Tips for a Great ROI Plan with Jackie Meyer

On episode 69 of The Unique CPA, Randy talks to Jackie Meyer, founder of Meyer Tax Consulting, about running a completely virtual firm using her ROI plan. They also discuss her tax planning program called Tax Plan IQ, which helps people in the industry get around confusing AICPA standards, and what types of leadership will help your business succeed.

Important Links

Jackie Meyer on LinkedIn

Jackie Meyer’s Website

Meyer Tax Packages

Certified Concierge Accountant

Accounting Firms Influencer Facebook Group

About the Guest

Jackie Meyer is the founder of Tax Plan IQ, a software designed to help accounting firms keep track of their tax planning. She is also a coach for the Certified Concierge Accountant Mastermind Group to help tax firms operate more efficiently. Meyer is the creator of the Accounting Firms Influencer Facebook group, which includes over 5000 members who support each other through the accounting industry’s daily occurrences. Jackie is currently pursuing a doctoral degree in Leadership at Regent University.



Meet the Host

Randy Crabtree, CPA

Randy Crabtree

Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, is a widely followed author, lecturer and podcast host for the accounting profession.

Since 2019, he has hosted the “The Unique CPA,” podcast, which ranks among the world’s 5% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser (Tax-saving opportunities for the housing and construction industries) and he is a regular presenter at conferences and virtual training events hosted by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global and several state CPA societies. Crabtree also provides continuing professional education to top 100 CPA firms across the country.

Schaumburg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from R&D tax credits, cost segregation, the energy efficient commercial buildings deduction (179D), the energy efficient home credit (45L) and the employee retention credit (ERC).

Prior to joining Tri-Merit, Crabtree was managing partner of a CPA firm in the greater Chicago area. He has more than 30 years of public accounting and tax consulting experience in a wide variety of industries, and has worked closely with top executives to help them optimize their tax planning strategies.