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Visualize your client’s tax savings in a brand new way

Running an accounting firm has never felt more complex. We know because our team is made up of accountants just like you. The unfortunate reality is that too many accountants are overworked, underpaid, or even on the verge of burnout.

Why consider TaxPlanIQ? It’s quite simple, really. We believe every accounting firm owner deserves to have the right tools in place to make work smooth and clearly demonstrate their value to each and every client.

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Meet Jackie Meyer

Even though Jackie regularly teaches accountants how to increase their revenue while decreasing their time involved now, it wasn’t always that way. Jackie learned the best practices incorporated into TaxPlanIQ the hard way–through experience as she built her business, Meyer Tax Consulting. 

As she grew her practice and unlocked the keys to running an accounting firm that truly demonstrated her value, it was apparent that the tax planning software options on the market simply fell short in this category. 

So, she set out to build the ideal platform that could serve accountants, visualize savings, and articulate the value that accountants bring to the table for their clients.

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Our team

Every organization should be surrounded by a team that makes them better. We’re honored to fill that role for firms like yours and are grateful for the team that does this on our behalf.

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Veronica Herrera

Head of Finance and Tax Consulting Services, CPA, CCA, and CCTA (Certified Concierge Tax Advisor)
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Olanshile Habib

Product Manager
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Lauren Cordon

Executive Assistant to Jackie Meyer, CPA
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Brandon Curry

Sales Operations Manager
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Osiris Khepera

Customer Success
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Cindy Grossman

Office Manager
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Amy Cabrero

Attorney | Media Relations
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Spirit Vance

Customer Success
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Joli Rosario

Brand Ops + Systems

Need help getting started with TaxPlanIQ?

We are here to help. Our dedicated team are experts in helping you get the most out of your tax planning efforts.

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Ready to learn from other accountants just like you?

Jackie fosters a thriving online group of over 6,000 accountants where you can share insights and get the feedback you need to build a business you love.

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See what makes TaxPlanIQ different  

The accountants we support use our platform to organize their clients’ tax strategies quickly and easily so they can demonstrate their worth, communicate their value, and charge what they are worth.

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Ready to become indispensable to your clients and build a business you love? Try TaxPlanIQ free for fourteen days and follow our proven process to see a measurable ROI.

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