Certified Concierge Tax Advisor is a Certified Concierge Tax Accountant Masterclass graduate: A Partner in Financial Success

A Concierge Certified Tax Advisor (CCTA) is a highly skilled professional specializing in personalized, high-value accounting services. CCTAs go beyond traditional compliance work, offering strategic advice that helps clients optimize their financial outcomes and achieve their business goals using The ROI Method of Value Pricing™  developed by Jackie Meyer, CPA. This specialized certification ensures accountants are equipped with the latest tools, strategies, and insights to provide exceptional service tailored to each client's unique needs.

The CCTA Difference

CCTAs are trained to:

• Provide proactive, personalized tax planning and advisory services.
• Offer white glove packages and offerings to their clients.
• Deliver a higher level of client engagement and satisfaction.
• Utilize cutting-edge technology to streamline and enhance service delivery, including our very own SaaS software TaxPlanIQ.

Training by Jackie

Jackie Meyer, CPA, A thought leader in the field of tax advisory, have trained hundreds of accountants in these advanced concepts. Their comprehensive training programs focus on practical strategies and real-world applications to ensure that CCTAs can deliver exceptional service and significant value to their clients.

Why Choose a CCTA?

Choosing a CCTA means working with a professional dedicated to maximizing your financial well-being through tailored tax strategies and proactive planning. As specialists in tax planning, CCTAs can offer insights and solutions that generalist accountants might miss.

Learn More

For more information about Jackie Meyer, CPA visit Jackie.cpa

TaxPlanIQ offers the Growth Plan that includes TaxPlanIQ and support by Tax Experts.