Introduction to Tyler Bidwell, CPA and EWA's Tax Services

In this episode of FIN-LYT by EWA, Matt Blocki sits down with Tyler Bidwell, EWA's new CPA and Director of Tax Planning, to discuss the integration of tax planning into holistic financial advising. They dive into Tyler's journey to EWA, his professional background, and how his approach to proactive tax planning is set to redefine client experiences. The conversation covers key pain points in traditional CPA-client relationships, including tax surprises and inefficiencies in communication, and how EWA aims to solve them. Tyler shares insights on the importance of proactive tax strategies, seamless integration of financial and tax planning, and the innovative steps EWA is taking to eliminate common frustrations, such as missed documents or reactive tax filing. From sharing lighthearted stories about golf and career decisions to unpacking the unique value of EWA's all-in-one approach, this episode provides valuable insights for clients seeking a more streamlined and strategic approach to tax and financial planning. Don't miss this opportunity to hear how Tyler’s expertise will benefit EWA clients. Connect with EWA ⁠ https://ewa-llc.com/⁠ https://www.instagram.com/ewa.llc/ ⁠https://www.linkedin.com/company/equilibrium-wealth-advisors/⁠ ⁠ https://www.facebook.com/EquilibriumWealthAdvisors/⁠ View EWA Disclosures and Firm ADV: https://adviserinfo.sec.gov/firm/summary/308977