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Kickstart your journey with a comprehensive blueprint of best practice workflows for tax advisory engagement, enriched with real-world case studies, pricing suggestions, marketing communications, and project management insights. Transition seamlessly into a structured methodology for dissecting and communicating complex tax matters in a client-centric manner. Enhance your skills in crafting engaging and informative presentations, ensuring your clients are well-prepared as the year-end tax season approaches.
Moreover, discover actionable steps and essential software tools to streamline your tax advisory process, and stay updated with a quick cheat sheet of recent tax changes, ensuring compliance and up-to-date knowledge. This session is your gateway to mastering a systematic, efficient approach to year-end tax planning, reducing overwhelm, and boosting ROI for both your firm and your clients.
Learning Objectives:
- Outline a comprehensive blueprint of best practice workflows for tax advisory engagement, enriched with real-world case studies, pricing suggestions, marketing communications, and project management insights
- Define a structured methodology for dissecting and communicating complex tax matters in a client-centric manner
- Summarize how to get practical experience in crafting engaging and informative presentations to keep your clients well-informed and prepared for the year-end tax season
- Compile actionable steps and essential software tools to streamline your tax advisory process, boosting efficiency and reducing overwhelm.
- Assemble a quick cheat sheet of recent tax changes to ensure compliance and up-to-date knowledge
Jackie Meyer, CPA, CTS, CCA, Doctoral Candidate
Meyer Tax Consulting LLC
President and Founder
[email protected]
(888) 272-1258
Jackie Meyer, a 40 under 40 honoree with CPA Practice Advisor 2018-2022, is a pioneering serial entrepreneur speaker, focusing on practical solutions that enhance tax & financial literacy, from recruitment and retention to leveraging AI in accounting firms. As the former founder of an award-winning CPA firm (2010-2022), she now leads TaxPlanIQ, a SaaS Tax Advisory Platform (AICPA 2023 Accelerator Cohort), and is writing a book on The Balance Sheet of Life.
Her innovative ROI Method of Value Pricing™ emphasizes aligning pricing with client value, addressing cultural and workaholism issues to prevent burnout and turnover. Jackie speaks to tens of thousands of financial professionals and taxpayers annually, providing transformative solutions for entrepreneurs to thrive. Her mission is to improve health, wealth, and relationships for all.
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