In a profession losing more accountants than gaining them, Dr. Jackie Meyer is on a mission to change how tax professionals build their firms—and their lives. A natural-born entrepreneur driven by fierce independence and a determination to create stability, Jackie chose accounting for practical reasons. But her true passion always leaned toward psychology and helping people thrive. 

Today, she’s found a way to do both. As the founder of the 8-figure SaaS platform TaxPlanIQ, Jackie helps tax pros move beyond compliance to advisory, blending smart pricing with meaningful relationships. It’s a philosophy she’s honed through years of coaching small masterminds, refining best practices, and insisting on keeping the “heart in the middle of the relationship,” even as technology and AI reshape the profession. 

Why Her ROI Method Goes Beyond the Numbers 

At the center of Jackie’s approach is what she calls the ROI Method of Value Pricing™ — a mindset that shifts the conversation from hours billed to true outcomes delivered. It’s not just about charging differently; it’s about creating a firm where the return on investment is felt by clients and by the professionals doing the work. 

In this episode of The Enrolled Agent Advocate Podcast, host Brandy Spears talks with Jackie about why fighting burnout takes more than just better time management—and why workaholism remains one of the biggest threats facing the industry. Jackie shares how she sets strict work boundaries, structures her days for different kinds of work, and keeps her hours realistic to protect her well-being. 

She also offers a glimpse into her upcoming book, The Balance Sheet of Life (or possibly The ROI of You—the title is still a work in progress), which helps professionals evaluate their personal “assets and liabilities” across health, wealth, and relationships. It’s all about ensuring the return isn’t just financial, but deeply personal. 

A Different Definition of Success 

Whether you’re a solo EA just starting out, running a multi-employee firm, or somewhere in between, this episode is packed with practical ways to rethink your pricing, your firm culture, and your own definition of success. As Jackie puts it: 

“Success isn’t just what you earn, but how you feel while earning it.” 

Listen now and get inspired to start designing a practice that works for you—not the other way around. 

 

About TaxPlanIQ & Your Member Benefit 

TaxPlanIQ gives tax and accounting firms tools to maximize savings opportunities for clients while building sustainable advisory revenue. Its platform makes it simple to upload a client’s 1040, explore curated tax strategies, and create a customized, strategic tax plan in just a few clicks—complete with savings estimates, step-by-step implementation, IRS court case references, pros and cons, and vetted partners for each strategy. 

As an exclusive benefit, NAEA members receive 10% off their TaxPlanIQ subscription.