Jackie Meyer, CPA, CCA, Doctoral Candidate @jackiemeyercpa
☮️Peace love and taxes🏅Concierge Accountant/ Tax Advisor Coach🌟 Forbes 🧠 TaxPlanIQ SaaS🎯 Recovering CPA firm owner👉Speaker/Consultant to tax advisors go.taxplaniq.com/10-Days-to-Clo… Southlake, TX Joined March 2009-
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🚀🧾 Hey friends! I've just developed a quick, anonymous 1-minute quiz designed to reveal potential tax savings you might be missing out on your 1040—typically 1K PLUS! 🔍 I'm looking for volunteers to test it out and provide some feedback. Your insights will be incredibly…
🌟 Exciting News: Our Pilot Program Wait is Over! 🌟 🚀 The time has come! We're thrilled to announce that the wait for our Taxpayer Pilot Program is finally over! For those who've been on the edge of their seats, get ready to be blown away. We’ve discovered an incredible…
This is getting spicy I see both sides….as an employer with a ton of ip training someone on it all then the employee leaving is rough
This is getting spicy I see both sides….as an employer with a ton of ip training someone on it all then the employee leaving is rough
Want tax savings ideas without the hefty time and cost? Meet TaxSavingsIQ. Comment "waitlist" if you want first access! veed.io/view/9c8ec018-…
🌟 Did you see my pilot program offer yet? Well, I’ve done two plans, one on my couch and another on a plane, and honestly, I had forgotten how much I adore doing this and the reactions from clients! 🚀📊 Major Tax Savings Alert! 🎉 In just 15 minutes, I unlocked a goldmine!…
Why selling my company for $10 million made me miserable (and what finally made me happy) - Fast Company fastcompany.com/90618281/why-s…
🏃♀️💼✈️ #TravelFails When your Uber driver plays hard to get and turns a quick 6-minute wait into a 30-minute saga… 🕒🚗 Arrived at DFW airport, 25 minutes to spare, suitcase in tow (60 lbs of precious CCA swag no less) and… SURPRISE! The weight machine is on a break. 🚫⚖️…
🎉 Happy Tax Day—said no one ever! 🎉 (seriously though, file your extension AND pay if you haven’t finished it) But what if this year could be different? Join our pilot program and let’s make Tax Day a day to look forward to! We’re not just crunching numbers—we’re uncovering…
Today, we have 20+ small businesses in our portfolio. And there's one critical growth lever that's oddly overlooked... Pricing. Just listen to Y Combinator partner Kevin Hale explain why pricing is so important:
What about you? Here’s a hint for my answer 🪩🪩🪩
What about you? Here’s a hint for my answer 🪩🪩🪩 https://t.co/HzmaFErrFc
Nothing makes my blood boil more than when a client receives an IRS letter of thousands due because of an IRS mistake. The time we spend as accountants fixing IRS mistakes on the taxpayers dollar is ridiculous.
FOMO on Tax Savings? Not This Year! 🚀 Are you worried you're missing out on lower taxes? This Tax Day, we're changing the game. (Go ahead and file 2023…we got ya for 2024!) 🌟 Introducing an AI-powered tax revolution, coming soon to every taxpayer near you! Simplify your…
Logan Graf @LoganGrafTax
19K Followers 721 Following Pioneering the CPA firm owner landscape. I also make YouTube videos :) YT: https://t.co/oXYIMA0U2oBrian Streig, CPA @cbriancpa
23K Followers 3K Following CPA focusing on tax. Most of my tweets are related to #TaxTwitter or about Austin, Breckenridge, Italy, tattoos, food and my puppy. He/Him 🇮🇹🇺🇸Nicole Davis @wifemomcpa100
14K Followers 2K Following Wife to 1, mom to 5 & CPA to many | Speaker | Coach | I share my journey of being a firm owner with the hubs & 5 children | Forbes Top 200 CPAs | #WomenTalkingLorilyn Wilson, CPA @LorilynWilson
16K Followers 747 Following CPA | Owner Lake Oswego Tax | Recovering D1 Athlete (Go Blue) | I also help accountants create content on social media | Honorary MattSabrina the SALTy CPA @IraGilligan
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63K Followers 6K Following I share #tax and #law stories for @Forbes. Lawyer, writer, proud mom. Happiest with #coffee ☕ and my kids. Free tax newsletter signup at the link below.Shane Sullivan @idkshane
