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Jackie Meyer CPA
jackie meyer
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.

Jackie Meyer CPA
Founder TaxPlanIQ
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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

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