About this episode…
Certified Public Accountants (CPAs) can add incredible value to the service that financial advisors provide to their clients. Beyond basic accounting practices, they can serve as powerful partners, especially when it comes to tax planning strategies, which can lead to added growth for an advisor’s business.
In this episode, Steven Jarvis, who bills himself as “The Least Boring CPA,” explores that potential with us.
The Jarvis name may be familiar: Matthew Jarvis, Steven’s brother and business partner, who was also a guest on this show, is a popular podcast host and CFP.
In the first decade of his accounting career, Steven was on the partnership trajectory at a national firm. That’s when he realized that his work was often relegated to a single page inserted into a much larger report—and it didn’t have nearly the impact he had hoped for.
As Steven put it, “There was a disconnect between my ability to make change and my desire to do so.”
Since then, Steven has found the connection he was looking for. As the founder and CEO of Retirement Tax Services, he works with financial advisors on tax planning through a year-round tax service model that keeps the financial advisor in the driver’s seat.
What does that really mean? In this episode with Louis Diamond, Steven answers that and more, including:
- His partnerships with advisors—and how his role goes beyond the basics of accounting services.
- Strategic tax planning—and how that differs from tax preparation.
- Compliance management—and why it’s critical to develop a plan to stay within the lines.
- The impact on growth—and how a CPA can help advisors increase their enterprise value.
Essentially, Steven covers all the bases around taxes so advisors can focus on delivering what he calls “massive value” to their clients.
Steven lives up to his title as “The Least Boring CPA” and is generous with sharing his knowledge, so be sure to tune in.