3K Followers 929 Following tweets about accounting, taxes, movies, and footballNayo Carter-Gray, EA @NayoCarterGray
8K Followers 3K Following Virtual Accountant who loves a corny joke, funky glasses, and is passionate about #technology. Host of @TYFVirtual #ForbesTop100MustFollowTaxTwitterAccountsMountain West Tax, CP.. @mountainwesttax
8K Followers 3K Following Building a tax firm in Denver, COMatt Metras 🍕 cryp.. @EmDeeEm
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4K Followers 3K Following Dually licensed CPA 👩💼 | Accounting Faculty 👩🏼🎓📚 | Doctoral Candidate 🌊 | 100m Finisher | UESCA Coach🏃♀️| AxSpaRachel Fisch, CPB @Fischbooks
9K Followers 5K Following GM of NA @dextofficial, CEO @RealtyTaxCA, with a passion for the future of the profession @cpbcan, 80s Music Nut, taller than my headshotJosh Youngblood, EA @JoshYoungblood
2K Followers 1K Following Enrolled Agent, NTPI Fellow, CTRS, Tax 💰, Tech🧑🏻💻 , Traveling ✈️. Solving problems and loving it. Proud Parent 🐶 & Happy Husband💍. 🌈Mary @AccountingAsArt
12K Followers 3K Following CPA. Former teacher. Fierce defender of those I hold dear. Unrealistically optimistic. Typically sarcastic and salty af. Plucky comic relief. she/her/hersMegan Genest Tarnow @MeganTarnow
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5K Followers 2K Following ✨Head of the Accountant Channel @freshbooksaccts | @freshbooks ✨Creator of Collaborative Accounting™ ✨Founder of the #VPDExperimentManInTheHat (▀̿Ĺ�.. @CSquared_Esq
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2 Followers 272 FollowingPaulaTheSmall @PaulasPicks
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9 Followers 115 FollowingMawar Rae @naevia_88
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3 Followers 92 Following Passionate about numbers and helping businesses thrive. Expert in accounting, tax strategies, and financial planning. Let's make your money work smarter! 💼📈Audi Peter @PeterOAudi
46 Followers 181 Following 🇰🇪 CPA📠 Chess ♟️ Exhilarated by everything Tech🛩️, Green🌍 and/or disruptive.🪖Intellgus @Intellgus__
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35 Followers 317 FollowingEric Larson @MrEricLarson
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26 Followers 423 Following #SeniorAccountant (US GAAP) #Masters in Accountancy #CAFinal #Auditing #Taxation Looking for freelance work in areas of Accounting, Taxation and AuditingTucker Cusano @TuckerCusano
252 Followers 256 Following WR | C/O 2025 | 6’3 200 pounds | Coppell High School | TX | 3.7 Unweighted GPA | Football | (214) 897 1844 | 40 Yard - 4.5Sazedul Karim @sazedulkarim454
208 Followers 2K Following Experienced Accountant & Proficient in QuickBooks, Xero, A2X E-commerce Accounting,Tally. Let's optimize your finances! #QuickBooksonline #Xero #A2X #ProAdvisorA2D Biz Solutions @A2dBiz
43 Followers 260 Following A2D: Tailored accounting solutions for your unique needs. Industry experts driving financial success through tech-driven efficiency. Trust A2D for expert guidanjoel walker @joelwalker6
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258 Followers 817 Following Nerdy Tweets about 1031 Exchange, Cost Seg, RE IRA/401k https://t.co/c1hzTphGmQ | https://t.co/6zt2w8iEid |Cathy Curtis @cathy__curtis
494 Followers 6K Following CFP®, I run a financial planning/investment firm helping women lead successful financial lives #CNBCFACouncil #swimmer #yogini #bookworm #fashionistaVlad @VladPasca5
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8 Followers 218 Following 我是汽車貿易商,專營各大廠牌汽車進口,每輛車都擁有美國當地第三方認證證書,嚴謹把關品質、出港船運、進港報關、專業車測領牌皆一手包辦,一條龍的服務可以替您簡省許多成本GLOBOOKS @globooks_s
0 Followers 17 FollowingJohn Wazydrag, CPA @johnwazydrag
124 Followers 126 Following I love the sales & marketing side of accounting and tax | Former CPA Firm Owner | 6+ years in accounting 😎🧮Cendrowski Corporate .. @Cendrowski_Corp
195 Followers 557 Following Empowering enterprises, private companies, and high-net-worth individuals with: 🧠 Strategic insights 💵 Financial services ⚖️ Litigation supportlily @lily52001184493
