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Client Tax packages
Custom Service Bundles Just For You - A Busy Executive
Everyone wants to save on Taxes
Streamline approach to finance
Tax planning and management can be streamlined and straightforward. We can develop a more personalized approach to your finances.
Let us show you how our fruitful tax strategies can help you live a fruitful life now, and leave a lasting legacy.
Concierge Accounting and tax planning
Our goal as a tax advisory firm is to establish and sustain trust with each of our client relationships. Our unmatched customer service makes us an industry-leading financial advisory team you can count on for your personal and professional financial goals.
- Timely, Forward-Thinking Advice. We only work with clients where we can find a 200-300%+ ROI
- We Only Work With Executives Like You - Whether Running A Public Corp Or Local Startup (We Offer Accounting Too)
- All-Inclusive, Personalized Pricing - Quoted Up Front
- Flexible Online Or In-Person Sessions With Our Team, Estate Attorneys, and Financial Planners
- Many Satisfied Clients
- Jackie Is A Certified Tax Coach With A Measurable Return On your Investment.
Jackie is also the Founder of TaxPlanIQ™ A SAAS for tax planners to quote, implement, and track assigned tasks with clients/staff, all while showing your ROI.
How it works
Submit your information, and we will see if we are a good fit
We will reach out to schedule a consultation
Implement tax strategies to start saving you taxes
"My first meeting with Jackie in 2012 yielded 150K tax savings. She’s high-energy & fun to work with. My 1040 is very complex w/ k-1’S & hundreds of pages, but I trust her team to manage it along with Quickbooks accounting for a nonprofit I run & investment entities. Traveling weekly as a CEO, remote works the best".
"The Meyer Tax team are true professionals and experts at managing and mitigating my taxes - which they’ve done very effectively for eleven years. My tax savings based on their strategies always has a massive ROI each year. And their client portal makes it very easy to interact with them. I’ve highly recommended them to many friends and business owners. I am one of their biggest fans."