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Transform Your Accounting Career with the Certified Concierge Tax Accountant Masterclass


Learn How to Confidently Sell a Tax Plan for $20K in Fees Within 6 Months!



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Transform Your Accounting Career with the Certified Concierge Tax Accountant Masterclass

Note: We accept a limited number of students each month for the following month, and if the checkout page is available then we are accepting students.

Welcome to your next big step, the Certified Concierge Tax Accountant (CCTA) Masterclass.
  • Unlock a comprehensive understanding of advanced tax planning strategies
  • Dive into the world of specialized tax knowledge, pushing you closer to massive success
  • Become the empowered, proficient and in-demand tax expert that your clients need!
  • Learn how to confidently offer and sell tax plans worth $20,000 in just six months

 

 

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Transform Your Accounting Career with the Certified Concierge Tax Accountant Masterclass

Note: We accept a limited number of students each month for the following month, and if the checkout page is available then we are accepting students.

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Embarking on the CCTA journey means:

 
icon2Gain comprehensive, practical knowledge of complex tax planning strategies.
 
icon2Upgrading your portfolio with high-value tax planning services, enhancing client satisfaction
icon2Enhanced service with tailored, sophisticated tax solutions, boosting satisfaction & retention.
 
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Stay current with ever-changing tax laws and regulations, ensuring timely, compliant services.

Become the #1 Tax Advisory Expert For Your Clients!
 

With CCTA, you get:

icon3Thrice Monthly Small Group Sessions: To ensure personalized attention and maximized learning.

icon3Online Access to Course Materials: Our comprehensive library of pre-recorded content prepares you for active class participation.

icon3Weekly Interactive Classes: Real-world cases and direct guidance ensure immediate, scalable tax plans.

icon3Exclusive Tax Labs: Gain weekly access to case studies where our experts design tax plans.

icon3CPE Credits: Earn a minimum of 18 CPE credits for attending live sessions.

Ready for practical, efficient accounting solutions?


Meet Jackie Meyer, CPA, your CCTA coach. Jackie offers a wealth of experience in tax strategies. Founder of an award-winning CPA firm (2010-2022) and the SaaS Tax Advisory Platform, TaxPlanIQ, and a Certified Concierge Accountant Mastermind, she's no stranger to success. Her approach, based on The ROI Method™, addresses cultural and workaholic tendencies that lead to burnout and turnover, paving the way for a more sustainable work environment.



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Transform Your Accounting Career with the Certified Concierge Tax Accountant Masterclass

Note: We accept a limited number of students each month for the following month, and if the checkout page is available then we are accepting students.

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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!


Topics Include


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Value Pricing


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Charitable planning


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Individual tax strategies


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Entity selection


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FLP/ C-Corp


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Passive and non-passive


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Real estate strategies


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Retirement contributions


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R&D, Micro, and more...

 

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You will also receive


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Live tax plans from students


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Tax plan implementation examples and process


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Guest speakers


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VIP Exclusive event invitations


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18 hours CPE Minimum


 

Learn all about tax strategies 

As an accountant, expanding your service 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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Community

Network with other accountants and learn from their experiences!

 

 

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Incorporate Tax Advisory Services

Understand how to incorporate tax planning into your accounting firm services.


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Earn CPE Credits

Earn continuing education credits provided by CPAAcademy.org

 

 

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Learn 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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Equip Your Staff

Add key players of your team to learn alongside you!

 

 

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Transform Your Accounting Career with the Certified Concierge Tax Accountant Masterclass

Note: We accept a limited number of students each month for the following month, and if the checkout page is available then we are accepting students.

Membership Tiers


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Transform Your Accounting Career with the Certified Concierge Tax Accountant Masterclass

Note: We accept a limited number of students each month for the following month, and if the checkout page is available then we are accepting students.


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"TaxPlanIQ software and the Certified Concierge Tax Accountant Team has transformed my business as a CPA based in California. In the time since incorporating it into my practice, I've experienced a significant increase in revenue. By focusing on tax planning packages, 85% of my practice has transitioned from compliance-only work, resulting in substantial growth. I employ effective strategies like leading with tax planning for every prospective client and using the ROI Method™ to showcase the potential return on investment. The TaxPlanIQ software's ACTUAL feature helps me measure success, and despite staffing challenges, I've learned to maintain work-life balance. I highly recommend the CCTA class to other accountants seeking guidance."
 
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Tiffany Johnson, CPA

"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

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