- 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
Embarking on the CCTA journey means:
Stay current with ever-changing tax laws and regulations, ensuring timely, compliant services.
With CCTA, you get:
Thrice Monthly Small Group Sessions: To ensure personalized attention and maximized learning.
Online Access to Course Materials: Our comprehensive library of pre-recorded content prepares you for active class participation.
Weekly Interactive Classes: Real-world cases and direct guidance ensure immediate, scalable tax plans.
Exclusive Tax Labs: Gain weekly access to case studies where our experts design tax plans.
CPE 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.
Become a Certified Concierge Tax Advisor!
Individual tax strategies
Passive and non-passive
Real estate strategies
R&D, Micro, and more...
Learn all about tax strategies
Here are some benefits of taking our masterclass:
Identify Tax SavingsLearn how to identify tax-saving opportunities for your clients!
CommunityNetwork with other accountants and learn from their experiences!
Incorporate Tax Advisory ServicesUnderstand how to incorporate tax planning into your accounting firm services.
Earn CPE CreditsEarn continuing education credits provided by CPAAcademy.org
Learn Tax Laws and RegulationsUse our resources to research the latest tax laws and regulations to ensure compliance for your clients.
Equip Your StaffAdd key players of your team to learn alongside you!