6 Followers 404 FollowingSagenext Infotech @Sagenextinfo
2K Followers 918 Following Sagenext with world-class cloud infrastructure and a wealth of experience in #hosting popular #tax and #accounting software. Call +1.855.922.7243 (Toll-Free)Cameron Montgomery @Cameron17198809
268 Followers 1K Following Teaching Bookkeepers & Accountants How To Get More Virtual Clients Through Simple And Systematic MarketingLogan Graf @LoganGrafTax
19K Followers 721 Following Pioneering the CPA firm owner landscape. I also make YouTube videos :) YT: https://t.co/oXYIMA0U2oJason Staats⚡ @JStaatsCPA
21K Followers 290 Following I run a daily podcast for accounting firm runnersBrian Streig, CPA @cbriancpa
23K Followers 3K Following CPA focusing on tax. Most of my tweets are related to #TaxTwitter or about Austin, Breckenridge, Italy, tattoos, food and my puppy. He/Him 🇮🇹🇺🇸Adam Markowitz @adammarkowitzEA
21K Followers 288 Following Luminary Tax Advisors. Enrolled Agent. #TaxTwitter-er. Forbes Top 100 Tax Accts to Follow 2021. Bloomberg Tax Pros to Follow 2022. WOCC Small Biz of Year 2023.Nicole Davis @wifemomcpa100
14K Followers 2K Following Wife to 1, mom to 5 & CPA to many | Speaker | Coach | I share my journey of being a firm owner with the hubs & 5 children | Forbes Top 200 CPAs | #WomenTalkingLorilyn Wilson, CPA @LorilynWilson
16K Followers 747 Following CPA | Owner Lake Oswego Tax | Recovering D1 Athlete (Go Blue) | I also help accountants create content on social media | Honorary MattAlicyn McLeod @AtlantaTax
6K Followers 718 Following CPA, CFP® | Accountant, tax advisor, wealth manager | she/herSabrina the SALTy CPA @IraGilligan
13K Followers 2K Following I help tax pros navigate SALT for their clients. Unfiltered content. #ADHD and thriving. #TaxTwitter. Matt Club Member.Matthew J. Cordes, EA @cordes_tax
8K Followers 3K Following Husband. Father. Small town tax pro. Fan of smoked meats, #DadJokes & #TaxTwitter Tweets≠tax advice. Millennial Boomer. #FreshPAC2024 - Micah 6:8Blake Oliver @BlakeTOliver
10K Followers 2K Following CPA and Co-host @AcctPod 🎧 the most popular podcast for accountants and bookkeepers. Founder @earmarkcpe — earn free CPE for listening to podcastsKelly Phillips Erb @taxgirl
63K Followers 6K Following I share #tax and #law stories for @Forbes. Lawyer, writer, proud mom. Happiest with #coffee ☕ and my kids. Free tax newsletter signup at the link below.Matt Foreman @ForemanTaxLaw
14K Followers 148 Following Tax lawyer, sports fan, memorabilia (cards/bobbleheads) collector. Tweets are not legal advice; views are mine, not my employer's. He/himShane Sullivan @idkshane
3K Followers 929 Following tweets about accounting, taxes, movies, and footballJeremy Wells @JWellsTax
5K Followers 102 Following COO/Head of Tax at Steadfast Bookkeeping. Proud husband & father. PhD, EA, CPA ♈️Nayo Carter-Gray, EA @NayoCarterGray
8K Followers 3K Following Virtual Accountant who loves a corny joke, funky glasses, and is passionate about #technology. Host of @TYFVirtual #ForbesTop100MustFollowTaxTwitterAccountskristenkeatsCPA 🦊 @kristenkeatsCPA
2K Followers 750 Following Founder of Breakaway BA. Life goal: Bring Joy to AccountingBrandon Hall @bhallcpa
15K Followers 317 Following Busting influencer tax "loopholes." CEO @therecpa. Host of the Major League Real Estate Podcast. I DIY lattes, pizza, & craft cocktails.Mountain West Tax, CP.. @mountainwesttax
8K Followers 3K Following Building a tax firm in Denver, COMatt Metras 🍕 cryp.. @EmDeeEm
4K Followers 3K Following Dad into taxes, tattoos and tequila, not typically at the same time. WICSD Board of Ed. / MCSBA President Crypto tax / EA / Tax writing and education he/himdavidleary @davidleary
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838 Followers 965 Following Entrepreneur|Retirement Planning Expert|Podcaster|Author|Leader|Husband|Father|Sooner Fan Tweets posted are my personal and own opinions.Gabriel Kohen, CPA @GabrielKohenCPA
