Get a Demo
Mission: Better Health, Wealth, & Relationships At Your Accounting Firm!
We Level Up Your Accounting Firm, From Industry Best Practices to Tax Advisory Optimization.

Get A Custom Quote

On-Site Or Zoom-Based Training & Consulting. We Only Work With Clients We Can Find A...

200%+ ROI, guaranteed.


*Please note that consulting is available on a limited basis for those we can provide transformational assistance and that we get along well with. So please provide as much information as possible!*


Customer Satisfaction Rate


Training Topics


Coaching students

300%+ Avg



Passion & Purpose

Our Talented Team



Interested in Joining our Team?

Email us

TaxPlanIQ team photos- Jackie

Jackie Meyer CPA, CCA, Doctoral Candidate

TaxPlanIQ Founder & Coach

TaxPlanIQ team photo- Veronica

Veronica Herrera, CPA

CFO and Advanced Tax Strategist

The team behind the consultants

There are many people who make us the best of the best behind the scenes!

Prefer Group Coaching?

CCA program: Certified Concierge Accountant

Provides top Accounting Firm Best Practices with co/coaches Chuck Bauer and Jackie Meyer, CPA.

Submit an application or join the waitlist for our next 6 month mastermind with 15 of your (new best friend) peers. Focusing on the top best practices for any accounting firm to level up. The website lists the exact 18 topics from time mastery to boundaries and communication guidelines with clients, ending with the entire potential client onboarding process to master discovery/conclusion meetings and their onboarding experience. The application is at and it does provide 18 hours of CPE.


CCTA program: Certified Concierge Tax Advisor

Jackie Meyer, CPA and Veronica Herrera, CPA coach firm owners and key players on adding Tax Advisory Services to their firm.

Submit an application or join the waitlist.

Topics Include:

-Technical strategies

-Value Pricing

-The ROI Method(tm)

-Workflow Processes



Ready to level up your firm?

Simple e-mail Jackie HERE.

We take your success personally.

See Our Next Events!