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The World of Accounting Will Never Be the Same, Thanks to Jackie Meyer and TaxPlanIQ

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(Credit: Jackie Meyer) The World of Accounting Will Never Be the Same, Thanks to Jackie Meyer and TaxPlanIQ
April 27
12:36 PM 2022

Jackie Meyer is a CPA, certified concierge accountant, and often hailed as a modern tax planner. She is widely recognized as a group coaching mastermind, serving as a top-rated speaker, who helps accountants streamline their practices. She specializes in innovative tax strategies and applying them to her various coaching programs to help filers maximize their ROI.

The award-winning tax consultant and founder and CEO of Meyer Tax Consulting LLC, Certified Concierge Accountant mastermind , and TaxPlanIQ is the 2019 Certified Tax Planner of the Year and American Institute of Certified Tax Coaches (AICTC) Member of the Year.

Additionally, she also serves as a motivational speaker, business coach, and social media influencer and has earned the 40 Under 40 CPA Advisor Award each year since 2018. Not hard to imagine considering all her contributions to the tax planning industry.

The Birth of TaxPlanIQ

Meyer founded TaxPlanIQ as a result of the hardships brought on by the COVID-19 pandemic. Many people had to go on hold, restructure their business models, or even unfortunately close their doors for good.

Seeking to find a remedy to the fear brought on by the pandemic, Meyer dived deep into the notion that she could help develop accounting software that could help benefit the brick-and-mortar, accounting employees. This new technology, according to Meyer, should include eliminating the daunting spreadsheets, and mountains of paperwork and foregoing the possible spread of COVID-19 by making it all virtual.

Hence, following months of labor and years of troubleshooting, she implemented TaxPlanIQ.

TaxPlanIQ is a SaaS tax planning application that assists accountants in eliminating hours of tedious activities when filing for clients. The product was created for tax planners to be able to master their craft. A tool like this had previously not been available and filers were essentially expected to reinvent the wheel with each and every engagement.

"There's so much value a software like TaxPlanIQ can provide - not only to the mental health of the accountants that are trudging through compliance work, overworked and underpaid, but this SaaS platform is allowing its users to treat their clients even better. It's a win-win," Meyer mused. "With it, we are able to take tasks that normally would take accountants 4-5 hours, manually, and turn that into 15-minute tasks."

There has been a demand for this type of product for years and it only made sense to create it, which sets Meyer apart from the competition. The forward-thinking entrepreneur has ensured that the product will eliminate hours of work for planners. The application aggregates data and applies it to spreadsheets automatically, ensuring optimal workflow at firms.

That's the mission, after all, for Meyer, to attack the accounting industry with modernized strategies and techniques. Her generous spirit shines in developing this platform because she did it to help an industry riddled with frustration and obstacles that utilized outdated methods.

"I hired a software developer to sculpt my vision and ROI method format into TaxPlanIQ," said Meyer. "Any tax professional can access a free two-week trial at our website."

About Jackie Meyer

Jackie Meyer, the Concierge CPA, CEO, and Founder of TaxPlanIQ, has Certified Concierge Accountant programs through Meyer Tax Consulting that help taxpayers and entrepreneurs find the best solutions for them. Visit Jacky Meyer CPA for more information.

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