Steven Jarvis
CPA and CEO of Retirement Tax Services, a tax education and preparation firm that partners with financial advisors to improve tax planning, reporting, and collaboration with client CPAs.
Top 5 podcasts with Steven Jarvis
Ranked by the Snipd community
26 snips
Oct 14, 2025 • 1h 30min
Ep 459: Working More Collaboratively With Clients' CPAs For Better Tax Planning (And Cross-Referral) Outcomes with Steven Jarvis
In this conversation with Steven Jarvis, CPA and CEO of Retirement Tax Services, listeners discover the secrets to enhancing collaboration between financial advisors and CPAs. Steven emphasizes the importance of proactive communication, sharing essential details like Roth conversion amounts and creating year-end summaries to avoid confusion. He also discusses the power of aligning with CPAs as partners for better tax planning and cross-referrals, the significance of timing discussions, and how technology can facilitate smoother interactions.
16 snips
May 13, 2025 • 36min
272: Tax Planning Made Easy: Simple Strategies for Financial Advisors With CPA Steven Jarvis
CPA Steven Jarvis, a tax expert from Retirement Tax Services, shares valuable insights for financial advisors. He emphasizes that tax planning can significantly enhance client value without the need for advisors to become tax preparers. Topics include avoiding common tax mistakes, the importance of proactive CPA collaboration, and creating repeatable systems for tax discussions. Steven also highlights the role of tax planning in building stronger client relationships and offers actionable strategies to simplify the tax process for every advisor level.
Jul 26, 2024 • 8min
Dodging IRA Disasters and Fostering Team Synergy
Guests Steven Jarvis, CPA and Jamie provide insights on avoiding IRA mistakes, tax planning, and fostering team communication. Topics include handling rollovers, understanding the 60-day rule, delegating tasks effectively, and establishing clear communication policies within a practice.
Jul 22, 2024 • 29min
Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]
Guest Steven Jarvis, CPA, reveals IRA management pitfalls to avoid. Topics include rollover mistakes, self-dealing, intentional tax planning strategies, and proactive tax planning. Learn how to prevent costly errors and transform your practice through effective communication and collaboration with professionals.
May 6, 2024 • 29min
Tax planning and surge meetings with Micah Shilanski
Experienced Certified Financial Planner Micah Shilanski and Steven Jarvis discuss tax planning strategies, Roth conversions, client communication during surge periods, and continuous monitoring of tax planning actions. They emphasize the importance of instilling confidence in clients and effective communication between advisors and tax preparers. The podcast also covers navigating uncertain tax times, strategies for enhancing professional skills, and upcoming summits for professionals.
