Boatright CPA, PC

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Boatright CPA, PC Tax and advisory services

Filing a return answers one question: What do you owe this year? Advisory answers a different one: Where is your financi...
10/16/2026

Filing a return answers one question: What do you owe this year?

Advisory answers a different one: Where is your financial picture actually headed?

Here are three signs the second question deserves more attention.

✔️You're making big decisions before looping in your CPA. A job change, a property sale, an inheritance, growing a business, decisions like these carry tax and financial consequences that are far easier to plan for ahead of time than to untangle after the fact.

✔️Your tax bill keeps surprising you. When the number in April feels unpredictable year after year, that usually means the strategy conversation happened too late, or didn't happen at all.

✔️You've started asking bigger questions. Retirement timing, passing on assets, buying property, planning for your family's future, questions like these need a plan built around your specific goals.

If any of this sounds familiar, see what advisory support could look like for you: https://bit.ly/3VGPSSp

Q4 quietly decides more of your tax bill than most people realize. By the time the year is over, so are most of the move...
10/02/2026

Q4 quietly decides more of your tax bill than most people realize. By the time the year is over, so are most of the moves that could have a positive impact on the number you’ll owe in April.

Right now, we're telling clients to look at their numbers early in the quarter, while there's still time to act on what they see. Waiting until January to look back usually means the options that mattered are already gone.

The same goes for any major purchases or big financial moves already on the table. Timing alone can shift how and when the benefit actually shows up. Retirement contributions deserve that same attention while there's still room to adjust before the year closes.

If anything changed this year, a new job, a new property, a growing business, a shift in income, that's worth a conversation now, while there's still time to plan around it.

This is really where advisory-minded planning shows its value. Clients who talk with us throughout the year get to make these moves with intention, spacing decisions out as they come up. Waiting until Q4 to have that conversation for the first time turns the same decisions into a scramble.

See what year-round tax planning could look like for you: https://boatrightcpa.com/tax-preparation-planning/

02/16/2026

💼📊In Episode 59, Bryan and Janice Eggleston welcome back one of the show’s most-requested guests—Michael Boatwright, CPA and founder of Boatwright CPA. Known for making taxes surprisingly engaging (and occasionally terrifying 😅), Michael breaks down what divorced or newly separated individuals need to know as they head into a new tax year.

🍑🌶️ Over a bold Hot Honey Peach Margarita, the conversation dives into filing status pitfalls, dependency disputes, and the financial reality shifts that often follow divorce—so you’re not caught off guard when tax season hits.

🍹

06/13/2023

Please see attached information regarding Rory's Celebration of Life on the Crofts-Crow Funeral Home website here. We have already been missing his joy and wisdom at the office for a couple of years now, and while it's surreal that he is gone to a better place, we hope his longtime clients and friends, can join us in celebrating his wonderful life. We look forward to seeing you there. https://www.crofts-crowfuneralhome.com/obituary/rory-boatright

01/13/2023

We have big news! We are excited to be using new software this year. All of our clients will be receiving an email to register with our new Client Portal. The email subject like will say "Boatright CPA, PC - Register Your Client Center Account". It is from us-not spam! 😉Registering is quick and easy! This will allow us to better securely communicate with all of you. If you did not receive an email, please call us so we can update your contact information. If there are any registering issues, please let us know!

**WE HAVE MOVED!** We are excited to announce that we are open full-time and taking all appointments at the new Spicewoo...
08/09/2022

**WE HAVE MOVED!** We are excited to announce that we are open full-time and taking all appointments at the new Spicewood office! Our new address is 5324 Reimer's Road Ste A Spicewood, TX 78669. The new office number is 512-522-1678. We still offer the same, great tax services, just in a new, great location! To see the rest of the office, you'll have to come see it in person, and see us! We look forward to seeing you soon! 😊😄

Address

5324 Reimer's Road Ste A
Spicewood, TX
78669

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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