Jackie Meyer, CPA, CCA
Founder and CEO of TaxPlanIQ.com and The Concierge CPA
Association of International Certified Professional Accountants
https://www.jackiemeyercpa.com
Published The Balanced Millionaire: Advisor Edition through CPA Trendlines, including a free AI chatbot companion designed to help advisors implement the frameworks and action items in practice (cpa.click/jackie)
Continued strong year-over-year growth of TaxPlanIQ as we entered our fifth year as a SaaS platform, while expanding our internal team and transitioning to a sustainable, in-house engineering model to support faster and more scalable innovation in 2026
Finalized the Certified Concierge TaxPlanIQ Advisor (CCTA) credential and launched an official directory of vetted tax planning strategists, focused on elevating ethical standards, technical competence, and accountability in tax advisory for the benefit of taxpayers
Introduced the ROI Method of Value Pricing Calculator to the profession at AICPA ENGAGE alongside April Walker, CPA, CGMA, addressing one of the profession’s biggest barriers to advisory adoption: measuring and communicating value in an ethical, consistent way
Honored as a 2025 Woman to Watch by the AICPA and recognized by Accounting Today as a “One to Watch” in a special section adjacent to their Top 100 Most Influential People in Accounting, highlighting emerging leaders shaping the future of the profession.
Outreach in the accounting profession beyond my own firm
I’ve educated tens of thousands of practitioners on the new OBBBA tax bill and its planning implications through advisor education, trainings, and webinars, helping firms proactively prepare clients for upcoming changes.
I also share free chapters and ebook versions of my book publicly through my LinkedIn content (@drjackiecpa) to help elevate tax advisory skills and promote healthier, more sustainable advisory models across the profession.
In addition, I surpassed 10,000 followers on YouTube by publishing practical, approachable tax strategy shorts and practitioner interviews, including episodes of my The Concierge CPA podcast:
https://youtube.com/@jackiemeyercpa
To further support ethical and transparent advisory pricing, I made the ROI Method of Value Pricing workbook available as a free download to the profession following its introduction at AICPA ENGAGE:
https://www.taxplaniq.com/aicpaengage
Beyond education, I launched an IRS administrative petition advocating for expanded taxpayer penalty relief by tax type. The goal is to reduce unnecessary taxpayer burden and improve fairness for both taxpayers and the professionals who serve them.
Petition link: https://c.org/Rxxb5JWMmf
Resources I turn to for professional development
Leadership, peer community, and accountability
- Theatre of Public Speaking Society and my peer community for leadership, accountability, and growth
- The Accounting Firm Influencer Facebook group, a peer community I founded for firm owners and practitioners to share ideas, challenges, and forward-looking strategies
- AICPA task force participation, Re-imagining your tax practice series, and AICPA Town Halls, particularly for timely guidance on tax legislation and practitioner concerns
Professional publications and industry learning
- CPA Trendlines Community
- CPA Practice Advisor and Accounting Today
Female-led podcasts
- Mel Robbins
- Entreprenista
- AICPA Tax Section Odyssey
- She Counts
Read more about the Most Powerful Women in Accounting.
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Tags: Accounting
