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TaxPlanIQ Demo

Our TaxPlanIQ demo will give you an overview of how we can help you and your team with tax planning, organization, efficiency, and increased value.

Daily M- F

As available

Online, Public, Free

TaxPlanIQ Onboarding Session

Onboarding sessions help you set up a client and build a tax plan. This is a WORKSHOP using templated client data that we present.

Daily M-F

As needed

Online For trial or Current subscribers

TaxPlanIQ Tax Lab

TaxPlanIQ subscribers and Coaching students can join us as we review tax strategies and plans. Users submit their own client's data for us to support the client sales and onboarding process. Priceless!

Weekly on Thursdays


Online, Private for paid users

TaxPlanIQ Power Hour

Jackie Meyer, CPA, meets with Chase Ravsten, a Registered Representative of Vistia Capital, LLC, Member FINRA, SIPC. They discuss Oil & Gas Investments. This strategy focuses on investing in the oil and gas sector, encompassing direct investments in oil and gas projects, participation in Master Limited Partnerships (MLPs), and ownership of oil and gas royalties. It offers potential tax advantages, such as deductions for Intangible Drilling Costs (IDCs) and depletion allowances, along with the liquidity and tax benefits of MLPs, and the steady income stream from oil and gas royalties. Earn 1 hour of CPE provided by CPA Academy. For more information, email

April 30th, 2024


Online, Private for paid users

Monthly Q&A Session

Meet with one of our Tax Experts in a group setting to ask for any Q&A. This is held monthly and CCTA Students with The Advanced Plan have first priority.

Monthly on 2nd Tuesday



10-Days to Closing a Tax Plan Challenge

Join TaxPlanIQ's 10-Days To Closing A Tax Plan 'Self-Guided' Challenge!Learn How to Create, Pitch, and Close a Tax Plan in Just 10 Days!

Daily M-F

As available

Online, Public, Free

Featured Articles

Featured Spotlight: Marc Schnoll

May 15, 2023 TaxPlanIQ Support team

TaxPlanIQ is committed to the ongoing education and implementation of tax strategies. Periodically, we feature TaxPlanIQ users who have experienced...

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TaxPlanIQ Software Updates

March 4, 2022 TaxPlanIQ Support team

TaxPlanIQ CEO Jackie Meyer spent some time demoing the new updates for TaxPlanIQ. She described these updates as “new enhancements and features… that...

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Potential Client Process for Value Pricing

February 17, 2022 TaxPlanIQ Support team

Now that you’ve seen the benefits and transformative potential that implementing value pricing can have for your firm, it’s time to take the first...

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Value Pricing and Tax Planning

February 10, 2022 TaxPlanIQ Support team

In part one, we covered the merits of value pricing and how it benefits accounting firms. We also covered why hourly pricing will, for the most part,...

Read More

About Jackie

Jackie Meyer is a renowned honoree of 40 under 40 since 2018, having established an award-winning CPA firm called Meyer Tax Consulting from 2010 to 2022. She is now the founder of TaxPlanIQ, a SaaS Tax Advisory Platform chosen for the AICPA 2023 Accelerator Cohort. Jackie uses her extensive experience and unique approach, The ROI Method(TM), to help accounting firms thrive in the face of challenges. With her leadership and expertise, she is dedicated to promoting better health, wealth, and relationships for accountants and creating a bright future full of opportunities for the accounting profession.

About Jackie Meyer- sit

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