I’m loving what you are doing and want to connect with you, your team, and like-minded individuals who are all about Accounting and Tax strategies.

Do you have a Facebook group for subscribers of TaxPlanIQ?

Our founder Jackie Meyer, the Concierge CPA, created a Facebook community for Accounting Firm Influencers to ask questions, share a few laughs, and help build one another up. 

For Tax Strategists, TaxPlanIQ hosts Advanced Tax Strategies to share and ask questions with fellow Tax Strategists. 

Jackie also co-founded the Certified Concierge Accountant Mastermind Program. You can expect improved results in new revenues, increased revenue per client, securing new dream clients, politely letting go of nightmare clients, better profit margins, and decreased time worked.