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Jackie Meyer, CPA, CTP, CTC, MSA
CEO/Founder,
Meyer Tax Consulting, LLC
The Concierge CPA
Southlake, TX
www.theconciergecpa.com, www.meyertax.com
Career Highlights:
I founded Meyer Tax, a concierge and tax strategy focused CPA firm, 9 years ago at age 27, after working at Deloitte Tax. Our team of 8, 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 focus on ROI, paperless best practices, innovative ideas, and firm of the future coaching in our industry. I also am very active with the AICTC and was awarded CTC of the year 2019.
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, where I’ll speak on Tax Planning Strategies this yr, have taught thousands of accountants latest TCJA strategies via 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 2.2K members. Personally, I headed the auction committee for GRACE Grapevine (gracegala.org) last year, providing hundreds of thousands of dollars in funding to less fortunate families and children in DFW and internationally.
Favorite books/websites/speakers:
- “The Road Less stupid” by Cunningham, “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
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 all of the “40 Under 40” honorees for 2019.
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Tags: Accounting, Technology
