Certified Concierge Tax Accountant

By prioritizing tax strategy education and operational efficiencies for your Tax manager with a Key Player Seat, you can empower them to become trusted advisors to your clients. Their expertise will allow your firm to deliver tailored solutions, maximize tax efficiency, enhance compliance, and foster long-term success.

Embrace this opportunity to elevate your firm's capabilities, and together, let's create a future of prosperity and financial well-being for your clients.

Key Player

$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 commitment. A deposit of $2,400 (three months) is required, then $655 per month for the remaining 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!

Learn all about tax strategies

&

Tax advisory operational efficiencies.

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:

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.

Some firms operate in a reactive mode, waiting for clients to seek their services instead of taking a proactive stance. This limits their growth potential and fails to position them as trusted advisors.

The Certified Concierge Tax Accountant (CCTA) program for accounting leaders and key players emphasizes a proactive approach to client engagement. Accountants learn strategies for identifying clients' needs, anticipating their tax planning requirements, and taking the initiative to offer valuable insights and solutions. As well as create operational efficiencies for a tax advisory team

Topics include

Client relationships

Hiring best practices

Managing a team of "project managers"

operational efficiencies

Value Pricing

Packaging

Charitable planning

Individual tax strategies

Entity selection

FLP/ C- Corp

Passive and non-passive

Real estate strategies

Retirement contributions

R&D, Micro, and more...

You will also receive

Live tax plans from students

Tax plan implementation examples and process

Marketing templates

KPI templates, Hiring ad examples, Accountability charts

Guest speakers

VIP Exclusive event invitations

18 hours CPE Minimum

Upcoming Events

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

Live Sessions | Key Player

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

Certified Concierge Tax Accountant

A Tax Advisor Academy

Key Player Seat

Embrace this opportunity to elevate your firm's capabilities, and together, let's create a future of prosperity and financial well-being for your clients.

Learn all about tax strategies

&

Tax advisory operational efficiencies.

Client relationships

Unlock hidden opportunities

Hiring best practices

Operational SOP's

KPI's

Earn CPE Credits

Empower Your Accounting Team. Invest in tax strategy education & equip your accounting team with the knowledge and skills to deliver exceptional tax services.