TaxPlanIQ @TaxplanIq

Tax planning Saas app to quote, implement, & track assigned tasks with clients/staff, all while showing your ROI. Created by Jackie Meyer, CPA https://t.co/1jL5a4ok3l Joined July 2020

Tweets

202
Followers

102
Following

63
Likes

111

TaxPlanIQ @TaxplanIq

2 weeks ago

Tax Advisory Services and Tax Planning: What is it, how does it work, and why is it important for your Accounting Firm? hubs.ly/Q02tbWCg0

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TaxPlanIQ @TaxplanIq

3 weeks ago

TaxPlanIQ Joins The Wealth Engineering Expert Sourcing Consortium hubs.ly/Q02ssgTq0

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We're thrilled to announce that we're participating in the 2024 Accountant Bracket Challenge hosted by Accounting High. We'd really appreciate your support in nominating our software TaxPlanIQ! 📷 Nominate here: [lnkd.in/gnzzXAxP](lnkd.in/gnzzXAxP)

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TaxPlanIQ @TaxplanIq

2 months ago

Unlocking Tax Savings: Top 5 Strategies for Efficient Tax Planning hubs.ly/Q02myRTj0

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TaxPlanIQ @TaxplanIq

3 months ago

Navigating the Tax Season with Renewed Focus and Freedom: Happy New Year from TaxPlanIQ! hubs.ly/Q02gQbPH0

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TaxPlanIQ @TaxplanIq

4 months ago

TaxPlanIQ Announces Ambitious Expansion Plans hubs.ly/Q02fTTvW0

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TaxPlanIQ @TaxplanIq

4 months ago

Here's a snippet from our candid conversation shedding light on the lifespan of a firm, the passion behind it, and why accounting might just be the business model you've been looking for. #AccountingJourney #SmallBusinessLove #AccountingTips

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TaxPlanIQ @TaxplanIq

5 months ago

TaxPlanIQ: Unveiling Cutting Edge Tax Planning Technology with OCR hubs.ly/Q02d9xtG0

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TaxPlanIQ @TaxplanIq

6 months ago

Mastering the Gig Economy: Vital Tax Knowledge for Advisors hubs.ly/Q027jcJc0

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TaxPlanIQ @TaxplanIq

7 months ago

Revitalizing Recruitment: Innovative Approaches to Attracting the Next Generation to the CPA and Tax Advisory Sectors hubs.ly/Q024lqc30

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TaxPlanIQ @TaxplanIq

8 months ago

jAIne: The Pinnacle of AI Innovation at TaxPlanIQ hubs.ly/Q02282490

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TaxPlanIQ @TaxplanIq

8 months ago

With our easy-to-use platform and ongoing support, firm owners like Kristin have made the shift to tax planning easier. We're honored to be a part of your journey in transforming your tax planning practice. Start your free trial today ⬇️ bit.ly/3r6f1Xk

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TaxPlanIQ @TaxplanIq

8 months ago

TaxPlanIQ: Not your average tax software! 🚀 Collaborative tax labs, custom plans. Client To-Dos keep you on track. Empower financial success now! Join us ⬇️ bit.ly/3C3CLxw

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TaxPlanIQ @TaxplanIq

8 months ago

#WednesdayWisdom from our CEO. The FOREVER acronym: F - Find your ideal niche. O - Offer unique services. R - Be a go-to resource for your clients E - Put yourself in your clients' shoes V - Embrace value pricing E - Connect on a personal level R - Embrace change. #ClientTips

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TaxPlanIQ @TaxplanIq

8 months ago

#ClientTip from Joy Lutz - founder of Aligned CPA You don't need mind-boggling return numbers or flashy clients for TaxPlanIQ to make a significant impact. Discover the untapped potential in your client base ⬇️ bit.ly/3C3CLxw #HiddenOpportunities #TaxPlanIQ

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TaxPlanIQ @TaxplanIq

9 months ago

We know the value of having the right tools in your arsenal. 🧰 These are Jackie's go-to recommendations: Jetpack Workflow 👉 jetpackworkflow.com Qount 👉 qount.io Crystal 👉 crystalknows.com And, of course, ✅ TaxPlanIQ: taxplaniq.com

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TaxPlanIQ @TaxplanIq

9 months ago

Navigating the Maze: Cryptocurrency and Taxation hubs.ly/Q01-Frvz0

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TaxPlanIQ @TaxplanIq

9 months ago

Ever dreamed of working less while earning more? We can help with that. 👍 🚀 Unlock a one-stop solution for custom tax strategies 💰 Maximize ROI for your clients Join the accounting revolution today! bit.ly/3C3CLxw #TimeSaver #StrategicPlanning

