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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 i…
In this episode of It’s a Write Off, Joel Lutz and Trevor Myres speak with Aaron Sublette of Cloud Accountant Staffing about the evolving accounting talent market and how firms can build stronger teams using onshore, offshore, and remote professionals. Aaron explains how Cloud Accountant Staffing e…
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 co…
Can you write off your next business trip? Trevor Myres and Joel Lutz explain what actually qualifies as a deductible business travel expense and where many business owners get into trouble. They cover conferences, leadership retreats, team travel, entertainment expenses, documentation requirements…
Avertissement: Le podcast et les illustrations intégrés sur cette page proviennent de Trevor Myres, CPA & Joel Lutz, qui est la propriété de son propriétaire et n'est ni affilié ni approuvé par Listen Notes, Inc.