Honoring visionary Professionals and Firms whose exemplary contributions redefine excellence, inspire innovation, and drive transformative progress, setting new industry benchmarks
I’m Dr. Jackie Meyer, and I’m not your typical CPA. I built a 7-figure firm working just 4 hours a week while managing multiple businesses, raising a family, traveling the world, wrangling five pets, and living with chronic fatigue. I’m the founder of the eight-figure company TaxPlanIQ, which supports over 500 accounting firms in democratizing tax planning through modern advisory. I created the ROI Method of value pricing, led IRS reform efforts on national AICPA committees, and have taught tens of thousands of accountants the ins and outs of the new tax code. But beyond the numbers, I’m deeply passionate about aligning financial health with mental well-being. That’s why I developed the Balance Sheet of Life, a framework to help high achievers like me, and maybe like you, turn profit into peace