Jackie Meyer,CPA,Dr cand – Medium

Jackie Meyer,CPA,Dr cand

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Making of a Millionaire

Pension Plans Are Back, with a Tax-free Cherry On top

What they’ve been doing is the maximum employee contribution ($19.5K for 2020) plus 25% of their salary ($25K) as a company match for…

9 min readDec 8, 2020

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Image of Cherry Cake describing Sweet Tax Savings that is 100% Compliant that saves a Concierge Accountant’s client.

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Jackie Meyer,CPA,Dr cand

TaxPlanIQ Announces Ambitious Expansion Plans with Leadership Evolution

Jackie Meyer Shifts To President, Veteran Entrepreneur Dave Lukas Steps in as CEO

2 min readJan 9, 2024

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Jackie Meyer,CPA,Dr cand

TaxPlanIQ Partners with RCReports: Understanding Reasonable Compensation

Jackie recently had a meeting with Paul Hamann, a seasoned expert at RCReports, to discuss their partnership with TaxPlanIQ. Paul…

4 min readJul 21, 2023

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TaxPlanIQ Partners with RCReports: Understanding Reasonable Compensation

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Jackie Meyer,CPA,Dr cand

Navigating the Evolving Tax Industry: Embracing AI and Automation for Tax Advisors

As the tax industry continues to evolve and grow in complexity, staying informed and up-to-date on the latest changes and challenges is…

3 min readJul 21, 2023

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Navigating the Evolving Tax Industry: Embracing AI and Automation for Tax Advisors

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Jackie Meyer,CPA,Dr cand

Unlocking Success for Tax Advisors with TaxPlanIQ

Becoming a successful tax advisor goes beyond mastering tax laws and regulations. It involves overcoming numerous challenges and obstacles…

3 min readJul 21, 2023

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Unlocking Success for Tax Advisors with TaxPlanIQ

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Jackie Meyer,CPA,Dr cand

Episode 14 — The Heater with Lorilyn Wilson

Meet Lorilyn Wilson

4 min readMar 21, 2023

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Episode 14 — The Heater with Lorilyn Wilson

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Jackie Meyer,CPA,Dr cand

Episode 8 — Time For Change with Martha Krejci

Today’s Guest: Martha Krejci

4 min readDec 27, 2022

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Episode 8 — Time For Change with Martha Krejci

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Jackie Meyer,CPA,Dr cand

Episode 7 — Pairing Solutions with Protea Financial’s Zane Stevens

In this episode, Jackie Meyer interviews Zane Stevens. The two talk about:

6 min readDec 27, 2022

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Episode 7 — Pairing Solutions with Protea Financial’s Zane Stevens

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Jackie Meyer,CPA,Dr cand

Episode 6 — Redeeming Your Time with Jordan Raynor

In this episode of The Concierge CPA, host Jackie Meyer brings on bestselling author Jordan Raynor. The two discuss Jordan’s seven…

6 min readDec 27, 2022

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Episode 6 — Redeeming Your Time with Jordan Raynor

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Jackie Meyer,CPA,Dr cand

12 Tools to Up Your Firm’s Tech Game

When it comes to running a successful business, staying up-to-date with the latest technology is critical if you want to beat your…

8 min readDec 17, 2022

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12 Tools to Up Your Firm’s Tech Game

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Jackie Meyer,CPA,Dr cand

Jackie Meyer,CPA,Dr cand

CEO & Founder of The Concierge CPA, Certified Concierge Accountant & TaxPlanIQ -For Tax Firms. Doctoral Candidate in Leadership. JackieMeyerCPA.com

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