Access the worksheets and tools I’ve used to scale my firm.
After building my business Meyer Tax Consulting, I’ve created the communities, services, and many worksheets, templates, flowcharts, and more that I wish I would have had when getting started in my accounting firm.
ROI Workbook
ROI Workbook
TaxPlanIQ
The project management platform for tax planners
HRA Entity Flowchart
A guideline for HRA eligibility
Year-End Tax Planning
Year-End Tax Planning Checklist
Vetted Vendor List
Vetted vendors list used by Jackie and the Meyer Tax team
Pass-through business workbook
Pass through workbook
1040 Reconciliation
1040 Reconciliation & tax projection
Client Meals
Client Meal flowchart
Employee Meals
Employee Meal flowchart
Tax Planning Engagement Letters
Basic, Professional, and Elite
Tax Advisory Service Offerings and Workflows | SOP
