Member Since November 2023
Skills
About
My passion is blessing accounting firms with health, wealth, and relationships via results-driven coaching, consulting, and tech. Accountants and tax planners like us aren’t simply numbers crunchers. We’re strategic thinkers who add tremendous value to our clients. Yet whether you’re an army of one or lead an entire team, it seems that for every one thing you cross off your to-do list—two more take its place. The irony is that growth is a byproduct of your success. Every win I experienced in the early days of my firm was exciting and left me feeling hopeful and excited for the future. But I quickly found out that growth carried a daily grind of running my business that I wasn’t prepared for.
Jackie Meyer
Company details
TaxPlanIQ
Company bio
TaxPlanIQ is a SaaS app allowing tax firms to quote, implement & follow up with clients & staff on the ROI in tax strategies. Developed by Jackie Meyer, CPA What does taxplaniq bring to the table? A huge reduction in: a) your calculation time and errors (didn’t even know there were so many errors till taxplaniq!) b) time spent on repeatable educational content (Ie we update real-time latest q&a and CPE) and c) time spent reinventing the wheel on the firm and client tasks since we have checklists and to-do lists in the clients portal d) third party fees as we have several referrals for cost seg, reasonable comp, deferred sales trust, r&d credit, etc that give hundreds off their services to our users only It should take about 15-30 minutes to produce an entire tax plan. WITH a huge increase in fees, but most importantly tax savings to the client, doing them an amazing service and allowing you as the tax professional to dedicate more time to things you adore. Grab a special extended trial offer today at taxplaniq.com