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2K Followers 2K Following Registered principal offering security and advisory services through independent financial group LLC (IFG), a registered Investment Advisor Member FINRA & SIPCClint Bowers @clintbowers25
326 Followers 329 Following #DallasEntrepreneur #CPA #ProfitProphet, Support policies not politicians, “Good times, noodle salad”Codie Sanchez @Codie_Sanchez
494K Followers 957 Following Investing millions in Main Street businesses & teaching you how to own the rest | HoldCo + VC Fund | We should own our communities and corner stores.Tucker Cusano @TuckerCusano
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246 Followers 0 Following The Rundown is a collection of story ideas for journalists. Jeff Crilley spent 25 years in news and retired to form the first all journalist PR firm.MindShift @MindShiftKQED
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136 Followers 53 Following Powering financial greatness by integrating intelligent tax experiences wherever people make financial decisions.Sagenext Infotech @Sagenextinfo
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6K Followers 4K Following CPA/Managing Director of Advisory Services @ Withum Global Technology & Advisory Leader @ HLB International Accounting Today Top 100/CPA Global Thought LeaderJim Boomer @jimboomer
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595 Followers 234 Following TED-style speaker coaching, wellness advocate & speaker, food blogger, actively tweeting @SWeaverMPHSarah Prevost @mintagelabs
593 Followers 1K Following #QuickBooks & #Xero Certified. Legal accounting is my game! App integrator, Data Migration and Business Consulting is a passionDan Luthi @danluthi
1K Followers 723 Following Father of 4 amazing kids with the best wife ever! Process and tech stack junky/COO/accountant #ilovebbqLynda Artesani @lynda_artesani
2K Followers 949 Following We are legal accounting experts. We use QuickBooks Online, LeanLaw, and Clio along with other apps for an automated workflow. Cloud-based accounting.John Rea @johnrea88
506 Followers 580 Following Finance, systems analysis, and unlimited nuclear-powered abundance. Founder @scrutinize_io.Bookkeeping Side Hust.. @BookkeepingSide
2K Followers 595 Following Bookkeeping Side Hustle - where bookkeepers/accountants/tax pros take control of their career & start working virtually. Run by Chief Hustler @KateJoMcJohnsonAccounting High @accountinghighs
429 Followers 21 Following Welcome Students! Sit back, relax, and open your mind… because class is in session.Ryan the Real Estate .. @LearnLikeaCPA
6K Followers 322 Following I help real estate investors save money on taxes.Kate Josephine McGill.. @KateJoMcJohnson
382 Followers 662 Following Wife to 🔥 Fighter Pilot, Mom, Business Owner, Bookkeeper Extraordinaire, #Baylor Fan, Hustler Proverbs 3:5-6Rafael Casas @RafaelCasasQF
1K Followers 3K Following Director, Strategic Alliances & Partnerships @QuickFeeUS | @Oracle, @Netsuite, @SageGroupPLC alum | @AICPA BLI Author | Advisory Board - @WallStreetBTCSteve Cunningham @stevecunningham
3K Followers 38 Following I make AI simple for executives and entrepreneurs. Previously a lawyer for exactly one week.George Affleck (Found.. @CurveComms
10K Followers 9K Following Helping businesses and nonprofits grow with better content and smart ad buys. No more wasted marketing efforts. Real results. https://t.co/xv16BkWBlEFinancial Cents @_FinancialCents
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3K Followers 4K Following Your friend in the book business. Publisher and book coach who specializes in helping speakers, coaches, and business owners write books as marketing tools.Kate Hanley @katewhanley
1K Followers 1K Following 📚Author of "How to Be a Better Person" & host of the daily podcast of the same name | 🌎We CAN make this world a better place, y'all. Oh, yes we can! | she/herxAI @xai
996K Followers 36 Following@aterrycpa74 As an employer, it means a lot when an employee says thank you. Then I say thank you back. 😂
@jackiemeyercpa Exciting news! Can't wait to learn more about your Taxpayer Pilot Program.
