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Certified Concierge Tax Accountant

A Tax Advisor Academy

 
Meet 3 times per month in small group format to become a Certified Concierge Tax Advisor With
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Elevate your accounting career and expand your tax advisory services with our 12-month tax planning program. This is a LIMITED OFFERING!

 

 

Online Access to Course Materials

Our course library will prepare you to actively participate in class. It includes pre-recorded content

Weekly Class Session

Our weekly class will be interactive with direct guidance on real-world and relevant cases from fellow students. These sessions produce immediate, & scalable tax plans for our students!

Exclusive Tax Labs

Get access to weekly case study labs where our Tax Experts design tax plans.

Earn CPE Credits

Earn a minimum of 18 CPE credits for attendance of live sessions.

When Jackie converted Meyer Tax Consulting to value pricing using the ROI Method™, She specialized in developing innovative tax strategies while leading a team of dedicated tax planners, aka "project managers." In 2020, She created TaxPlanIQ to streamline workflows, implement engaging strategies, and improve client & team communication. Now, she's ready to assist you in training your team to achieve the same level of success.

 

 

Accounting Leader

$1200/month

For the firm owner, partner, or tax manager running the tax advisory services.

This includes a 12-month commitment. A deposit of $3,600 is required (three months), then $982 per month for the remaining 11 months to fulfill the commitment.

TaxPlanIQ Professional Plan is billed separately at a 50% discount for you.

Invest in yourself today!

  • Professional level TaxPlanIQ Subscription (value of $600 a month)
  • Online education library ($3000 + Value)
  • Live check-ins with Jackie & Experts 3 x a month (Value of $2000 / month)

 

Secure your seat

Key Player Seat

$850/month

*Accounting Leader seats are required to purchase a Key play seat

For a staff member you want to empower and equip as a tax advisor!

This includes a 12-month commitment. A deposit of $2,400 is required (three months), then $655 per month for the remaining 11 months to fulfill the commitment.

An additional user seat TaxPlanIQ Professional Plan is provided complimentary for this.

Invest in your staff today!

  • Professional level (value of $50 a month)
  • Online education library ($3000 + Value)
  • Live check-ins with Jackie's Experts 3 x a month (Value of $2000 / month)
  • The first-ever offering to elevate, train, and retain your team!

Secure your Seat

 

 

Meet your Coach

Looking for Practical and Efficient Accounting Solutions? Meet Your Coach Jackie Meyer, CPA. She offers a wealth of experience and expertise in tax strategies. She founded an award-winning CPA firm from 2010 to 2022 and established a SaaS Tax Advisory Platform, TaxPlanIQ, and a Certified Concierge Accountant Mastermind. Jackie's approach is based on The ROI Method™, which emphasizes pricing model changes to better align with value. Additionally, it addresses cultural and workaholic tendencies that can lead to burnout and turnover, ensuring a more sustainable and productive work environment. 

 

How it works

Let's see if this program is the right fit for your firm.

Step 1
Watch the ROI method session with Jackie to see if you align with her teaching style and concepts, or schedule a call with our team for a Q&A here.

Step 2
We work together on a plan for your success.

Step 3

Join CCTA, implement what you learn, and Start seeing results.

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Learn all about tax strategies

As an accountant, expanding your services to offer tax advisory can bring in more clients and increase your revenue. With tax laws constantly changing, learning the most effective strategies is important to provide the best advice to your clients. Our tax planning masterclass for accountants is designed to do just that. Here are some benefits of taking our masterclass:

 

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Identify tax savings

Learn how to identify tax-saving opportunities for your clients
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Incorporate Tax Advisory Services

Understand how to incorporate tax planning into your accounting firm services
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Research Tax laws and regulations

Use our resources to research the latest tax laws and regulations to ensure compliance for your clients
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Community

Network with other accountants and learn from their experiences.
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Earn CPE Credits

Earn continuing education credits provided by CPAAcademy.org
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Train your staff

Add key players of your team to learn alongside you

By taking our tax planning masterclass, you'll be equipped with the knowledge and skills to provide valuable tax advisory services to your clients and help them achieve their financial goals.

With Certified Concierge Tax Accountant Masterclass

Become a Certified Concierge Tax Advisor.  

Rather than seeking more clients to serve, consider increasing the value of the services you provide to current ones by helping them save thousands of dollars on taxes. By becoming a Certified Concierge Tax Accountant, you'll gain the expertise and assurance to offer your clients more comprehensive services and help your business grow. Don't wait. Start today!

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Topics include

checkmark Value Pricing

checkmark Charitable planning

checkmark Individual tax strategies

checkmark  Entity selection

checkmark FLP/ C- Corp

checkmark  Passive and non-passive

checkmark Real estate strategies

checkmark  Retirement contributions 

checkmark R&D, Micro, and more...

 

You will also receive

checkmark Live tax plans from students

checkmark Tax plan implementation examples and process

checkmark  Marketing templates

checkmark Guest speakers

checkmark VIP Exclusive event invitations

checkmark 18 hours CPE Minimum

 

 

COMPLETE THIS FORM TO WATCH HOW SHIRLEY TRANSFORMED HER FIRM & CASH FLOW

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Upcoming Events

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Live Sessions | Account Leader

Our experience has shown that small, focused groups are the most effective for accountants. This is because it allows us to support each other while holding one another accountable. We meet on Zoom most Thursdays, with the third Thursday off.

Weekly on Thursdays

11 AM CST

Online

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Live Sessions | Key Player

Our experience has shown that small, focused groups are the most effective for accountants. This is because it allows us to support each other while holding one another accountable. We meet on Zoom most Thursdays, with the third Thursday off.

Weekly on Thursdays

10 AM - 11AM CST

Online

"I'm thrilled to share that after completing the Certified Concierge Tax Accountant Masterclass, I've gained valuable knowledge and strategies to develop comprehensive tax plans for my clients. Thanks to this program, I've successfully pitched and implemented these plans, resulting in an impressive $30K increase in monthly revenue. I highly recommend this masterclass to any tax professional looking to take their career to the next level."

Alexandra Thompson, CPA New York, NY

"As a proud participant in the Certified Concierge Tax Accountant Masterclass, I can confidently say that implementing the ROI method has completely transformed my pricing structure. With my newfound knowledge and strategies, I am now equipped to offer top-notch tax advisory services to my clients. Thank you for this invaluable experience!"

Kevin Cross CPA Woodstock, Georgia