In this episode, I got to sit down with Jackie Meyer, CPA, doctoral candidate, and founder of TaxPlanIQ. She has a passion for blessing accounting firms with health, wealth, and relationships via results-driven coaching, consulting, and tech. Our discussion focuses on proactive tax planning services and strategies for accountants. The conversation also touches on personal experiences with investing, the value of professional expertise, and the importance of adapting to client needs. Overall, the episode provides insights into how accountants can expand their services, increase their value to clients, and adapt to changes in the industry.

Guest Information:

Jackie Meyer - Founder of taxPlanIQ & Host of The Concierge CPA Podcast

LinkedIn: https://www.linkedin.com/in/jackiemeyercpa/

Website: https://www.jackiemeyercpa.com/ 

TaxPlanIQ: https://www.taxplaniq.com/ 

Contact Andrew Lassise (Host): 

Email: alassise@rushtechsupport.com

LinkedIn: https://www.linkedin.com/in/andrew-lassise/

Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support