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Practice Management

A Year in the Life of a Tax Pro: Meyer Tax Consulting Ramps up for Season

November 2, 2017 May 22, 2018 / Patti Newcomer
A Year in the Life of a Tax Pro: Meyer Tax Consulting Ramps up for SeasonWe invited Jackie Meyer, a member of our Intuit® ProConnect™ Tax Council, to share insights about her online tax practice. Jackie Meyer is president and founder of Meyer Tax Consulting, LLC, in Southlake, Texas. Her team works with a select number...

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Practice Management

ProConnect™ Tax Online Customer Profile: Jeff Wilson II

April 27, 2017 July 24, 2017 / Amy Clark
ProConnect™ Tax Online Customer Profile: Jeff Wilson IIMeet Jeff Wilson II, owner of The WII Group in Clinton, Md. Jeff has four full-time employees and three part-time/contract employees, and processes 100 to 150 returns each year. A QuickBooks ProAdvisor®, Jeff is advanced certified in QuickBooks® Online (QBO)...

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Practice Management

ProConnect™ Tax Online Customer Profile: Alejandra Matias

April 10, 2017 April 19, 2017 / Amy Clark
ProConnect™ Tax Online Customer Profile: Alejandra MatiasMeet Alejandra Matias, a QuickBooks ProAdvisor® certified in QuickBooks® Online who started her practice, Taxes United LLC, in Phoenix in 2010. An Intuit® ProConnect™ Tax Online customer since 2010, the firm has two full-time and two part-time/contract employees, and processes...

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Intuit® ProConnect™ News

A Year in the Life of a Tax Pro: Introducing Jackie Meyer

February 20, 2017 May 22, 2018 / Jim McGinnis
A Year in the Life of a Tax Pro: Introducing Jackie MeyerWe invited Jackie Meyer, CPA, CTC, MSA, a member of our Intuit® ProConnect™ Tax Council, to share insights about her online tax practice. Over the next year, we will learn how Jackie manages her practice and makes a difference with...

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Practice Management

Intuit® ProConnect™ Tax Online Customer Profile: Jackie Meyer

December 21, 2016 April 19, 2017 / Farhad Rizvi
Intuit® ProConnect™ Tax Online Customer Profile: Jackie MeyerMeet Jackie Meyer, CPA, owner of Meyer Tax Consulting, LLC, in Southlake, Texas (a suburb of Dallas). Here’s a snapshot of Jackie’s practice: By the Numbers: Intuit® ProConnect™ Tax Online customer since: 2012 Employees: 5 Returns per year: 150 Started practice:...

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Practice Management, Workflow tools

Intuit® ProConnect™ Tax Online Customer Showcase: Jackie Meyer

August 8, 2016 March 1, 2017 / Amber Zable
Intuit® ProConnect™ Tax Online Customer Showcase: Jackie MeyerHear why Jackie Meyer chose Intuit® ProConnect™ Tax Online, as well as how it helps her grow her practice and better serve her clients.
Client Relationships

ProConnect™ Tax Online Customer Profile: Kevin Wenig

September 15, 2015 March 6, 2019 / Scott Cytron
ProConnect™ Tax Online Customer Profile: Kevin WenigMeet Kevin Wenig, CPA, owner of his own firm in Trumbull, Conn. Kevin is an Intuit® Tax Online user who definitely thinks outside the box. His website even says, “We are more than just a bunch of pencil-pushing geeks; we’re...

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