In this episode, Owen Pryor of Evans May Advisory shares his journey in the financial services industry, the innovative structure of his CPA firm, and the importance of client service. Owen emphasizes leveraging technology to enhance client engagement and the evolving needs of clients in today's market. The discussion also covers the significance of quarterly planning in light of recent tax law changes, the value of partnering with Align Tax for specialty tax services, and strategies for talent acquisition and firm growth. Owen shares insights on community engagement and the future plans for Evans May Advisory, highlighting their commitment to providing exceptional service.

Takeaways

• Owen has been in the financial services industry since 2006.
• Owens May Advisory aims to provide a unique approach to CPA services.
• They do not track billable hours, focusing instead on value-added services.
• Leveraging technology is key to enhancing client communication.
• Quarterly planning is essential for effective tax strategy.
• Clients prefer a seamless transition between CPA and wealth management services.
• The firm is focused on community engagement and providing affordable space for not-for-profits.
• Talent acquisition is a priority, with a focus on work-life harmony.
• The firm is excited about their new office and growth opportunities.

You've been listening to the Tax Savvy Specialty Tax Podcast: real business stories, engaging guest experts, and practical tax strategies, all designed to help you keep more money in your pocket. Subscribe now to catch every episode.