045: Revolutionizing Tax Advisory: Jackie Meyer's Journey from CPA to Tech Innovator

Million Dollar Producer Show

In this episode, I welcome Jackie Meyer, the President and Founder of TaxPlanIQ. Jackie shares her transformative journey from running a CPA firm to revolutionizing tax planning through her innovative software platform. This episode offers invaluable insights for financial advisors and accountants looking to enhance their services and client satisfaction.

We also talk about our upcoming attendance at the Elite Growth Academy in San Diego and explore Jackie's expertise in tax advisory services, highlighting their benefits for both financial advisors and accountants.
Jackie Meyer's Professional Evolution

• From CPA to Innovator: Jackie shares her journey from managing her CPA firm to focusing on tax advisory services. This shift not only tripled her firm's revenue but also significantly reduced her working hours. It showcases the transformative impact of concentrating on tax planning.
• TaxPlanIQ: Inspired by her success and the onset of COVID-19, she launched TaxPlanIQ, a comprehensive SaaS platform aimed at streamlining tax advisory services. This platform reflects her vision of making tax planning both accessible and influential for financial professionals.

TaxPlanIQ: Revolutionizing Tax Advisory

• Software Capabilities: TaxPlanIQ offers an all-in-one solution that simplifies the proposal, planning, and implementation of tax strategies. Key features include a tax strategy library, educational materials, and an innovative pricing tool that uses AI to transform the delivery and pricing of tax advisory services.
• AI Integration: She highlights the significance of AI within TaxPlanIQ, especially an AI bot capable of analyzing tax returns and suggesting strategies. This functionality makes tax advisory accessible to advisors of varying tax knowledge, allowing them to provide complex advice.

Jackie Meyer's Vision for the Future

• Championing Tax Advisory: Jackie strongly believes in the future of tax advisory for both financial advisors and accountants. She envisions a field that leverages AI and strategic thinking to provide unmatched value to clients.
• A Personal Journey into Publishing: Beyond her professional success, she is authoring a book focused on achieving balance and inner peace amidst success. This upcoming work is a testament to her personal growth and underscores the significance of mental and physical well-being in conjunction with professional achievements.

About our Guest: Jackie Meyer President - Tax Plan IQ

You can learn more about her work at:
https://www.jackiemeyercpa.com/
https://www.linkedin.com/in/jackiemeyercpa/
About Your Host: Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions.

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1. 045: Revolutionizing Tax Advisory: Jackie Meyer's Journey from CPA to Tech Innovator (00:00:00)

2. Revolutionizing Tax Advisory Services With Software (00:00:31)

3. Embracing AI in Business Growth (00:14:43)

4. Evolution of AI in Accounting (00:18:59)