Join Jackie Meyer, CEO and host of The Concierge CPA podcast, as she helps firm owners become more efficient, profitable, and balanced leaders.

Learn practical strategies for tax planning, ideal client attraction, and reclaiming your personal time.

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Special Podcast Listener Discount:

As a valued podcast listener, you're invited to experience TaxPlanIQ firsthand. Use the exclusive podcast code PODCAST20 at checkout and instantly receive 20% off your first 3 months!

Exclusive Free Resources for Podcast Listeners:

Elevate your tax advisory services with our expertly crafted e-guides and resources: 

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The ROI Method Workbook:

Discover Jackie's revolutionary pricing model that has transformed firms nationwide, helping accountants confidently price tax planning based on value delivered.

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The Ultimate Guide to Crypto Tax Strategies for Advisors in 2025:

Navigate the complex world of cryptocurrency taxation in 2025 and provide your clients with clear, compliant, and strategic guidance.

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7 High Impact Advanced Tax Strategies for HNW Business Owners:

This guide offers a comprehensive overview of key tax strategies so you can better serve high net worth business owners.

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Stay informed, inspired, and ahead of accounting industry trends by subscribing to The Concierge CPA Podcast. Join thousands of successful accountants transforming their firms from overwhelmed tax preparers into highly profitable, strategic tax advisors.