Jackie Meyer, CPA, CTP, CTC, MSA – 2018 40 Under 40 Honoree

Professional Associations/Memberships:

• AICPA
• AICTC
• Intuit Trainer Writer Network
• Intuit Tax Council/ProConnect Customer Council
• Southlake Executive Womens Forum
• C12 Group
• Accounting Firm Influencers Moderator
• GRACE Auction Committee Chair

Career Highlights:

I founded Meyer Tax, a concierge and tax strategy focused CPA firm, 7 years ago at age 27, after working at Deloitte Tax. Our team of 7, whom all work remote from Hawaii to TX, fully converted under my lead late 2016 to value pricing tax packages for high net wealth, executives, and private business owners. I am pioneering a lifestyle practice, balancing running a business with being a mother, wife, Jesus lover, millennial, and world traveler. We’ve continued to see extreme growth and success using our paperless best practices, innovative ideas, and firm of the future thinking (which Meyer Tax was a finalist for in 2017). I also am very active with the AICTC and received their advanced designation, Certified Tax Planner, in 2017.

What are you doing to make a difference in the profession, your community, the world?

Blessing my team, community, and peers is my passion, and charitable giving is always the best tax strategy! I joined the Intuit Tax Council in 2016 to shape the future of our profession. I also speak at venues like QB Connect, have taught thousands of accountants latest TCJA strategies via Intuit webinars, and host a private mastermind group called the Concierge CPA. I formed a facebook group just for “Accounting Firm Influencers” the beginning of 2018 that already has over 1K members. Personally, I head the auction committee for GRACE Grapevine (gracegala.org), providing hundreds of thousands of dollars in funding to less fortunate families and children in DFW and internationally. 

Favorite books/websites/speakers:

• “Girl wash your face” Rachel Hollis
• “The 4-Hour workweek” Tim Ferris
• “Beauty for Ashes” Joyce Meyer
• “Start with the why” Simon Sinek

Accounting industry inspirations: Dominique Molina, Gail Perry, Geni Whitehouse, Ron Baker.

What do you see yourself doing professionally in 10 years? Speaking at conferences and as a board member for the accounting industry and nonprofits in need across the world.

What accounting conferences do you normally attend? QB Connect, AICTC Annual Reunion, Ensuring Success, AICPA High Net Wealth and Technology Conferences.

What websites/magazines do you use to keep up on news of the accounting profession? CPA Practice Advisor, Accounting Today, TedTalks, and Growing your Firm Podcast.

 

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See more of the 2018 40 Under 40 Honorees, and the 20 Under 40 Vendor Superstars.