MYCPE ONE
Jackie Meyer CPA (US), CCTA

Jackie Meyer CPA (US), CCTA

  • Dr. Jackie Meyer, CPA, a 40 Under 40 honoree (2018–2022), is an entrepreneur and speaker focused on tax and financial literacy. She founded an award-winning CPA firm and now leads TaxPlanIQ (AICPA 2023 Accelerator) while authoring The Balance Sheet of Lif
  • Jackie’s ROI Method of Value Pricing™ ties fees to client value and tackles burnout and culture issues. She speaks to thousands on AI, pricing, and leadership. Her mission is to improve health, wealth, and relationships—empowering professionals to thrive
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21+

Years of Experience

4.8/5

Average Rating

97%

Avg. Completion Rate

10+

Number of Courses
Reviews and Ratings

Discover ratings and feedback from learners who have gained valuable insights.

out of 5

375 ratings

Excellent

Very Good

Average

Poor

ED

Edward Davila Abreu, Director
5 rating rating rating rating rating

Great job!

OM

Owen McCafferty, Partner
5 rating rating rating rating rating

I was impressed by both ladies' knowledge of the planning process for tax planning. The process of charging for advise hourly or quoted based of a fixed prix provided the changes in thinking from the time that I started accounting 50 years ago. Not sure if the client is the beneficiary

RC

Rosio Castro, Other(s)
5 rating rating rating rating rating

Really interesting and well explained.

NL

Nicole Lahiff, Manager
5 rating rating rating rating rating

Super informative and interesting - really helpful!

JM

James McColl Jr, Managing Director
3 rating rating rating

Overall a good session - could have been tighter presentation

MT

Michael Trager, Partner
4 rating rating rating rating

Good

JM

James Murrer, Owner
5 rating rating rating rating rating

Good Course.

LM

Lisa McCormick, Specialist
4 rating rating rating rating

Very informative and the slides are great resources for the future.

LN

Lawrence Novick, Owner
5 rating rating rating rating rating

Well done

SD

Sean Daly, Partner
5 rating rating rating rating rating

Great presentation

BR

BRADLEY RITCHEY, Owner
5 rating rating rating rating rating

Excellent transfer of information

KT

Karen Tolley, Owner
5 rating rating rating rating rating

Enjoy learning about various tax strategies.

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Jackie Meyer CPA (US), CCTA

TaxPlanIQ

4.8
Through my courses on MYCPE ONE, I’ve helped professionals transition from compliance-driven work to value-based advisory, equipping them with tax planning strategies and leadership skills to grow their firms and better serve their clients.
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