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New accounting relationship for the 2025 tax season! Thumbnail

New accounting relationship for the 2025 tax season!

Taxes

We are excited to announce that Wrought Advisors will be partnering with Mike Perna, CPA, CFA of Flying Point Advisors for the 2025 tax season. 

The below video introduces Mike, his background, and our collaborative vision.



Mike and our team are committed to provide a good client experience for those Wrought clients who choose to work with Mike for their 2025 tax return preparation. While our firms remain independent, we are instituting two way information sharing (with client approval) so we may collaborate on clients’ behalf and take on, as much as we can, the burden of uploading and downloading documents necessary for tax return preparation and our financial planning work.

There are a number of Wrought clients who have been patiently waiting on this announcement and we will be in touch about the next steps to get started working with Mike for this season. If you would like to proactively contact us to express your interest, please do!