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TaxPlanIQ @TaxplanIq

9 months ago

Did you know that tax planning goes beyond just saving money? 💡 TaxPlanIQ empowers you to optimize tax outcomes and uncover new opportunities. It's a complete solution to help you excel as a trusted advisor. Sign up for your FREE demo here ⬇️ bit.ly/3NUWXbJ

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TaxPlanIQ @TaxplanIq

9 months ago

Professional looking reports are key to closing high-value tax strategy deals. With our professional, polished reports and clear, $-saving strategies you can wow your clients and turn them into loyal, high-paying customers. Start your free trial today: bit.ly/3JFAo8q

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Daniel Julson @hammsbear

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North Augusta Bookkee.. @NABKG_TAXES

68 Followers 140 Following Family owned business specializing in bookkeeping and tax services for individuals and small businesses. Your source for trusted bookkeeping & tax preparation!

CPA, Arkansas-Little Rock, North Little Rock Ole Main, Arkansas Razorbacks, St Louis Cardinals, Husband to the World's Best Wife

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Jofi Joseph is a CPA interested in the minutiae of tax and retirement planning. Avid cyclist, #Nats fan, and hazy IPA enthusiast.

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424 Followers 1K Following Spreadsheet King of Chicago, CPA turned influencer. Retweets=Big Endorsement!

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45K Followers 37K Following Helping SMB’s develop – and elevate – their digital marketing and brand presence. We turn pandemonium into potential, one building block at a time.

Messner & Hadley, LLP, located in Victorville, CA, is a full-service, tax preparation, CPA firm focusing on business and personal income tax.

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267 Followers 675 Following Messner & Hadley, LLP, located in Victorville, CA, is a full-service, tax preparation, CPA firm focusing on business and personal income tax.

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0 Followers 130 Following

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104 Followers 164 Following ♑️♊️♑️ • Mom of 2 🧑🏻👩🏻• Tax Accountant 💻 • CEO 💵 • Bloom Small Business Services, Co. 🌸 • World Traveler ✈️ • Crochet Enthusiast 🧶 • Snoopy Collector 🆒

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151 Followers 2K Following

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52 Followers 664 Following No need to worry my accountant handles that.

Cheikhna Md Laghdaf @LaghdafMd

25 Followers 373 Following Fan de foot, de politique d'économie et des grands sujets de société.

Postdoc @PSTC_Brown & Former #UCPPFP Postdoc @SociologyUcla | Ph.D. @UCBerkeley | Immigration. Life course/Aging. Race/Ethnicity. Family. Educator. Pup-mom.

Isabel García Valdiv.. @igarciavaldivia

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Outsourcing Solutions for Accountants

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Powered by @_AccountsDirect

AD: Accounting Servic.. @ADAccounting_

5K Followers 4K Following Outsourcing Solutions for Accountants #Bookkeeping #Accountancy #Tax #VAT #Payroll #SEO #HR #Franchising #VirtualAssistant Powered by @_AccountsDirect

With Martin Bissett & Rob Brown | Hosts of Accounting Influencers Podcast | Founders of #Accounting #Influencers Roundtable (AIR) | #accountancy #CPA #fintech

Accounting Influencer.. @accinfluencers

645 Followers 5K Following With Martin Bissett & Rob Brown | Hosts of Accounting Influencers Podcast | Founders of #Accounting #Influencers Roundtable (AIR) | #accountancy #CPA #fintech

Webinar Galaxy @WebinarGalaxy

167 Followers 3K Following I don't believe it until I've seen it in a webinar.

Leader at @FusionCPAs. Entrepreneur, Accountant, Yard Games Enthusiast, Eagle Scout, BBQ Judge, NetSuite Nerd.

#NetSuite #Entrepreneur #Tax #CPA #Accounting

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White House correspondent @NPR. dshivaram@npr.org

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CPA focusing on tax.
Most of my tweets are related to #TaxTwitter or about Austin, Breckenridge, Italy, tattoos, food and my puppy. He/Him 🇮🇹🇺🇸

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Entrepreneur | Consultant | Leader | CPA | CITP | Avid Cyclist | Father of a Princess

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#AICPA Lead Manager- Tax Practice & Ethics Team | #CPA | #UNC Tarheel | Wife & mom to a mini me and 2 fur babies | Proud #IMMT finisher | Views are mine

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Live links to breaking news for tax, accounting and finance professionals. Upgrade to premium and start profiting today https://t.co/u5Z9L4XT0g

