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Jackie Meyer, CPA

Meyer Tax Consulting LLC
President and Founder
cpa@meyertax.com
888-272-1258

Meyertaxconsulting
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.

About Us: Our CPA firm, is a full-service, tax preparation accounting firm focusing on family owned businesses and advanced personal taxation. We provide tax preparation with the personalization that is needed with high net wealth clientele's evolving needs. As a CPA firm, we keep up-to-date with the changing tax laws and adhere to certain ethical standards and codes of professional conduct established by governmental bodies and peer organizations.

Upcoming Live Webinars

SECTION 139 DISASTER RELIEF: ALLOW BUSINESSES TO DEDUCT PERSONAL COSTS

Available Date(s)
Tuesday, July 07, 2020: 5:00PM EDT

Cost$20.00  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other      

Archived Webinars Offered

CLIENT RETENTION: THE FOREVER FORMULA

Date RecordedJune 30, 2020  CostFREE  Course Length1.0 hour  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

GOING VIRTUAL, BOTH INTERNALLY AND EXTERNALLY!

Date RecordedApril 27, 2020  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

YOUR VIRTUAL VACCINE: ESSENTIALS FOR THE MODERN TAX FIRM

Date RecordedApril 24, 2020  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

QUALIFIED BUSINESS INCOME YEAR 2 TRAPS AND TRICKS

Date RecordedDecember 23, 2019  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other    

MAKE BUSY SEASON GREAT AGAIN! FIX, PREVENT, AND IMPLEMENT

Date RecordedMay 3, 2019  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

SCHEDULE BY SCHEDULE: KEY STRATEGIES ON THE POSTCARD 1040

Date RecordedFebruary 22, 2019  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelIntermediate  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Enrolled Agent, Other    

YEAR-END TAX STRATEGIES FOR ACCOUNTING FIRM INFLUENCERS AND THEIR CLIENTS

Date RecordedNovember 15, 2018  CostFREE  Course Length2.0 hours  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other    

YEAR-END TAX UPDATE: THE DAILY EVOLUTION OF WHAT TO TELL YOUR CLIENTS

Date RecordedDecember 20, 2017  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other