Take the first step
towards leveling up
your firm.
Get access to top-rated professional development
in Tax planning courses and coaching.
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1
Take actionable steps with a small group intensive.
2
Develop pricing confidence and achieve your goals.
3
Stay motivated and accountable, with community, tools & resources.
Learn all about Tax strategies, how to implement them, and provide additional value for clients.
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Tax Strategies & topics
- Value Pricing
- Charitable planning
- Individual tax strategies
- Entity selection
- FLP/ C- Corp
- Passive and non-passive
- Real estate strategies
- Retirement contributions
- R &D, Micro, and more...
From Jackie:
Check out our growing community
”
I had access to a wealth of amazing information at my fingertip and I’m confident that Jackie will help me get to the next level
-Tiffany Johnson CPA, CFP
”
the thing that spurred me to act now was the confidence that I've gained from working through a couple of scenarios with Sharla on how you build a plan with various strategies.
-Kristin Kippen EA
”
Every CPA has clients where they can save them $10,000 to $20,000 off
the bat. They just don’t know they have those clients already.”
-Joy Lutz CPA
You’re just a few steps away from helping clients build and maintain their wealth.
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What is included in this course?
- What Tax Planning IS and IS NOT
- Learn how to implement a dozen strategies!
- Overview of Pitching to the client
- Learn individual tax planning
- Planning for small businesses
- Pricing Confidence
- Accountability
- Complimentary Access to the Basic Version of TaxPlanIQ (1.8K value)
- 18 Hours of CPE through CPAAcademy.org
- and more...
Don't wait! Start providing your clients' Tax advisory services today!
Get access to top-rated professional development coaching led by Tax Strategist & TaxPlanIQ founder Jackie Meyer CPA
& Tax Extraordinaire Sharla Bartley MBA.
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Get certified as a Master Tax Planner™
Instead of adding more clients to serve, provide more value to clients you already have by helping them SAVE thousands of dollars in taxes. Becoming a Master Tax Planner ™ gives you all the know-how along with the confidence to provide services to clients in order to grow your firm. Reserve your seat today to get started!
