Customer Updates & Newsletter

(Includes exclusive event invitations for our users)

July 2023

*Important* Customer Service Communications

Latest TaxPlanIQ Updates

TaxPlanIQ is always working to make your experience better!  We have added some new enhancements to the site to provide you with additional information right at your fingertips!  

• Do you struggle to determine how much to charge for your fee?  We're here to help with that!  We have added a "Suggested Fee" button to the fees section, to help you calculate just how much you should be charging for a tax plan.  
  
• We have also added a default status of "Both" to the "Applicable To" section of the tax strategies.  Now the status will automatically be set to "Both", and you can toggle down to "Individual" or "Business" as needed.
  
• Lastly, we have added pop-up info boxes over the categories within the Tax Plan.  Now, you can have a description of what each field is and how you can change or adjust the information accordingly.   

Community Updates

Unleashing the Power of Tax Advisory Services with

TaxPlanIQ & Tax Dome 

This month, we are thrilled to invite you to a one-of-a-kind opportunity to turbocharge your advisory success, by learning directly from industry leaders: Jackie Meyer of TaxPlanIQ, and Jessica Smith and Jamie Gruol from Workflows for Tax Pros.  These experts will unveil powerful tools, techniques, and best practices that are driving the most successful tax advisory services today. You'll walk away with a clear roadmap for leveraging cutting-edge technology in your firm to deliver exceptional services and results!  Join us on July 18th, 12 pm CDT.
  Register here

Give $100, Get $100... Have you Checked out our new Referral Program?!

TaxPlanIQ's Referral Program is in full swing!  When you refer a friend to TaxPlanIQ, they receive a $100 dollar discount code.  If they use TaxPlanIQ for 30 days, YOU get $100.  Join the others who are already earning extra cash!  Visit Referral Program to learn more.  

CPE Course

We have a *NEW* Power Hour Series with 1 Hour of CPE only available to TaxPlanIQ users.  Each month we will feature a tax strategy and a vetted vendor.  Jackie shares how to use this strategy and discusses opportunities and risks alongside the expert. This is a pre-recorded session with a Live Q&A chat with Veronica, our Tax Expert, and 1 Hour of CPE.   Our next session is July 19th at 2 PM CDT. We will discuss Defined Benefit Plans with David Podell of Business Benefits Consultants. 

Register Now

Webinar Alert

Becoming indispensable: The ROI Method™ of Tax Advisory Services (TAS) Flywheel

There is still time to 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.   Register with CPA academy

More Events

Visit our Events page to see the latest updates. 

If you need help with a specific tax plan, we got you! Join a case study lab to build a tax plan together.   Our Tax Lab meets every Wednesday via zoom from 1-2 pm CDT.   Click the Tax Lab button below to learn more! Or we now have one on one consults and can send you a link.

Going Places

TaxPlanIQ is in Paradise!

We took TaxPlanIQ all the way to Jamaica for the Executive Touch in Paradise Retreat.  Jackie was able to present how TaxPlanIQ can transform your firm while soaking up the sun in the Tropics!  What a trip! 

Certified Concierge Accountant Luncheon

We had a wonderful time at the CCA Luncheon in June!  Jackie and Chuck were joined by some current and former coaching students, and also two of the TaxPlanIQ team members, Amy and Veronica!  We had a wonderful time catching up on life, business, and discussing ways we can continue to make TaxPlanIQ a greater asset in the Accounting Industry.  

Thoughts From Our Community

I used to think leading was all about tasks and efficiency.  That's easy to do as an accountant, but leadership is not about that whatsoever.  It's not about efficiency.  Leadership is about effectiveness.

- Jackie Meyer CPA

How would you like to be a part of an e-book you can proudly share with your clients?  Jackie is curating a guide spotlighting the most critical pitfalls tax preparers often fall into when advising clients.  Comment with your wisdom on the Facebook post by clicking the button below, and gain the possibility of being featured in the e-book!

The 10 Days to Close a Tax Plan LIVE Challenge is almost here!

Are you tired of the stress and confusion that comes with tax planning? Do you want to take control of your finances and maximize your tax savings? Look no further! We are excited to kick off  our next 10 Days to Close a Tax Plan LIVE Challenge, starting on August 7th.  Click the button below to join the waitlist.

Share the Challenge with fellow Accountants!

Resources to elevate your value

The Concierge CPA Podcast

Jackie Meyer covers a wide range of topics and let guests share their stories, expertise, and their hearts. 

Why You Should Be In A Serious (Work) Relationship With A Tax Advisor

Too many people have annual interactions with their tax preparer like a brief, intense fling - a stressful but simple affair where we deal with complex financial details once a year and then move on.  To learn more about the benefits of a long-term relationship with your clients, check out Jackie's latest article on Forbes!

 "Overcoming Challenges and Unlocking Success as a Tax Advisor with TaxPlanIQ"

Dive deep with our latest blog article as we take a look at how TaxPlanIQ can help you overcome common challenges and improve your success!

3X Revenue with the ROI Method™

Wondered what this "ROI Method" of tax planning is all about? Is it ethical? How does it triple to quadruple your tax advisory services while also significantly increasing client retention and relationships? Check out this complimentary NEW video on it with Jackie Meyer, CPA

Tax planning testimonials

“TaxPlanIQ is really a member of your firm.  When you come to utilize it properly, there is so much information - a wealth of knowledge that has been curated from other really smart tax planners - that it really becomes an extension of your firm.”

—Greg O'Brien, CPA, CTS 

Co-CEO of Anomaly Accounting and Tax Services

TaxPlanIQ was able to help Greg lead and support his team by providing tax strategies and information, reducing the bottleneck of task completion within the firm.