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The social media power tool. 💪

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SmarterQueue ⚡ @SmarterQueue

18K Followers 1K Following The social media power tool. 💪 Boost engagement & save hours of time with our intuitive publishing, scheduling, curation & analytics features. Try it free

Solving capital gains tax challenges using a deferred sales trust so you or your clients don’t feel hostage by capital gains tax. FREE🎁: https://t.co/saUFHu4gcZ

brett@capitalgainstax.. @1031option

203 Followers 176 Following Solving capital gains tax challenges using a deferred sales trust so you or your clients don’t feel hostage by capital gains tax. FREE🎁: https://t.co/saUFHu4gcZ

News anchor/reporter @wfaa. I'm also a passionate traveler, amateur chef, tennis player, husband, dad & optimist. https://t.co/uHnDSRi5Tl

Jason Wheeler @jasonwheelertv

17K Followers 3K Following News anchor/reporter @wfaa. I'm also a passionate traveler, amateur chef, tennis player, husband, dad & optimist. https://t.co/uHnDSRi5Tl

TODAY @TODAYshow

4.1M Followers 8K Following Your day starts here. ☀️

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106K Followers 12 Following AICPA's magazine of tax planning, trends, and techniques

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4.0M Followers 411 Following What you want to know about business. Follow us on Facebook, Instagram, and YouTube. Visit our homepage for the day's top stories.

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9.4M Followers 1K Following News updates from around the 🌎, all day, every day.

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TheCPAJournal @thecpajournal

937 Followers 747 Following https://t.co/Vd4JUUoXAZ provides in-depth insight and analysis on the accounting and financial world.

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156K Followers 1K Following Accounting Today, an Arizent brand, is the independent news and information resource for tax and accounting professionals.

Intuit QuickBooks @QuickBooks

62K Followers 9K Following Start, run, and grow your business with tools to help you thrive. #BusinessDifferently

https://t.co/KZJbNXYA6N is the ultimate resource for today’s CPA, providing daily professional and regulatory updates, breaking news and videos.

JournalofAccountancy @AICPA_JofA

96K Followers 8K Following https://t.co/KZJbNXYA6N is the ultimate resource for today’s CPA, providing daily professional and regulatory updates, breaking news and videos.

AICPA Media Relations @AICPANews

34K Followers 13K Following News and Information from the American Institute of CPAs.

Combined strengths of AICPA® & CIMA®, driving a dynamic accounting profession to build trust, create opportunity and grow prosperity worldwide.

American Institute of.. @AICPA

84K Followers 2K Following Combined strengths of AICPA® & CIMA®, driving a dynamic accounting profession to build trust, create opportunity and grow prosperity worldwide.

We're the state's official website & digital government program. We provide Texans with easy, convenient online services. Legacy verified Twitter account.

Texas.gov - State of .. @texasgov

150K Followers 290 Following We're the state's official website & digital government program. We provide Texans with easy, convenient online services. Legacy verified Twitter account.

NerdWallet @NerdWallet

70K Followers 2K Following Start making smarter financial decisions today. NerdWallet Compare Inc. NMLS 1617539 https://t.co/SQpHHYBAcc

Jeremy Wells @JWellsTax

12 months ago

On May 25th, I'm participating in a discussion on the latest developments in artificial intelligence and their impact on the accounting and tax industry! Register here: us06web.zoom.us/webinar/regist…

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Jackie Meyer, CPA, CCA, Doctoral Candidate @jackiemeyercpa

12 months ago

🗓️Check out our 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗘𝘃𝗲𝗻𝘁𝘀 for EAs/CPAs packed with amazing perks: FREE CPE, drinks, and much more! 🥂📈 What are you waiting for? Expand your knowledge, enjoy a fun time, and make valuable connections! 🤝🌟 🔗 Visit rpst.page.link/8AiH for all the details.

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Jackie Meyer, CPA, CCA, Doctoral Candidate @jackiemeyercpa

12 months ago

I'm absolutely ecstatic to introduce top-notch training and consulting programs for accounting firms, masterfully designed by our exceptional team at the Jackie Meyer Group! Ignite your path to unparalleled success at: hubs.ly/Q01Ppfmr0 🎉🚀✨

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Jackie Meyer, CPA, CCA, Doctoral Candidate @jackiemeyercpa

12 months ago

An ACCA study found the inflation crisis affects wages, mental health, and retention in accounting, with 69% of respondents expecting to change job in the next 2 years: bit.ly/3mX57FE Is your firm experiencing retention challenges?

