Learn how to create, pitch, and close a tax plan!
You'll have access to the challenge immediately after you register
Helping Accountants, CPA’s, and EA’s Create, Pitch, and Close Tax Plans is What We Do Best
The 10-days to Closing a Tax Plan #challenge has been amazing Jackie Meyer. I will be pitching the ROI presentation to my client tomorrow evening. Looking forward to saving them over $30k in taxes!
The "10 Days to Close a Tax Plan" #challenge has taught me how to develop a repeatable process to get paid for my knowledge. No more free tax advice! Can't thank you enough Jackie Meyer, CPA for sharing your process and knowledge with us!
So I signed up for the 10 day to a tax plan challenge. I was excited and scared all at the same time. I didn’t really know what to expect and thought well if I learn one or two things that’s more then I knew. But I gained so much more!
It’s the difference between the 99% of accountants that work insane hours for pennies,
and the .000000002% that use the ROI Method of Tax Planning™!
Here’s the cold hard truth: tax planning is critical to the growth of your accounting firm.
You’ve been giving tax advice away for years, and if you don't make a change, you’re on the road to burn out.
Jackie Meyer transformed her own CPA firm over the past decade using The ROI Method of Tax Planning™.
What does that really mean? Well, Jackie took clients from $2,000 average per year for a 1040 and simple business return, to well over $12,000 average per client – for the SAME compliance work, and a few hours more of focused tax advisory and analysis per year!
This shift allowed her firm to get off the hamster wheel of “busyness” and instead have - higher paying clients, higher satisfaction internally and externally, and less PITA’s!
Do you want to increase your revenue per client, knowing that you’ve done your best work possible to help their tax situation? Or continue working all nighters with ten times the clients?
In just 10 days, Jackie will teach you exactly how to implement this in your firm, too!
This challenge is designed for accountants and tax professionals that want to work less and earn more. If you're still stuck in the mindset of charging clients by the hour, this challenge is for you! Whether you're new to tax advisory or you've mastered it, you can learn tips and tricks to become even better at it. A tax-planning newbie is going to need to dedicate more time during the two weeks to learn.
Yes and no....You will have access to resources, educational videos, implementation steps, and checklists in TaxPlanIQ. You are responsible for dedicating time to learn strategies you aren't familiar with.
If you need one-on-one tax planning guidance during your challenge, you can schedule a meeting with one of our success coaches.
Yes, you won't be able to access the 85+ strategies and resource library we provide you without TaxPlanIQ. On day 5 of the challenge you will be directed to start your Free 14-Day TaxPlanIQ trial. If you choose not to continue using TaxPlanIQ after the challenge, you then must cancel your subscription. It's the one thing we cannot do for you!
This challenge is self-led. In the perfect world, you'd block 1 hour each weekday during the 2 week period to watch pre-recorded content and implement what you learn.
NO...You are not a tax planning client of our firm, and so any plan we help you develop is your responsibility to apply the tax code and determine if strategies apply. We can give you ideas and encouragement, but we are not the magical-all-knowing-tax-Gods.
Jackie has been a tax advisor to high net wealth business owners and family offices for over a decade. She created TaxPlanIQ during COVID to share her love of tax planning with other practitioners. Her views will be her own and may be different from your clients, interpretations of the tax code, and experiences. Use professional judgment. This is not tax advice.
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