon Live (Day 12) → Final wrap up and celebration. 
What about Growth users?
If you are a TaxPlanIQ Growth Plan user, you will receive VIP priority responses and priority Q&A during live sessions and inside the private Facebook group.
How will I get the Zoom link?
The Zoom link is emailed to all registrants and also posted on your challenge dashboard. 
What if I fall behind?
Do not worry. All homework videos and recordings will remain available on the lesson pages, so you can catch up at your own pace. 
Do I have to attend every live session?
No. Recordings are always available, but the excitement and fun we have together live is contagious, so we highly recommend joining if you can. 
How much time should I plan to spend each day?
Block an hour. That will be more than double the time you need, but everyone works at their own pace. The short video is about 5 minutes, and the assignment usually takes 15 to 25 minutes. Time blocking Tuesdays and Thursdays from 12 to 1 CST is a great way to stay consistent with your in between work. 
Do I need to be a TaxPlanIQ customer to join?
Yes. In 2023, we offered this challenge to the public for several hundred dollars. We have revived it for free exclusively for our current TaxPlanIQ firms to help you kick off your year end tax planning season strong and reconnect with our team and other users. 
Is this for newbies only?
No. Whether you have completed zero, one hundred, or one thousand tax plans, this challenge will hold you accountable to complete what we hope is your best one yet. Every user is invited. 
What if I do not finish a homework assignment before the next session?
That is okay. The challenge is designed to keep you moving forward, but you can always complete the assignments at your own pace. Nothing expires. 
Can I ask questions outside of the live sessions?
Yes. You can post questions in the Facebook group. Growth users get VIP priority responses both in the group and during live Q&A. 
Can I invite my team?

Yes. You are welcome to share the registration link with anyone on your team who will be a TaxPlanIQ user and directly involved in:

  • Identifying prospective clients

  • Creating proposals and tax plan reports

  • Presenting a plan to a client for a sale

  • Implementing and supporting the tasks after the plan is sold 


Registration link: https://www.taxplaniq.com/2025challenge

Who do I contact if I have questions or tech issues?
Email support@taxplaniq.com and our team will be happy to help. 
Where can I interact live throughout the challenge and after?

You can connect with other participants and the TaxPlanIQ team inside our private Facebook group just for this challenge. 👉 Join here

This group is where you can:

  • Ask questions between sessions

  • Share wins and progress

  • Connect with other firms

  • Continue engaging even after the 2 weeks are over
Can I get an AI assistant to help me?
Yes, we even did this! Here it is.