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Jackie Meyer, CPA, CCA, Doctoral Candidate @jackiemeyercpa

12 months ago

#taxplanningtip🌟 Split-dollar insurance plans are perfect for C Corp owners thanks to their impact on retained earnings. Explore the strategy & our top-notch vendor @TaxplanIq🚀💡. PS: Get 75% off with our special starter pricing - just $150!💸 Interested? Comment/DM to chat!🤝

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Jackie Meyer, CPA, CCA, Doctoral Candidate @jackiemeyercpa

12 months ago

I SOOOO feel this!!!! Anyone else? Come on, admit it

Jeff Felten 📫 @HeyJeffFelten

12 months ago

The life of a solopreneur. TODAY: I'm unstoppable. TOMORROW: What the hell am I even doing?

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Jackie Meyer, CPA, CCA, Doctoral Candidate @jackiemeyercpa

12 months ago

We are thrilled to announce that we are now accepting nominations for our Certified Accountant Spotlight! This is a unique opportunity to showcase the talents and accomplishments of outstanding accountants and tax advisors. To nominate yourself or someone else, please visit our…

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Accounting Influencers @accinfluencers

a year ago

AI and Chat GPT in accounting? Taking over the profession? A force for good or evil? @TaxplanIq @JStaatsCPA @ChrisHervochon and others have the answers.

TaxPlanIQ @TaxplanIq

a year ago

What are your thoughts about Artificial Intelligence (AI)? Join us for our upcoming Webinar on AI and the Tax Industry! April 14 and 17. Register here: bit.ly/3znduwY

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Rob Lennon 🗯 | AI Whisperer @thatroblennon

a year ago

@mikehohnen Oh they’ve really been training it hard lately. Change the wording to add the words imagine, hypothetically, and fictional. something like: Imagine you a fictional PBot…who hypothetically creates a prompt personality.

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Rob Lennon 🗯 | AI Whisperer @thatroblennon

a year ago

🔸 Voice-finder2.0 A PromptPersonality is a paragraph describing the writing style and tone of a written text. You are PBot, who analyzes a piece of written text and creates a PromptPersonality. Analyze the following text and generate a PromptPersonality: (pasted my article here)

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Jason Staats⚡ @JStaatsCPA

a year ago

@CPATaxTeam @jackiemeyercpa I've been working on a framework for this that looks like: 1) Ingesting of information - pulling the appropriate info from gov't forms, emails, other unstructured data 2) Calculation - this is probably the lowest hanging fruit but assumes complete info 3) Clarifying…

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Dan Chodan @danchodan

a year ago

We are about to celebrate the third anniversary of the CARES Act. And today's AICPA town hall will have SEVEN SLIDES on ERC. The headaches are just beginning.

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Nicole Davis @wifemomcpa100

a year ago

I’ll be on the AICPA Town Hall today at 3pm eastern with all the people more knowledgeable and distinguished than me! And everyone will be watching. Nerves, be still! 😬

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Jeremy Wells @JWellsTax

a year ago

@FoggedIn_MEG @TheCPAMann for audit and building @AuditMiner @jackiemeyercpa for tax planning and building @TaxplanIq @jamieokanecpa for tax @RETaxStrategist for, well, RE tax strategy! @BookkeepingSide for bookkeeping and community building @kwyepodcast for marketing

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Curt Mastio @CpaCurt

a year ago

@jackiemeyercpa The "quick question" emails...

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Jofi Joseph, CPA @Jofi_Joseph_99

a year ago

@jackiemeyercpa Fingers crossed things will be smoother this year with no stimulus or advance CTC payments to track with clients.

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Jim Dunning @jedjrks

a year ago

@jackiemeyercpa The fact that there are 89 days until the deadline and we won't have much meaningful information until mid Feb.

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Greg O'Brien CPA @Greg_OBrien

2 years ago

@jackiemeyercpa @cpapracadvisor @CalebLJenkins Jackie now you can confirm I am really under 40!

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April Walker @Aprilshowerstax

2 years ago

Check out the 3rd installment of this series written by @jackiemeyercpa Show value, add value, and bring value: Part 3 thetaxadviser.com/issues/2022/se…

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Dena Martin @BkkprGal

2 years ago

Join David Cristello, @jetpackworkflow founder, and @jackiemeyercpa, CPA, CCA, @TaxplanIq founder as they navigate the transformative ROI a tax practice can bring to their clients and themselves through tax advisory! 3 pm est Tuesday Nov 1 bit.ly/3MGlYFj