Jackie Meyer

Jackie Meyer, a Concierge CPA and founder of TaxPlanIQ, envisions a future where everyone can access tax-saving ideas easily. She discusses the innovative Tax Plan IQ tool that automates tax planning and emphasizes the importance of community among tax professionals. Meyer shares her own experience of selling a firm for a seven-figure sum by focusing on tax advisory. She advocates for setting boundaries in client relationships and embracing value-based pricing to democratize tax services, ultimately leading to a more fulfilling work-life balance.