Speaker & Author Helping Tax Advisors Become Balanced Millionaires | Founder of TaxPlanIQ | 2025 Most Powerful Women in Accounting πͺ
β LinkedIn Verified
3 playbooks
Joined: 2026-03-02 Β· Last active: 2026-03-15
About
Speaker & Author Helping Tax Advisors Become Balanced Millionaires | Founder of TaxPlanIQ | 2025 Most Powerful Women in Accounting πͺ
Expertise: Education & Coaching, Finance for Operators
Published Playbooks
The 10-Day Tax Planning System [Education & Coaching] β Unlock a proven 10-day framework that enables CPA firms to close high-value advisory engagements ($10K-$50K) by delivering tailored tax-planning stratβ¦
The Balanced Millionaire Advisor Edition [Education & Coaching] β Gain access to Issue #1 of The Balanced Millionaire β Advisor Edition with free reading this week and an exclusive path to the full book at a special β¦
10-Day Tax Planning System [Finance for Operators] β Unlock a proven 10-day framework that helps CPAs close high-value advisory engagements quickly by identifying the right 3β5 strategies for each clientβ¦
Explore More Creators
ΓNJALI PAHUJΓ β Purpose Coach (Relationships and holistic wellbeing). Founder of KOSHISH - Ek Pahal (initiative for raising funds for underprivileged children)
Stephanie Brown β Marketing Career Coach ππ»ββοΈHelping ambitious Marketers and Creatives identify their career purpose and land their next perfect role faster π Ex-Nike & Apple β Apply below to join the Creative Career Level Up
