Setting Boundaries for Healthy Client Relationships

Boundaries, balance, and tech-powered efficiency are key to more fulfilling work.

The Disruptors

With Liz Farr

Jackie Meyer envisions a future where every taxpayer “has some kind of democratized access to tax-saving ideas.” Those on the lower end of the income spectrum might be able to upload their 1040s for an instant readout of missed tax saving opportunities and connection to an advisor.

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Until that future of democratized access, Meyer wants to spread the word about the incredible opportunity for tax professionals to specialize in tax planning and advisory. “I was able to sell my own firm with 56 clients for just at seven figures because I led with tax advisory,” Meyer recalls. Her seven-figure firm required only four hours per week.

In her third appearance on The Disruptors with Liz Farr, Meyer discusses her next step in supporting tax advisory professionals with a new community, TaxPlanIQ Growth Plan. This new community revolves around the tax planning software she created, TaxPlanIQ. Meyer’s tech firm was selected for the 2023 CPA.com Startup Accelerator Program. “We have gotten tax plan creation automated and down into just two to three minutes per tax plan,” she explains.