After spending 12 years crafting Meyer Tax, “The Concierge CPA Firm,” Jackie has merged into Ardent CPA to focus more on working directly with accountants to bridge their passion and purpose using The ROI Method.

This is her fifth year honored for this award, stemming from the success she had converting her CPA firm to value priced tax advisory packages many years ago. Based on her success, she began speaking at conferences and coaching other accountants, growing a Facebook Group called “Accounting Firm Influencers” to over 6,000.

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

Jackie dedicates 10% of TaxPlanIQ profits to charity. She also is pursuing a doctorate in leadership from Regent university in hopes to help even more entrepreneurs lead teams to success. She volunteers on the AICPA Practice Advisory committee and ways of working committees. In her city of Southlake TX, she volunteers for multiple nonprofits to help those in need, heading up the auction committee. A lifelong learner, she also sponsors the local library summer reading program.

See all of the 2022 “40 Under 40” and “20 Under 40” honorees.