JACKIE MEYER, CPA

President, TaxPlanIQ

Jackie Meyer is an entrepreneur, speaker, and consultant and has been in the tax advisory field for over two decades. Jackie’s journey is a testament to her pioneering spirit, highlighted by her leadership of a boutique CPA firm, which achieved exponential growth and culminated in a successful seven-figure sale. This notable achievement was significantly propelled by her revolutionary ROI Method, which transformed value pricing in tax advisory services. This strategy not only tripled the firm's revenue with a select client base but also set new standards for financial value and client relationships in the tax advisory industry.

At the forefront of Jackie’s contributions is TaxPlanIQ, a groundbreaking SaaS platform designed to democratize tax planning. In her part-time role as President of TaxPlanIQ, Jackie continues to champion financial literacy and innovation in tax advisory services for advisors and consumers alike.