Did you know about Code Section 139 that was enacted during 9/11? It allows any business to provide personal gifts, living reimbursements, family costs, etc to anyone and these expenses become deductible to the business. It is also tax-free and non-reportable to the recipient. Learn about this gem of a strategy for tax firms that has little reporting and just a few steps to take for your business clients, saving an average of tens of thousands of dollars while helping their employees (or others like family) with disaster-related home expenses. Add this to your firm's suite of value-priced offerings, while it is available in 2020 only, and be your client's hero.
As President and Founder of Meyer Tax Consulting LLC in Southlake, Texas, Jackie Meyer specializes in tax planning for executives that provides a high return on investment. As a CPA and Certified Tax Coach, she offers concierge tax and accounting services to assist clients with anything from income shifting strategies to managing a family business in QBO.
With her team completely virtual spanning from Texas to Hawaii, the firm stays on the cutting edge of technology working closely with industry leaders on product development. Jackie is a proud participant of the prestigious Intuit ProConnect Tax Council for the 2016-2018 years, while also being a top rated speaker on small firm best practices.
Jackie began her career at Countrywide while obtaining a BS in Finance at UT Arlington. After realizing a zeal for taxes, she began working at Deloitte while pursuing a MSA at Southern Methodist University. Her drive to combine innovation with unparalleled client service came to light in 2010 as one of the youngest female CPA firm owners in DFW.
She works with local nonprofits, like GRACE family crisis support and the Southlake Public Library to harvest drive and opportunity for others. Jackie also has an infant Gabe, a toddler Alexandra, two large dogs, and loving husband Mark, with whom she attends Gateway church and explores the world.