Artwork for podcast The Concierge CPA
30 - How to Hire a Tax Planner
14th September 2023 • The Concierge CPA • Jackie Meyer
00:00:00 00:32:13

Share Episode


I'm thrilled to bring you a replay of my appearance on the Keep What You Earn Podcast hosted by the incredible Shannon Weinstein. In this engaging discussion, we delve into the world of accounting and tax planning, shedding light on valuable insights that you won't want to miss.

I open up about my journey as the mastermind behind the Concierge Accountant Program and Tax Plan IQ, a groundbreaking tax planning software. My passion for uplifting the accounting profession and helping clients thrive in what they love to do has been a big motivator for me!

Shannon and I share how our paths crossed, leading us to an insightful exchange about my transition into accounting and the pivotal shift in my mindset that shaped my career. We debunk the myth that tax preparers automatically save you money, urging you to actively seek tax advisory services from your accountant. Proactive planning, as we discuss, is the key to financial success.

We explore the essence of tax advisory services, the difference between tax preparers and tax advisors, and the unique ROI method of tax planning that sets the stage for optimum financial strategies. While AI's role in the accounting field sparks fear and debates, I assure you that accountants won't be replaced. Instead, AI offers opportunities for accountants to redefine their roles and stand out in the industry.

As we wrap up our conversation, we touch on risk tolerance, priority savings, and choosing the right tax advisor. If you're intrigued by the world of tax planning, eager to understand AI's impact, and keen on optimizing your financial journey, this episode is a must-listen.

What you'll hear in this episode:

[2:25] How Shannon and Jackie met.

[7:30] Ask and demand tax advisory services from your accountant.

[13:30] Tax Preparation vs. Tax Planning.

[17:30] How will this make accountants obsolete?

[23:05] How to get started with tax planning?

[28:00] How to choose the right tax advisor?

Connect with Jackie on Instagram @jackiemCPA

Check out more of Jackie’s work at



More Episodes
30 - How to Hire a Tax Planner
29 - The Secret Behind the Top 1% Accounting Firms
28 - Don't Drop Your Balls: The Art of Prioritization
27 - Exploring The New Horizons of AI in Accounting with Scott Scarano, Randy Johnston, Kelly Mann, Jeremy Wells, and Jessica Smith
26 - Exploring AI Integration and Personalization in Accounting with Rob Brown, Chris Hervochon, Patrice Malloy, and Jason Staats
25 - 5C's (From Cannabis to Crypto) You'd Never Put Together with Crystal Wampler
24 - Charting the Future of AI in Accounting with Darren Glanville, Ed Kless, Donny Shimamoto, and Shannon Weinstein
23 - Being Present with Mariette Martinez and Misty Megia
22 - The Journey to Tax Accounting Services with Platinum Book Keeper's Tania Santos
21 - The Credit Guy with Tri-Merit's Randy Crabtree
20 - The Accounting Titan with GO CPA's Greg O'Brien
19 - The Royal and Wise Queen of QuickBooks with Royalwise's Alicia Pollock
18 - Hoping for a Secure Future with Donny Shimamoto
17 - The Process Guy with Hall CPA PLLC's Brandon Hall
16 - Behind the Curtain with Realize's Jason Staats
15 - She Who Cares with Jones Taxing and Financial's Shanita Jones
14 - The Heater with Lorilyn Wilson
13 - The Social Butterfly with JWellsCFO's Jeremy Wells
12 - An attorneys insight on ERC and the IRS with Moskowitz LLP's Steve Moskowitz
11 - Driving Efficiency through Discipline with Chuck Bauer
10 - Examples of Integrating Faith in Work with EIL's Joe Petersen
9 - Being Kind and Honest with Alex Meyer
8 - Time For Change with Martha Krejci
7 - Pairing Solutions with Protea Financial's Zane Stevens
6 - Redeeming Your Time with Jordan Raynor
5 - See Beyond The Numbers with Accounting and Taxes Corrin Woodard
3 - When To Start Your Business with DLD Accountancy's Dennis Duban
4 - Dream Bold with Tatiana Tsoir
2 - Just Do It with Small Business Tax Savings Podcast's Mike Jesowshek
1 - The Concierge CPA with Jackie Meyer