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 TaxPlanIQ to new heights. The discussion also explores the importance of tax advisory work and the unique value it brings to clients.
🔗 Connect with Jackie Meyer and Dave Lukas
Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa
Jackie on Instagram @jackiemCPA
Jackie’s work at https://www.jackiemeyercpa.com
Dave's LinkedIn at https://www.linkedin.com/in/davelukas
Sponsored by TaxPlanIQ - https://www.taxplaniq.com
