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:


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


 

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From Sharla:


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


 

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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.

 

GET STARTED

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!

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