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Jackie Meyer, CPA, CTS, CCA, Doctoral Candidate

Meyer Tax Consulting LLC
President and Founder
cpa@meyertax.com
888-272-1258

Meyertaxconsulting

Jackie Meyer is CEO and Founder of TaxPlanIQ, Certified Concierge Accountant Trainings, and Meyer Tax The Concierge CPA. Jackie specializes in providing innovative tax strategies and coaching programs, such as Certified Concierge Accountant Masterminds, to executive clientele for a high return on investment. She leads her own team of top-tier accountants spanning across the US operating with 100% virtual workflows and is a top-rated speaker, business coach, and social media influencer (Join the Facebook group: Accounting Firm Influencers) with thousands of students and followers. 

She served on the Intuit Tax Council (2016-2019) and the Forbes Finance Council (2019-present). Recent honors include 40 under 40 CPA Advisor Winner (2018/2019/2020) and AICTC (American Institute of Certified Tax Coaches) member of the year (2019). Jackie is a proud proponent for lifelong learning and will complete her Doctorate in Strategic Leadership from Regent University.

Her passion is coaching accounting firm owners, that enjoy tax planning, on exactly what to do to become more efficient, provide a higher return on investment, work with ideal clients, and spend their time bridging passion and purpose in the lives around them. Read more at jackiemeyercpa.com

 

About Us: Our CPA firm, is a full-service, tax preparation accounting firm focusing on family owned businesses and advanced personal taxation. We provide tax preparation with the personalization that is needed with high net wealth clientele's evolving needs. As a CPA firm, we keep up-to-date with the changing tax laws and adhere to certain ethical standards and codes of professional conduct established by governmental bodies and peer organizations.

Upcoming Live Webinars

SECTION 139 DISASTER RELIEF: ALLOWING BUSINESSES TO DEDUCT PERSONAL COSTS

Available Date(s)
Thursday, December 16, 2021: 4:00PM EST

CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     We've reached capacity for the 11/30 presentation date. To accommodate our members, we've opened up a limited number of extra spaces for a small fee. If you have already registered for this webinar, there is no need to pay this accommodation fee. 

Archived Webinars Offered

CHARGE WHAT YOU'RE WORTH WITH TAX PLANNING

Date RecordedDecember 1, 2021  CostFREE  Course Length2.0 hours  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm    

SECTION 139 DISASTER RELIEF: ALLOWING BUSINESSES TO DEDUCT PERSONAL COSTS

Date RecordedNovember 30, 2021  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other    

PUBLIC ACCOUNTING HOT TOPICS: SEPTEMBER 2020

Date RecordedSeptember 18, 2020  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

SECTION 139 DISASTER RELIEF: ALLOW BUSINESSES TO DEDUCT PERSONAL COSTS

Date RecordedJuly 7, 2020  Cost$20.00  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other    

CLIENT RETENTION: THE FOREVER FORMULA

Date RecordedJune 30, 2020  CostFREE  Course Length1.0 hour  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

GOING VIRTUAL, BOTH INTERNALLY AND EXTERNALLY!

Date RecordedApril 27, 2020  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

YOUR VIRTUAL VACCINE: ESSENTIALS FOR THE MODERN TAX FIRM

Date RecordedApril 24, 2020  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

QUALIFIED BUSINESS INCOME YEAR 2 TRAPS AND TRICKS

Date RecordedDecember 23, 2019  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other    

MAKE BUSY SEASON GREAT AGAIN! FIX, PREVENT, AND IMPLEMENT

Date RecordedMay 3, 2019  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodPrivate Event  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

SCHEDULE BY SCHEDULE: KEY STRATEGIES ON THE POSTCARD 1040

Date RecordedFebruary 22, 2019  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelIntermediate  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Enrolled Agent, Other    

YEAR-END TAX STRATEGIES FOR ACCOUNTING FIRM INFLUENCERS AND THEIR CLIENTS

Date RecordedNovember 15, 2018  CostFREE  Course Length2.0 hours  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other    

YEAR-END TAX UPDATE: THE DAILY EVOLUTION OF WHAT TO TELL YOUR CLIENTS

Date RecordedDecember 20, 2017  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other