Customer Updates & Newsletter

(Includes exclusive event invitations for our users)

May 2023

*Important* Customer Service Communications

Latest TaxPlanIQ Software Updates

• • Check out our new interface and Dashboard! We'd love to hear your thoughts on our new client experience.

• • Coming Soon: Zapier Integration! Our team is working hard to get you Zapier integrations. If you have any requests, please let us know. We're eager to hear your feedback!
  • We've linked our VIP events in TaxPlanIQ. Say goodbye to searching for our tax labs, power hours, and more! 

Latest TaxPlanIQ Community Updates

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 May 24th at 2 PM CST. We will discuss Deferred Sales trust with Capital Gain Solutions.  

Register Now

Bonus  VIP Q & A Session

Jackie is hosting a Q&A Session for you- our VIP's to answer any questions about getting the most out of TaxPlanIQ.  Join her on May 24th at 12 PM - 1 PM CST

Register here

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.  

Learn tax strategies with our Concierge Tax Accountant Masterclass - Train your Team as well!

As an accountant, you’ll need to go beyond simply crunching numbers to help your clients maximize their opportunities for tax savings. Providing them with tax advice and educating them on the importance of tax planning. Need help learning tax strategies and how to value price?

From our community

The hard truth is that most tax accountants are only tax preparers. - Jackie Meyer CPA, CCTA

10 Days to Close a Tax Plan Challenge

We have had such great success with this highly requested challenge.  We start the challenge on May 29th but don't wait to sign up, it's getting full quickly! 

Share the Challenge with fellow Accountants!

I’m there now, but I think it was initially fear. Fear of the transition and how it would be received, losing clients and not helping everyone I could, and fear of quoting the price. It’s a mental shift and honestly I’m still in transition but it’s getting easier and easier.- Karitsa Kerns

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. 

Deferred Sales Trust

Paul has specialized in reasonable compensation for small businesses for nearly a decade. He explains how this concept relates to s-corps and how RCReports can be a valuable tool for tax advisors.

 "Smashing the glass ceiling"

Calling All Women Entrepreneurs! 

7 Strategies For Women In Accounting

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

“We LOVE TaxPlanIQ. It has truly been a game changer for working with prospective clients. Being able to show them the ROI analysis allows us to look SO professional and put together. We are so grateful for this tool and would highly recommend to any tax planning professional!"

—Tiffany Johnson CPA, CFP Selwyn & Associates

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