Table of Contents
1. Here’s a glimpse of what you’ll learn:
2. In this episode…
3. Resources Mentioned in this episode
4. Sponsor for this episode…

Jackie Meyer is the Founder and President of TaxPlanIQ, a software platform that equips tax advisors with tools to streamline tax planning and maximize client savings. A CPA with extensive experience, Jackie previously owned an award-winning CPA firm and developed the ROI Method of Value Pricing to align services with client value. She is also an educator and speaker focused on improving financial literacy and efficiency for professionals and small businesses.


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Here’s a glimpse of what you’ll learn:

  • [02:53] Jackie Meyer shares her impetus for becoming a CPA
  • [04:53] What is the difference between tax preparation and tax planning?
  • [06:17] Questions to ask when hiring a tax planning CPA
  • [08:54] How the ROI method of value pricing transformed Jackie’s CPA practice
  • [12:32] When does a business truly need tax planning services?
  • [21:51] Strategies Jackie used to manage client transitions and implement value pricing in her CPA firm
  • [26:49] What does TaxPlanIQ do for organizations?
  • [32:48] How implementing the EOS has streamlined Jackie’s businesses
  • [34:14] What Jackie’s typical day looks like
  • [37:50] The role of automation in tax compliance and planning — and its implications for the future of accounting

In this episode…

Are you paying more taxes than you should? Many business owners assume their CPA or tax preparer has every deduction and strategy covered, but the truth is tax planning often goes beyond the basics. What strategies can keep more money in your pocket while staying compliant with the law?

According to Jackie Meyer, a pioneering tax strategist and educator, true tax planning is about going beyond simple projections to uncover actionable strategies that minimize liabilities. She highlights the importance of asking the right questions when engaging a CPA, such as whether they offer advanced tax strategies or attend ongoing education. By focusing on proactive, ROI-driven planning, individuals and businesses can save tens of thousands of dollars annually.

In this episode of the Financial Clarity podcast, host Hannah Smolinski hosts Jackie Meyer, Founder and President of TaxPlanIQ, to discuss actionable tax planning strategies that save money and increase value. They cover the critical differences between tax preparation and planning, how to identify when tax planning is worth the investment, and practical tips for finding the right tax professional. Jackie also shares insights into value pricing and how it transforms client relationships and CPA practices.

Resources Mentioned in this episode

Special Mentions

Related Episode

Quotable Moments

  • “I fell in love with finding tax strategies, magically finding money legally for people.”
  • “Value pricing gets you away from being a commodity and allows you to show the true worth of your service.”
  • “It’s really straightforward y’all. If you’re going to owe taxes or you owed taxes, you probably need planning.”
  • “Tax planning is saying you’re going to owe 10,000, but I can get that down to 2000 because of X, Y, and Z strategies.”
  • “The sky’s the limit, right? Because it can apply to so many different types of services.”

Action Steps

  1. Engage in continuous learning and education: Staying informed on the latest tax laws and strategies ensures you can offer cutting-edge solutions, maintain credibility, and consistently deliver optimal results for your clients.
  2. Adopt value pricing strategies: By aligning your fees with the financial benefits provided to clients, you can increase profitability, reduce burnout, and build stronger, trust-based client relationships.
  3. Utilize tax planning software: Using specialized tools allows you to identify opportunities faster, improve accuracy, and present clear, actionable strategies that enhance client satisfaction and loyalty.
  4. Develop a client-centric approach: A client-first mindset helps you create customized solutions that meet individual needs, strengthening relationships and increasing retention.
  5. Educate clients on the importance of tax planning: Empowering clients with knowledge about tax planning fosters trust, helps them see the value of your services, and positions you as a vital partner in their financial success.

Clara CFO is dedicated to providing financial clarity and profit-maximizing solutions to small businesses. The team at Clara CFO are seasoned accounting professionals with a heart for small business. We help growth-minded entrepreneurs thrive through Fractional CFO services and financial education.

Whether you’re grappling with hiring decisions, profit margin concerns, or ambitious growth plans, Clara CFO provides insights, recommendations, and a clear financial roadmap to achieve your goals.

To learn more about Clara CFO Group and how we can help your business, visit ClaraCFO.com.