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proconnect tax customer profile

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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 (Last Modified: July 30, 2019) / Patti Newcomer
A Year in the Life of a Tax Pro: Meyer Tax Consulting Ramps up for Season

Patti Newcomer, VP of Marketing and Analytics for Intuit ProConnect, interviews Jackie Meyer, CPA, about how she gets ready for tax season, including reviewing systems, technology and staffing.

Full Story

Practice Management

ProConnect™ Tax Online Customer Profile: Jeff Wilson II

April 27, 2017 (Last Modified: 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 (Last Modified: 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® Accountants News

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

February 20, 2017 (Last Modified: 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 (Last Modified: 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 (Last Modified: 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 (Last Modified: 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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