Customer Updates & Newsletter

(Includes exclusive event invitations for our users)

June 2023

*Important* Customer Service Communications

Latest TaxPlanIQ Software Updates

• • TaxPlanIQ has received a makeover! We've been working hard to beautify every page and feature of TaxPlanIQ.  We'd love to hear your thoughts on our new look and how it is functioning for you.  Just hit reply!

• • Our Zapier Integration is here! Thank you for your feedback.  We listened to your ideas and released the new Zapier Integration. If you are enjoying the results, please let us know. We're eager to hear how it’s working for you!
    
    
  • Don't forget to check out our VIP events in TaxPlanIQ. You can  easily find our tax labs, power hours, and more! Now conveniently in your left hand navigation. 
    
    

Latest TaxPlanIQ Community Updates

VIP Q&A and Updates with Founder Jackie Meyer

Join Jackie as she shows the brand new design of TaxPlanIQ, discusses our 2.0 roadmap including an AI assistant to make you 70% more efficient, 3rd party integrations, and open Q&A. Be ready for some fun! June 22nd at 11am CDT.  Register here

Give $100, Get $100... Our New Referral Program is Here!!

How does some extra cash sound?    TaxPlanIQ is unveiling its new Referral Program!  When you refer a friend to TaxPlanIQ, they receive a $100 dollar discount code.  If they use TaxPlanIQ for 30 days, YOU get $100!  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 one is June 28th at 2 PM CDT. We will discuss Charitable LLC with Alex Sonkin of The Due Diligence Project . 

Register Now

Webinar Alert

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.   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 making the rounds!

We have loved seeing many new and familiar faces at Tax Advisory Conferences lately.  Veronica (our CFO), Ola (our product manager) and Jackie (our fearless leader) participated in Tax Growth Con last month in Southlake, TX.    

AICPA ENGAGE Conference

At the beginning of June Jackie attended ENGAGE in Las Vegas.  It was a week filled with networking, knowledge and new information! We also officially accepted AICPA Accelerator Cohort of 2023 and did a CPA Practice Advisor 40 under 40 day.

Thoughts From Our Community

Taking risks can be scary, but it is often necessary to achieve success in accounting. - Jackie Meyer CPA

"I was in a CPE... today and we gave a shout out to TaxPlanIQ...It has been a great addition to our practice.  Diversifying to stay relevant is my plan. " - James Upton III, EA

10 Days to Close a Tax Plan Evergreen Challenge

We have had such great success with our highly requested Live Challenge*, that we've decided to make an FREE Evergreen event.  The Evergreen Challenge runs continuously, so don't wait to sign up...you're just days away from radically changing the success of your firm! 

Share the Challenge with fellow Accountants!

*Prefer the excitement of the Live Challenge?  Our next Live group will begin August 7th.  Stay tuned for additional details! 

"I absolutely loved the Tax Planning Masterclass.  It provides great information while also giving you a community and hands on experience and examples.  Thank you for all you do Jackie.  I will be back."  - Felicia Barbee

Register by 6/23 and get $1,000 off the next Masterclass!

Use code 3XROI1000 at checkout

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. 

AI in the News

As Artificial Intelligence dominates the news, many industries are wondering what changes are coming...and if there will be any benefits.  Take a look at how AI  will impact the Tax Advisory Industry...and how you can embrace those changes now!

 "The Four Hour Work Week - Not Weekend!"

Jackie discusses how Tim Ferris' Book 'The Four Hour Work Week' and  coaching changed her life.

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

“My aim is to create a proactive plan, optimize income, and minimize taxes.  Since I made the shift to tax planning, TaxPlanIQ has allowed me to hit the ground running. The professionalism of the SaaS platform and the resources and support that the company provides helps create direction so it’s easy to get up and running. My business would not be where it is today without TaxPlanIQ.”

—Kristin Kippen EA, Owner at Strategic Tax Planning

TaxPlanIQ was able to help Kristin close deals by providing simple-to-create ROI calculations and simplify client interaction. Join the waitlist for white glove Consulting