TaxPlanIQ Selected for AICPA and CPA.com Accelerator Cohort

By: Jackie Meyer on March 6, 2023 (Updated: March 13, 2026)

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TaxPlanIQ has been named as one of five startups with an eye to the future by the AICPA and CPA.com. Tax Advisory Services has never looked so bright!

We are honored to announce TaxPlanIQ's selection for the 2023 Startup Accelerator Cohort!

See the cohort: https://accelerator.cpa.com/2023-cohort

"With this mentorship program, we've solidified the ROI Method(tm) of Tax Planning as a true value priced offering for tax advisory services. The sky is the limit for anyone unfulfilled with just tax prep now!" Jackie Meyer, CPA, CCA, Founder

The Startup Accelerator program supports the growth of early-stage technology companies benefiting the accounting and finance ecosystem. Selected companies receive many benefits from the program, including focused insight into the evolving needs of finance and accounting professionals, access to firms and finance leaders who are shaping their profession, and a $25,000 grant. They also benefit from marketplace intelligence and guidance from the AICPA and CPA.com senior leaders and the program's advisory board members. In addition, TaxPlanIQ will have the opportunity to showcase its solutions at AICPA & CIMA ENGAGE - the premier conference for the accounting profession. This conference will be held in June at the ARIA Resort & Casino in Las Vegas.

A major goal of the AICPA and CPA.com is to empower the accounting profession for the digital age. It strives to bring innovative solutions to the forefront of the profession. TaxPlanIQ is one of five companies chosen for the Cohort. These five cutting-edge companies are described as being ahead of the curve when it comes to automation, artificial intelligence, and blockchain. The AICPA and CPA.com states that these companies are not only transforming their businesses but transforming the profession at large.

TaxPlanIQ's automation of the entire tax planning process (from marketing emails, to proposals, tasks, and templates for the accountant) moves accountants towards better health, wealth, and relationships in Tax Advisory Services (TAS). Selection for the 2023 Accelerator Cohort translates to even more benefits and growth opportunities for accountants everywhere.

See the cohort: https://accelerator.cpa.com/2023-cohort

To learn more about TaxPlanIQ and its benefits, visit www.TaxPlanIQ.com

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About Jackie Meyer

Jackie Meyer is an entrepreneur, speaker, and consultant with more than two decades of experience in tax advisory services. She previously led a boutique CPA firm through significant growth and a successful seven-figure sale, driven in part by her ROI Method, a value-based approach to tax planning that reshaped client engagement and pricing. Jackie is also a co-founder of TaxPlanIQ, a SaaS platform built to expand access to thoughtful tax planning. As President, she continues to advance practical, value-driven strategies for advisors and consumers. Her work has been recognized by CPA Practice Advisor, which named her one of the Most Powerful Women in Accounting in 2025.