Beyond tax preparation: How CPAs become the first call for clients
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Beyond tax preparation: How CPAs become the first call for clients
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What does it take to become more than your client’s tax preparer?
Joel Lutz and Trevor Myres, CPA/PFS, discuss how accounting firms can position themselves as trusted advisors that clients call when major business and financial decisions arise.
The conversation starts with a real client situation that had almost nothing to do with tax. When the client faced a potential legal issue, Myres CPA was one of the first calls they made. That experience raises a bigger question: What makes a client see their CPA as a true advisor instead of simply a service provider?
Joel and Trevor explore how fixed-fee engagements, proactive communication, professional referral networks, and a broader advisory mindset help create stronger client relationships. They also discuss the growing intersection between tax planning and financial planning, including how an integrated wealth management team can help prevent disconnected advice from undermining a client’s larger strategy.
They also share what CPAs should consider when looking for financial advisors to partner with, from communication and ego to independence, fiduciary responsibility, and keeping the client’s best interests at the center of the relationship.