How do you build a tax advisory process that delivers value all year long?

Trevor Myres and Joel Lutz share the framework Myres CPA uses to guide clients from onboarding through discovery, tax plan design, implementation, quarterly planning meetings, and annual renewals.

They discuss why advisory is more than preparing tax returns, how each quarter has a different planning focus, and why consistent client conversations uncover valuable tax strategies that might otherwise be missed.

The episode also covers retirement planning, payroll optimization, capital expenditures, captive insurance, fixed-fee pricing, client expectations, and building repeatable advisory systems that scale.

Welcome to It’s a Write-Off. In their debut episode, Trevor Myres and Joel Lutz share who they are, why they started the podcast, and what makes their approach to accounting different. The conversation explores modern tax planning, business advisory, client experience, pricing, and why proactive communication has become one of the biggest differentiators for CPA firms today.

They also discuss building systems that scale, helping business owners make better financial decisions, and end the episode with a memorable conversation about unusual tax write-offs.

If you’re a business owner, entrepreneur, or accounting professional looking for practical conversations about taxes and advisory, this is the place to start.