TaxPlanIQ
@TaxplanIq
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AI Tax Planning Software That Helps Firms Sell, Price & Deliver High-Value Tax Plans Fast. Created by Dr. Jackie Meyer, CPA
Joined July 2020
Download How to Close a 5-Figure Tax Planning Client in 30 Days to get the exact outreach, pitch, and proposal system advisors are using ⬇️ https://t.co/UNkZ0Metpb
taxplaniq.com
Download the free guide revealing how to close a 5-figure tax planning client in 30 days
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Download the Accountant’s Guide to Thriving Through Tax Season ⬇️ https://t.co/hUrYYrz7MB
taxplaniq.com
Download the Accountant’s Guide to Thriving Through Tax Season and discover 7 proven strategies to beat burnout.
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Watch how a firm owner tax plans! ⬇️ https://t.co/oWHbCYry4F
taxplaniq.com
See how CPA Sargis Ivanov used tax planner software to move from free advice to high-value tax plans and $70K in client savings.
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If you’re an accountant and want to go beyond basic tax planning ⬇️ https://t.co/s0O6iDOg45
taxplaniq.com
Join Dr. Jackie Meyer, CPA, and Anton Anderson on February 20th at 12PM EST to discover how accountants and advisors can double profits in 2026. Learn strategies for tax planning, revenue sharing,...
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Free Advisor Resources: The Balanced Millionaire eBook, Workbook & AI Coach! Get it now ⬇️ https://t.co/wPrA3O4UHQ
taxplaniq.com
Download the free Balanced Millionaire Advisor ebook with workbook and Personal AI Book Coach to build your 7-figure firm.
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Dr. @jackiemeyercpa breaks down for accountants everywhere exactly how to become a Balanced Millionaire ⬇️ https://t.co/uHPfjsFhFt
forbes.com
A balanced millionaire is someone who builds financial success without sacrificing health, relationships, purpose or peace in the process.
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Download today, for free, the 2025 Return Prep Checklist ⬇️ https://t.co/AftDgu2omZ
taxplaniq.com
Download the 2025 tax return prep checklist with deductions, deadlines, and decision points from the latest tax law changes.
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The accounting profession is at a crossroads. Read more about it ⬇️ https://t.co/DZaWkzpzQW
taxplaniq.com
Transform your CPA practice with strategic tax planning marketing. Stop competing on price and attract new clients who value results.
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Get The Balanced Millionaire eBook, Workbook & AI Coach ⬇️ https://t.co/5VjB1hGSHq
taxplaniq.com
Download the free Balanced Millionaire Advisor ebook with workbook and Personal AI Book Coach to build your 7-figure firm.
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“A roadmap to innovate your firm in the age of AI disruption.” — Amy Vetter, CPA. Grab it at https://t.co/kGexA9cQQj
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What are the missed tax planning opportunities we see most often? These ⬇️ https://t.co/XCOMrH8rLG
report.woodard.com
Help clients reduce tax stress and increase savings by shifting from reactive to proactive planning with year-round strategies and structured reviews.
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Our Quarterly Advisory Blueprint gives you a slide deck you can use to run your quarterly advisory meetings! Download it free ⬇️ https://t.co/g51EkpUhGx
taxplaniq.com
Download The Quarterly Advisory Blueprint, the step-by-step meeting framework top accountants use to deliver planning engagements every quarter.
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Get 8 Tax Strategies Your Firm Can Still Implement in Q1 2026 to Reduce 2025 Taxes ⬇️ https://t.co/tXuof94UvV
taxplaniq.com
8 powerful tax strategies you can still implement after December 31st to reduce clients' 2025 taxes. Free download.
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TaxPlanIQ Founder @jackiemeyercpa has been honored as one of the 2025 Most Powerful Women in Accounting! Read more about this prestigious recognition ⬇️ https://t.co/ippwfDwD7e
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Accountants: get the mindset, tools, and systems to SCALE sustainably: https://t.co/Vu2VuQ055a
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🚨Remote Job Alert: See our openings at https://t.co/jq89swAF74 We look forward to getting your application—or share this post with someone in your circle who might be interested!
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Happy New Year! Take this free gift as we go into 2026—The Accountant's Guide to Tax Planning for High-Earning W2 Professionals ⬇️ https://t.co/b5ZxPxj7ge
taxplaniq.com
Download the free guide revealing advanced tax strategies for high-earning W2 professionals that save $50,000+ annually.
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