@jackiemeyercpa Wow, maximizing tax savings in just 5 minutes sounds like a game-changer! Efficiency is key in our field, and tools like this can make a huge difference. Thanks for sharing, definitely checking out TaxSavingsIQ.com
@jackiemeyercpa @HolmquistInTax @ChrisGenoCPA @J_Stephens_CPA @EricChaimowitz @MagisterTax @MarkWal69447733 @clintbowers25 @tenniscpa2 @CPATaxTeam @smls_accounting @MichaelTannery @JoshYoungblood @bsuecannon We missed you! But I represented the ladies well. We need to schedule that lunch. Before school gets out. Or shoot, maybe even after school is out if you know a fun place for medium-sized humans to run around.
@J_Stephens_CPA @clintbowers25 @MichaelTannery @BookkeepingSide @ChrisGenoCPA @MagisterTax @JoshYoungblood @EricChaimowitz • I stopped @EricChaimowitz from starting the EA/CPA debate in the middle of the bar (“sir this is a Flying Saucer”) • @adammarkowitzEA name was invoked “The IRS Agent” • @BookkeepingSide drove many miles • @J_Stephens_CPA held back his opinions on TR What a night!
WE DID IT! #DFWTaxTwitter
The DFW #TaxTwitter community came together in person @clintbowers25 @MichaelTannery
Most underrated business truth: It's more profitable to sell your current customer more things than to find new customers. The 6 secrets to increasing a biz's value:
On @JStaatsCPA pod, he was talking about how we, as tax pros, have a tendency to say "I'll get to it right after 4/15" and then nothing gets done until the end of May. I finally started saying "we don't even start on extended returns until after 5/15" no one listened but it made…
Path to your first $100k. Get a job. That pays you more if you do more. Mimic everything the top performer does. Get in early, stay late. Until you can't possibly earn or learn more. Then apply for a higher-paying job.
My son practiced with more tax data entry. As he input numbers into the tax software, he asked all the right questions and double-checked his work. Experienced discrepancies and later I realized the complexity of the return. He’s gradually and eagerly learning.
You know that question you've been waiting to ask your accountant because you knew it was tax season, the first day after the deadline isn't the best time to send it, unless it really is an emergency. Give us a day or two to get caught up on life in general.
There is a shortage of CPA's and EA's. Public Accounting is currently 25% understaffed. I expect the industry to become further understaffed in the next five years. We have talked to potential new clients who have told us that we are the 18th CPA firm they called and the only…
It seems as if there is a shortage of CPAs. My CPA and several others I know are not taking on new clients. Is anyone else seeing this?
And once your price is right... Next step is to increase your reviews. Guide on that here for you: contrarianthinking.biz/485Vveb
One final note: it IS very possible to shoot yourself in the foot with raising prices. Be transparent and a human... The right messaging goes a long way. Patrick Campbell, founder of $200M company ProfitWell, has an email template you can use:
8. You don't incentivize longer commitments The longer a client commits, the more valuable they are. Offer discounts for clients who sign 6-12 month contracts upfront. It's a win-win: they save money, you get guaranteed cashflow.
7. You don't offer subscription options Subscriptions are the holy grail of pricing. Predictable, recurring revenue makes you less reliant on wily one-off sales. YC partner Aaron Epstein explains how SasS businesses make a killing here...
Today, we have 20+ small businesses in our portfolio. And there's one critical growth lever that's oddly overlooked... Pricing. Just listen to Y Combinator partner Kevin Hale explain why pricing is so important: