Jackie Meyer, CPA Archives

Jackie Meyer, CPA

Jackie Meyer, CPA, is the founder and president of TaxPlanIQ (taxplaniq.com), a tax planning software platform serving 650+ accounting firms with proactive tax planning tools and AI-powered client discovery. She is a CPA Practice Advisor Most Powerful Women in Accounting honoree and the author of The Balanced Millionaire Advisor Edition (CPA Trendlines, 2025).

Taxes April 7, 2026

25+ OBBBA Income Tax Strategies Still Hiding in Every 2025 Return on Your Desk

Before you file another return this week, pull one off the stack and run it through this checklist- you will likely find thousands in savings your software missed.

Jackie Meyer, CPA