Don't miss this...
Live Challenge Meeting Schedule
Be sure to add all of these meetings to your calendar before the challenge begins!!
Week 1:
- Day 1: Monday
- What’s new with TaxPlanIQ onboarding refresher of product | 11-12 pm CST
- Official Kickoff 12-1 pm CST
- What’s new with TaxPlanIQ onboarding refresher of product | 11-12 pm CST
- Day 3: Wednesday 12-1 pm CST + Growth User VIP Q&A
- Day 5: Friday 12-1 pm CST
Week 2:
- Day 8: Monday 12-1 pm CST
- Day 10: Wednesday 12-1 pm CST + Growth User VIP Q&A
- Day 12: Friday 12-1 pm CST
Please remember: Success is the sum of small efforts repeated day in and day out.
Let’s do this!
Dr. Jackie Meyer, CPA
Founder & President of TaxPlanIQ
Dr. Jackie Meyer is a thought leader and innovator in the accounting and advisory space, passionately coaching and consulting firms on practical and efficient solutions that improve the profession as a whole. Her work spans from transforming firm operations and client service models to integrating cutting-edge technology like AI into advisory workflows.
As the former founder of an award-winning CPA firm (2010–2022), Jackie went on to create TaxPlanIQ, a SaaS Tax Advisory Platform (AICPA 2023 Accelerator Cohort) designed to help firms deliver advisory services at scale. She also founded the Accounting Firm Influencers community, where thousands of firm owners and advisors collaborate to grow, learn, and innovate together.
Her proprietary ROI Method of Value Pricing™ has redefined how accountants package and price their services, aligning fees with client value instead of hours worked. This method has helped firms across the country increase profitability while also addressing cultural issues like burnout and workaholism.
Through her workshops, keynotes, and training programs, Jackie speaks to tens of thousands of accountants each year. Her mission is to create better health, wealth, and relationships for professionals in the industry while elevating financial literacy worldwide.
Want questionable humor and occasional bouts of wisdom? Follow her:
- Accounting Firm Influencers Facebook Group
- YouTube
- LinkedIn
- Jackie.CPA for book updates and insider newsletter
✓ Block Your Time
Set aside 12–1 pm CST every day for two weeks (you’ll only need half of this probably, but be conservative). Live sessions are Monday, Wednesday, and Friday, and you’ll use Tuesday and Thursday for homework or practice. What gets scheduled gets done.
✓ Need a TaxPlanIQ Refresher?
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 or just never had an onboarding session!
- 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 can register using the button below.
✓ Join the Community
Hop into our private Facebook group for challengers. This is where you’ll ask questions, share wins, and connect with others. Once inside, make your first post by sharing a specific goal for the challenge. Example: “I want to close 1 tax plan worth $5,000” or “I want to upload 10 client 1040s & find at least 100K of potential savings.”
When posting, use these tags so our team can support you:
- [ASK]: A question for Jackie or the team (tax technical or challenge-related)
- [SHARE]: A resource or insight others can use
- [WIN]: A success or aha moment, big or small
- [ISSUE]: A technical or access problem our admin team can help fix
✓ Upload Returns
Choose a current or potential client who could be an easy win (think $7,000+ in tax savings). Then:
- Upload 1, or up to 100, 1040 PDFs directly from your Home Screen
- jAIne will read, redact, analyze, and propose strategies in minutes
- Review your Draft Clients list and sort by Potential Savings to see the best opportunities
✓ Tips for Which 1040s to Pull
Look for clients who:
- Have a Schedule C with more than $50K taxable income
- Are high earners in top brackets with business or rental properties
- Have a LOW “PITA factor” (pain in the assets clients are NOT a good fit for advisory engagements)
- Already have prior year returns completed
- If you don’t have business clients handy, you can practice with a more complex 1040.
✓ BONUS
Review the foundation of value pricing with the ROI Method of Value Pricing™: TaxPlanIQ.com/roi-method
-2.png?width=200&height=146&name=unnamed%20(2)-2.png "unnamed (2)-2")
⚠️ Important Note: This is for educational purposes only and trademarked to TaxPlanIQ.
Materials may not be redistributed without permission.
We’re rewarding the top 3 challenge participants with the most engagement points:
🎁
🎁
🎁
How to Earn Points
Registering for the Challenge
Every participant gets 1 entry just for registering.
Live Sessions
Each live session you attend earns +3 points.
Be present, participate, and ask questions to maximize your score.
Challenge Facebook Group
Each post earns +1 point.
Posts must use the required tags [ASK] [SHARE] [WIN] [ISSUE] to qualify
Share with Friends
(Public Posts — tag Jackie and TaxPlanIQ so we see it)
Accounting Firm Influencers Facebook Group
Each post earns +2 points.
Show off your tax advisory skills using TaxPlanIQ or share why you love it.
Each post tagging Dr. Jackie CPA and mentioning TaxPlanIQ earns +2 points.
Share client wins, aha moments, or how TaxPlanIQ is helping your practice.
✨ Befriend Jackie on Social!
Accounting Firm Influencers Facebook Group
LinkedIn
YouTube
Jackie.CPA for book updates and insider newsletter
👉 The more you show up, share, and engage, the more points you’ll earn.
Inspire others, grow your confidence, and boost your own chances of winning.