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.