Become the
Tax Planning Hero
that Your Clients Need

Certified Concierge Tax Accountant is the 6-month Tax Planning Masterclass that will teach you the technical tax planning skills that you need to bring clients massive ROI, all while sky-rocketing your firms revenue!

Begin anytime!



Take actionable steps with a small group intensive.


Develop pricing confidence and achieve your goals.



Stay motivated and accountable, with community, tools & resources. 


Learn all about Tax strategies, how to implement them, and provide additional value for clients. 


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...

Pay Monthly

Top features

  • Pay monthly for 6 months
  • Unlimited access to all the content
  • Join the live weekly sessions
  • Once a month group coaching calls 
Join Now

Pay in Full

Most Popular

  • Unlimited access to all the content
  • Join the live weekly sessions on Zoom
  • Once a month group coaching calls
  • VIP access to Coaches 
  • TaxPlanIQ - tax labs
Join Now

CCA & CCTA Alumni membership

Top features

  • Join the live weekly sessions
  • Unlimited access to all the content
  • 25% discount
Join Now

Additional seat

Top features

  • Unlimited access to all the content
  • Join live sessions
Join Now
From Jackie:

I'm passionate about helping accounting firm owners achieve continued success.  


From Sharla:

To me, your success is personal. You’re not in this alone.


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.  


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 
  • Sponsored by TaxPlanIQ
  • 18 Hours of CPE through
  • 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.



With Certified Concierge Tax Accountant Masterclass

Become a Certified Concierge Tax Advisor.  

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 Certified Concierge Tax Accountant gives you all the know-how and confidence to provide clients services to grow your firm.  Get started today!

Frequently Asked Questions