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Events

Join us for exclusive events and let's get to know each other better! We're here to help you succeed on your journey for tax advisory services. Don't miss out - sign up now!

Top Women in Accounting: A Webinar on International Equal Pay Day

Join us on International Equal Pay Day for a candid conversation on the unique challenges women face in their professional journey. From navigating corporate hierarchies to balancing personal and professional growth, hear firsthand from "Top Women in Accounting" as they share their insights, stories, and strategies.

09/18/2023

12pm CST

Online

What's New at TaxPlanIQ

Step into the forefront of TaxPlanIQ's new features in our exclusive roundtable webinar! Join our founder, Jackie Meyer, as she unveils recent enhancements and offers a glimpse into the thrilling changes soon to come.

09/19/2023

12pm CST

Online

Tax Strategies for Small Businesses

Dive deep into a treasure trove of insights within your own Profit & Loss statement and Balance Sheet that could redefine your financial game! We're not just discussing tax. We're unlocking the SECRETS to bolster your business’s financial health.

10/03/2023

Online

AI UNLEASHED FOR ACCOUNTING FIRM MANAGEMENT: WORKSHOP USING CHATGPT-4

AI Unleashed is an immersive and hands-on workshop designed for accounting professionals seeking to revolutionize their practices by adopting AI, with a specific focus on ChatGPT-4.

10/06/2023

1pm CST

Online

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

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, $$$

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

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...

Read More

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...

Read More

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...

Read More

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
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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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