MEYER TAX CONSULTING - Key Persons

Job Titles:

• Office & Happiness Manager
• Payroll, Client & Team Happiness

Assisting Jackie Meyer with her day-to-day tasks is the role of Cindy Grossman. Cindy completed her BA in Marketing from Wichita State University in 1983. Her career has included such companies as Quaker Oats, Fisher-Price Toys, and E.R. Squibb. Before joining MTC in August of 2015, she was an Office Manager for a local CFP. Cindy is an empty-nester and enjoys spending time with her two children, both Texas A&M graduates. Steve is an Industrial Design Engineer by trade and works as a consultant with Ernst & Young (Houston). Madison is an Executive Assistant with Deloitte (Dallas). In her spare time, Cindy likes to work out at the gym, spends time with her friends, attend Bible Study, and volunteers with the Cotton Bowl.

Job Titles:

• CTC, MSA

Jackie Meyer founded Meyer Tax because she understands what peace of mind financial security brings. After being raised by a single teacher, Jackie chose accounting as her career track to ensure she could sustainably support herself and her future family. Years later, the company still operates on that same principle. Providing customized tax strategies takes a relentless passion for pursuing the protection of someone's livelihood, and that is what Meyer Tax does. Meyer Tax operates with both automation (software) and a capable, caring team (tax and business professionals). As President and Founder of Meyer Tax Consulting LLC, TaxPlanIQ, and Concierge Accountant Coaching programs in Southlake, Texas, Jackie Meyer specializes in tax planning for executives that provide 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 2016-2019 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 an 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 has two children, Gabe and Alexandra, two large dogs she shares with her loving husband Mark, with whom she attends Gateway church and explores the world.

Job Titles:

• Business Development & Systems Integrator
• Social Media

Job Titles:

• Executive Assistant
• Jackie 's Executive Assistant

Lauren is Jackie's Executive Assistant. With a keen eye for detail and a passion for creating order and structure, Lauren supports Jackie with her schedule and administrative needs. She graduated from Indiana University in 2009 and began her career in the administrative field, where she discovered her love for keeping things organized and assisting others. Outside of the workday, Lauren enjoys spending time with her husband, two daughters, and dogs Alita and Kiki. Her family is her biggest joy along with traveling and serving her community and Church.

Job Titles:

• Tax Return Gatekeeper & Tax Manager

Before joining Meyer Tax, Veronica spent over 10 years working in the private and public accounting sector. She graduated from the University of Southern California and started her career with PricewaterhouseCoopers in Los Angeles. Veronica is a tax and accounting expert that manages our awesome team. She makes sure we are continually delivering quality results to our amazing clients and always looking for ways to save them money. Veronica works remotely from the DFW area, where she lives with her three daughters and her husband Zab. When she is not working she is driving her girls around the metroplex to the many activities they are involved in.