Tax Planning Software for Solo Accountants
Quick Answer Summary For a solo accountant taking on a first paid tax planning engagement, the best software is one that...
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Southlake, TX — January 9, 2026 — TaxPlanIQ proudly announces that Jackie Meyer, CPA, has been honored as one of the 2025 Most Powerful Women in Accounting by CPA Practice Advisor. This prestigious recognition highlights women who have demonstrated exceptional leadership, impact, and innovation within the accounting profession.
Now in its 14th year, the Most Powerful Women in Accounting awards shine a spotlight on women who are influencers, mentors, and drivers of change in the accounting and tax industries. Recipients are nominated by peers and selected by an independent panel of judges for their contributions to advancing the profession.
“Receiving this recognition from CPA Practice Advisor is a tremendous honor. It reflects not only my work but the collective effort of our TaxPlanIQ team to elevate standards, foster innovation, and empower others in the profession.”
—Jackie Meyer, CPA
Jackie’s inclusion on this distinguished list places her among a group of industry leaders committed to mentorship, excellence, and inclusive growth in accounting.
The Most Powerful Women in Accounting awards celebrate leaders who have made a measurable and meaningful impact on the profession, embodying qualities such as leadership, inclusivity, and innovation. More info can be found at CPA Practice Advisor
Dr. Jackie Meyer, CPA, is a seasoned accounting and tax professional known for her visionary leadership and commitment to enhancing practice performance and client value. She earned her Doctorate in Strategic Leadership in 2024, complementing her Masters in Accounting & Tax with cutting-edge research in organizational transformation and leadership psychology. She is founder of multiple successful ventures including TaxPlanIQ, Concierge Accountant Coaching, and Meyer Tax Consulting, each designed to elevate the accounting profession and empower practitioners.
Interviews, tips, guides, industry best practices, and news.
• 8 minute read
Quick Answer Summary For a solo accountant taking on a first paid tax planning engagement, the best software is one that...
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Tax planning as an RIA service Adding tax planning to an RIA means adding a forward-looking service that reviews a clien...
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Quick Answer Summary TaxPlanIQ is tax planning software that turns a client's 1040 into a client-ready proposal showing ...
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The best tax projection software options for most firms in the United States are softwares that answer client questions....
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Quick Answer Summary To build a tax plan for an S corp owner, set a defensible reasonable salary first, then stack three...
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