Why Us

Articles and Insights by Jackie Meyer


About the Developers of TaxPlanIQ

Accounting Firm App Jackie Meyer BioJackie Meyer

Jackie Meyer – CEO of Meyer Tax Consulting, and Co-founder of The Concierge CPA™ Mastermind Program and The Concierge Accountant™ Course, now in a Joint venture with Qount, brings you TaxPlanIQ!

Jackie specializes in providing innovative, tailored Tax Strategies Planning to executive clientele ($5+ Mil + 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% virtual workflows to manage all aspects of the tax planning process for their clients. She is a top-rated speaker, business coach, and social media influencer with thousands of students and followers.

Jackie’s Accomplishments: Intuit Tax Council, Forbes Finance Council, 40 under 40 CPA Advisor, AICTC Member of the Year, Intuit VIP Summit Thought Leader, and doctoral candidate in Strategic Leadership.


Why do you want to learn tax strategies from Jackie?

Jackie has taught her executive-level coaching students how to triple revenue and equally decrease their time (and make it easy to convert to value-priced pricing!). Her exclusive industry insider tools are made available within the software to make tax planning strategies easy. Tax firms can gain the top tax planning industry knowledge that it took Jackie and her team DECADES to garner – you can have all the tools to begin increasing revenue, without any of the necessary experience.


Why do you want to use software hosted by Qount?

Former Intuit developers have developed Qount, a cloud-based tax practice management tool that goes way beyond just traditional practice management (CRM). The comprehensive implementation tool has the capability for sustainable, scalable strategies that can be fully automated.

This innovative approach to practice management includes all firm workflows all in one place, creating a fully integrated experience for tax practices.

The team at Qount have brought together the best aspects of their technology and accounting to form Qount, and have partnered with Jackie Meyer to create TaxPlanIQ.

With TaxPlanIQ, it’s a winning formula.
No more endless excel sheets and formula mistakes!
Start working smarter, using a one-stop-shop for all things tax planning.
Data processing and tracking streamlined.
Ready to start?