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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.



Online, Public Free

Accounting Thought Leader Panel - AI #ChatGPT

Thought leaders discuss how #chatgpt will impact the accounting profession.


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!


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!


8:30 PM CT// 7:30 MT

ARIA Resort & Casino, Las Vegas, Nevada

Dallas Fort Worth Meetup

Get together with Chuck, Jackie, and fellow accountants in the Dallas area.


12 pm CST - 1 PM CST

Southake, TX, Private to CCA & CCTA students, Free


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


11 AM


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


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


Online For 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


Online, Private for 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

Monthly on Wed


Online, Private for 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


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


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 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

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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