It's A Write Off

About It's A Write Off

Everyone loves a good write-off. Unfortunately, that’s where most tax advice begins and ends. On It’s A Write Off, we go beyond deductions and dive into the strategies that help business owners build wealth, improve profitability, and make smarter financial decisions. Along the way, we’ll tackle tax planning, business growth, cash flow, advisory insights, and the occasional myth that refuses to die. Whether you’re a business owner, CPA, tax professional, or trusted advisor, you’ll find practical ideas, real-world stories, and maybe even a few things your accountant forgot to mention. Because sometimes the biggest opportunities aren’t the ones you write off.

Publisher

Trevor Myres, CPA & Joel Lutz

Category

business · education

Language

en

Explicit

No

First episode

10 Jul 2026

Latest episode

8 Sept 2026

Latest episodes

7 episodes in the feed.

1. 

   8 Sept 2026

   The tax planning gap: Why business owners are looking beyond their CPA

   Hey! I'd love to hear your thoughts, send me a voice note. (https://rss.com/podcasts/it-s-a-write-off/voicemail) What does “tax planning” actually mean? In this episode of It’s a Write Off, Joel Lutz and Trevor Myres discuss the gap between filing tax returns and providing proactive tax advice. While business owners are increasingly searching online for ways to reduce their tax burden, much of the advice they encounter is presented as a one-size-fits-all strategy without the context, implementation, or documentation needed to apply it correctly. Joel and Trevor explain why tax planning should go beyond simply reacting to questions from clients. They discuss entity structure, S corporation elections, payroll and distributions, family employment strategies, retirement planning, and other opportunities that can become part of a proactive tax strategy. They also examine why many qualified CPAs and accounting firms are capable of providing this type of planning but haven’t structured their firms to deliver it consistently.

2. 

   24 Aug 2026

   Beyond tax preparation: How CPAs become the first call for clients

   Hey! I'd love to hear your thoughts, send me a voice note. (https://rss.com/podcasts/it-s-a-write-off/voicemail) 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.

3. 

   17 Aug 2026

   Client retention for accounting firms: Turning renewals into value conversations

   Hey! I'd love to hear your thoughts, send me a voice note. (https://rss.com/podcasts/it-s-a-write-off/voicemail) 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 expanded from offshore staffing into domestic permanent placements and why modern accounting firms should develop a talent pipeline before they urgently need to hire. He also shares what today’s candidates are looking for beyond compensation, including career growth, strong leadership, flexibility, mentorship, meaningful work, and opportunities to build client relationships. The conversation also explores how artificial intelligence and automation are changing accounting roles. As more routine work becomes automated, firms will need professionals who can think critically, communicate clearly, build trust, and deliver a high-touch advisory experience. Joel, Trevor, and Aaron also share practical strategies for creating a strong remote culture, including regular one-on-one meetings, public recognition, mentorship, shared team meetings, virtual coworking sessions, and giving remote employees opportunities to communicate directly with clients. Topics include remote accounting staffing, offshore hiring, domestic recruiting, advisory services, AI in accounting, employee retention, soft skills, customer success, client experience, and building a scalable accounting firm.

4. 

   3 Aug 2026

   Building a modern accounting team with onshore and offshore talent

   Hey! I'd love to hear your thoughts, send me a voice note. (https://rss.com/podcasts/it-s-a-write-off/voicemail) 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 expanded from offshore staffing into domestic permanent placements and why modern accounting firms should develop a talent pipeline before they urgently need to hire. He also shares what today’s candidates are looking for beyond compensation, including career growth, strong leadership, flexibility, mentorship, meaningful work, and opportunities to build client relationships. The conversation also explores how artificial intelligence and automation are changing accounting roles. As more routine work becomes automated, firms will need professionals who can think critically, communicate clearly, build trust, and deliver a high-touch advisory experience. Joel, Trevor, and Aaron also share practical strategies for creating a strong remote culture, including regular one-on-one meetings, public recognition, mentorship, shared team meetings, virtual coworking sessions, and giving remote employees opportunities to communicate directly with clients. Topics include remote accounting staffing, offshore hiring, domestic recruiting, advisory services, AI in accounting, employee retention, soft skills, customer success, client experience, and building a scalable accounting firm.

5. 

   27 Jul 2026

   Can you write off business travel? What every business owner needs to know

   Hey! I'd love to hear your thoughts, send me a voice note. (https://rss.com/podcasts/it-s-a-write-off/voicemail) 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, and how to separate legitimate business expenses from personal travel. The episode also explores why proactive tax planning leads to better decisions than relying on social media tax advice. Finally, Trevor shares how Myres CPA’s partnership with Avan Tax helps clients integrate tax planning and wealth management into one coordinated strategy. Whether you’re attending conferences, hosting retreats, or traveling for business, this episode offers practical guidance on documenting expenses and avoiding costly mistakes.

6. 

   20 Jul 2026

   From onboarding to renewal: Building a repeatable advisory process

   Hey! I'd love to hear your thoughts, send me a voice note. (https://rss.com/podcasts/it-s-a-write-off/voicemail) 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.

7. 

   10 Jul 2026

   Why client experience is the future of modern accounting

   Hey! I'd love to hear your thoughts, send me a voice note. (https://rss.com/podcasts/it-s-a-write-off/voicemail) 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.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

3 ratings

Spotify

5.0 / 5

3 ratings

Contact It's A Write Off

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.