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LIMITED TIME

A Gift is Waiting For You

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Where are you in your tax planning journey?

I’m an advanced tax planner, and charge premium fees for it.

I give away free tax planning advice and want to start charging for it.

I don’t currently offer tax planning, but understand how to do it.

I’m thinking about offering tax planning, but need to learn how to do it.

did you know

TaxPlanIQ is the most affordable tax planning software with more strategies and functionality than the competition.

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did you know

Accountants who make the leap from free advice to charging premium fees achieve 30%+ growth rates – far surpassing the traditional 9.1% firm growth rate.

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did you know

Accountants who add tax planning to their firm achieve 30%+ growth rates – far surpassing the traditional 9.1% firm growth rate.

By signing up to our newsletter you accept our privacy policy. Your personal data will be processed so that we can contact you about our products via email. Read our privacy policy for more information.

did you know

The TaxPlanIQ Growth Plan includes 1:1 expert review of your tax plans before you present to clients, plus tons of other learning opportunities including top notch CPE credits to set your firm up for tax planning success!

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Your Discount is 10% OFF any TaxPlanIQ plan. 

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Your Discount is 10% OFF any TaxPlanIQ plan. 

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Your Discount is 10% OFF any TaxPlanIQ plan. 

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Your Discount is 10% OFF any TaxPlanIQ plan. 

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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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A Sneak Peak at Jackie's Upcoming Book!

The Balanced Millionaire - Advisor Edition: How to Grow a 7 figure firm in 4 hours a week (DRAFT).

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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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