April 10, 2023
22 - The Journey to Tax Accounting Services with Platinum Book Keeper's Tania Santos
Your host, Jackie Meyer, talks with the Founder of Platinum Book Keeper, Tiana Santos. Platinum Book Keeper is a reliable tax and bookkeeping service out of Salinas, CA with a mission to give you peace of mind with tax preparation and bookkeeping matters. 10+ years of experience in the industry means you can count on them for what matters most.
To learn more about Tania's work, click HERE.
Interested in being a guest on the show? Apply HERE!
Check out more of Jackie’s work at https://www.jackiemeyercpa.com/.
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March 7, 2024
42 - The Future of TaxPlanIQ: A Conversation with CEO Dave Lukas
Today on The Concierge CPA Podcast, Dave Lukas, CEO of TaxPlanIQ shares his vision for the company's future. He also talks about his entrepreneurial background, experience in the corporate world, and excitement about taking T...