Jackie Meyer CPA

Member Since: Feb 23rd 2021
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Jackie Meyer, Certified Concierge CPA and founder of TaxPlanIQ, specializes in providing innovative, tailored Tax Strategies Planning to executive clientele ($5M+ Net worth), Business Development, and Leadership Coaching Programs for a high return on investment. She leads her team of top-tier talent spanning across the US, which operates with 100 percent virtual workflows to manage all aspects of their clients’ tax planning process.
Founder TaxPlanIQ
Feb 23rd 2021
Tax Planning Technology Trends in 2021
Here are a few tax planning software trends that a tax planner can take advantage of to improve their workflow and efficiencies, foster...
Trends