.png?width=357&height=85&name=tpiq-logo%20(375x85).png "TaxPlanIQ")
What are the 3 P’s of Tax Planning? (Pricing, Product and People)
Accounting firms offer a broad range of services to clients. One such service is tax planning. However, many firms struggle with a range of issues in offering such services.
Read More
Leadership Insights that Free Your Team to Thrive
What is it that you want to do in life? At the end of the day, we all want to help people, right?
Read More
Value Pricing in Accounting (And Why It's Important)
As an accountant, you are in a unique position to help your clients maximize their opportunities for tax savings. By understanding the various tax credits and programs available, y…
Read More.png?width=800&name=TaxPlanIQ%20Case%20Study%20(3).png)
How to Demonstrate Your Value to Clients
You know as well as anyone that building a client’s tax plan isn’t always an easy task. Then, once the plan is built presenting your value becomes an even greater challenge.
Read More
Using TaxPlanIQ as a Team
TaxPlanIQ is the perfect tool for accountants to demonstrate their value to their clients. It allows you to build a comprehensive tax plan in an easy-to-understand format. However,…
Read More.png?width=800&name=TaxPlanIQ%20Case%20Study%20(1).png)
How TaxPlanIQ Leads to Clarity in Client Advisory
Without the proper tool, tax planning can be complex and difficult. TaxPlanIQ is the perfect tool for accountants looking to help their clients build out a tax plan. It can help yo…
Read More
Section 139 Disaster relief
If you’re unfamiliar with Section 139 Disaster Relief, you’re in the right place. In this post, we recap a recent presentation from Jackie Meyer with everything you need to know.
Read More
Using TaxPlanIQ to Build Wealth and Prepare for Retirement
While TaxPlanIQ is the perfect tool for accountants looking to help their clients build out a tax plan, it can also be used to help clients build wealth and prepare for retirement …
Read MoreTaxPlanIQ Case Study: Owner’s Comp, Entity Structure, and Client Value
Outlining a client’s tax plan can be complicated, and adding on the extra task of presenting your value fuels the fire.
Read More
The Heart and Soul Behind TaxPlanIQ
Meet Jackie Meyer. She’s the Founder and CEO of Meyer Tax Consulting—a boutique CPA firm, the Concierge Accountant Coaching Program, and TaxPlanIQ. Part of what she does is teach a…
Read More