The new step-by-step guide to turning the stress of tax season into financial opportunity—for both professionals and the public.
From CPA Trendlines
In an era when accountants and tax advisors play a crucial role in helping millions of Americans navigate complex tax laws, the new “Balanced Millionaire” handbook by Dr. Jackie Meyer, CPA, offers a new approach to the profession—one that benefits not only practitioners but also taxpayers seeking smarter, more transparent, and more personalized service.
“The Balanced Millionaire: Advisor Edition“
Now available exclusively from CPA Trendlines.
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Dr. Meyer, a nationally recognized CPA and founder of TaxPlanIQ, has trained thousands of practitioners in value-based advisory methods that have generated millions in client tax savings. Her new book is part manifesto, part manual—a call for an industry transformation that benefits every taxpayer.
“This is about making the system work better for everyone,” Meyer says. “When tax professionals are less burned out and more focused on value, taxpayers get better results and a better experience.”
The handbook provides a roadmap for professionals to transition from compliance-heavy work to strategic tax and financial advisory services—saving clients more money, improving accuracy, and alleviating accountants from burnout. Drawing from her groundbreaking ROI Method™ of Value Pricing, Meyer demonstrates how firms can measure and deliver tangible return on investment for clients while creating sustainable, balanced businesses.
With forewords by industry thought leaders Amy Vetter, CPA, and Ron Baker & Ed Kless, “The Balanced Millionaire” provides practical strategies to:
- Help taxpayers access proactive tax savings and planning insights once reserved for the ultra-wealthy.
- Equip accountants to use AI and automation to improve service, accuracy, and affordability.
- Rebuild trust between advisors and taxpayers through measurable outcomes, not hourly fees.
“Tax compliance has long been a source of frustration for both preparers and taxpayers,” according to Rick Telberg, founder and publisher of CPA Trendlines. “Jackie Meyer’s new handbook redefines the relationship between tax professionals and the people they serve—turning tax season into an opportunity for real financial improvement, not just form-filing.”