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Becoming indispensable: The ROI Method™ of Tax Advisory Services (TAS) Flywheel
Learn how to become indispensable in the accounting profession by unleashing exponential growth at your firm with the combined power of The ROI Method™ of Tax Advisory Services (TAS) Flywheel.
Bi-Weekly
10 AM CDT/ 3 PM CDT
Online, Public Free
Accounting Thought Leader Panel - AI #ChatGPT
Thought leaders discuss how #chatgpt will impact the accounting profession.
05/25/2023
10 AM CST- 11 AM CST
Online, Public, Free
10-Day Tax Planning Challenge | Live Challenge
Learn how to create, pitch, and close a tax plan in 10 days!
05/30/2023
12 pm CST
online, Public, $
AICPA Engage Conference
ENGAGE 23 will help you evolve by turning the pace of change from a challenge to an opportunity.
June 5th to June 8th, 2023
8 am - 5 pm MDT
ARIA Resort & Casino, Las Vegas, Nevada
AFI Vegas Meetup
Tentative time and place for accountants, influencers, and supporters to meet up at AICPA Engage. See me at the AICPA accelerator booth as well!
06/06/2023
8:30 PM CT// 7:30 MT
ARIA Resort & Casino, Las Vegas, Nevada
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Dallas Fort Worth Meetup
Get together with Chuck, Jackie, and fellow accountants in the Dallas area.
06/19/2023
12 pm CST - 1 PM CST
Southake, TX, Private to CCA & CCTA students, Free
TaxPlanIQ VIP Q&A
Open Q&A with Jackie Meyer for TaxplanIQ customers. *It is necessary to be a current customer and to have attended one of our Onboarding sessions
06/22/2023
11 AM
Online
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.
Weekly on Mon, Tues, and Wed
11 AM CST
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.
Weekly on Tues & Thurs
12 PM CST
Online For TaxPlanIQ.com trial or paid users
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 Wed
1 PM CST
Online, Private for TaxPlanIQ.com paid users
TaxPlanIQ Power Hour Series
TaxPlanIQ's tax strategy webinars feature our favorite tax strategies and preferred vendors, all while earning CPE provided by CPA Academy. To learn more email Support@TaxPlanIQ.com
Monthly on Wed
2 PM CST
Online, Private for TaxPlanIQ.com paid users
CCTA | Certified Concierge Tax Accountant
You and your team can learn tax strategies' do's and don'ts. Three live group sessions a month.
Weekly on Thursdays
10 AM CST/ 11 AM CST
Online, Private, $$
CCA | Certified Concierge Accountant Mastermind
Level up your accounting firm with Coach Chuck Bauer and Jackie Meyer CPA. You don't have to be into taxes, but you do need to be into better health, wealth, & relationships at your firm!
Weekly on Thursdays
1 PM CST / 2 PM CST
Online, Private, $$$
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CCA Monthly Q & A
Get together with Coaches Jackie Meyer, Chuck Bauer, and all current Coaching students for your Q&A.
Monthly on Thursday
11 AM CST
Online, Private to current coaching clients
The Executive Touch in Paradise
Jackie will be a featured speaker! Hosted by Angie Toney, CPA. A Jamaican retreat to rest, rejuvenate, and reach that next level of success. Join us to discuss IRS representation, TaxPlanIQ, and Tax Advisory services.
July 5th - July 8th, 2023
Virtual and In-person in Montego Bay, Jamaica, Public, $$
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
Need help getting started with TaxPlanIQ?
Look no further. Our dedicated team are experts in helping you get the most out of your tax planning efforts so that you see a quick return on your investment.
Start your free trial
Ready to become indispensable to your clients and build a business you love? Try TaxPlanIQ free for fourteen days and follow our proven process to see a measurable ROI.
