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Free cpe webinars
The 3 P’s of Scaling a Tax Planning Practice


Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 20, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

As a tax firm leader, owner, or influencer, do you know what it takes to scale a tax planning practice with the 3 P’s (not PPP!): Pricing, Product, and People?

Join Jackie Meyer—President and Founder of Meyer Tax Concierge CPA firm (Southlake TX), Certified Concierge Accountant Masterminds, and TaxPlanIQ—and find out. Learn or review what it takes to triple revenues and equally decrease your time in the firm with this niche offering. This is a newly created nontechnical analysis of the components involved in scaling a tax planning practice that shouldn't be missed.

Learning Objectives:

  • Identify the 3 P’s necessary to scale a tax planning practice

  • Recognize what it takes to triple revenues while also decreasing time requirements in a tax practice

  • Evaluate the components involved in scaling a tax planning practice

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Jackie Meyer is CEO and Founder of TaxPlanIQ, Certified Concierge Accountant Trainings, and Meyer Tax The Concierge CPA. Jackie specializes in providing innovative tax strategies and coaching programs, such as Certified Concierge Accountant Masterminds, to executive clientele for a high return on investment. She leads her own team of top-tier accountants spanning across the US operating with 100% virtual workflows and is a top-rated speaker, business coach, and social media influencer (Join the Facebook group: Accounting Firm Influencers) with thousands of students and followers. 

She served on the Intuit Tax Council (2016-2019) and the Forbes Finance Council (2019-present). Recent honors include 40 under 40 CPA Advisor Winner (2018/2019/2020) and AICTC (American Institute of Certified Tax Coaches) member of the year (2019). Jackie is a proud proponent for lifelong learning and will complete her Doctorate in Strategic Leadership from Regent University.

Her passion is coaching accounting firm owners, that enjoy tax planning, on exactly what to do to become more efficient, provide a higher return on investment, work with ideal clients, and spend their time bridging passion and purpose in the lives around them. Read more at


About Our Presenter

Our CPA firm, is a full-service, tax preparation accounting firm focusing on family owned businesses and advanced personal taxation. We provide tax preparation with the personalization that is needed with high net wealth clientele's evolving needs. As a CPA firm, we keep up-to-date with the changing tax laws and adhere to certain ethical standards and codes of professional conduct established by governmental bodies and peer organizations.