Retirement Tax Services | About - Retirement Tax Services

Are you trying to learn how to deliver massive tax value to your clients? Then look no further. Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.

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While working with hundreds of advisors around the country two of the most common questions we heard were:

How do I learn tax strategies I can implement with clients?
How do I find a CPA who will work with me instead of against me with clients?

In response to these questions, we’ve created Retirement Tax Services (RTS) which will provide advisors with everything they need to deliver massive value to retirement focused clients.

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How Do We Help Advisors Deliver Massive Tax Value

PLATFORM AGNOSTIC

RTS works with all types of advisors, from independent RIAs to wirehouse advisors and broker dealers. If you want to help clients stop overpaying the IRS, we need to talk

ACTION IS OUR PRIORITY

There is endless theory and content libraries around taxes and tax strategies, RTS partners with advisors to ensure you are getting the best content AND real life examples from actively practicing advisors on how to implement our strategies

SAME TEAM

RTS works closely with financial advisors to deliver massive value to their clients

COMPLIANCE FRIENDLY

We work closely with compliance departments around the country to help financial advisors deliver tax strategies without crossing the line into licensed tax advice

Founders

Steven Jarvis, CPA, MBA

Steven aims to bridge the gap between tax professionals, financial advisors, and their mutual clients to help reduce most people's largest expense in retirement: taxes! With over 10 years of experience from top accounting firms and by partnering with some of the most successful financial advisors in the industry, Steven is uniquely positioned to help financial advisors deliver massive value to their clients AND stay between the lines on compliance. With his valuable skill of distilling endless pages of IRS tax code and case law into easy to explain--easier to implement--actionable items that financial advisors can use with their clients today!

Matthew Jarvis, CFP®, ChFC

Jarvis Financial

Much of Matthew’s career as a financial advisor has included working closely with CPAs and other tax preparers. In addition to delivering massive value to clients in the area of tax planning, his relationship with CPAs results in approximately 1/3rd of his new clients coming from COI referrals each year. For the last several years Matthew has coached hundreds of financial advisors on how to better serve their clients, including in the critical area of not overpaying the IRS. Matthew has also been recognized by industry leader Michael Kitces on his Advisor Success Podcast.

Micah Shilanski, CFP®, RFC®

Shilanski & Associates, Inc.

Micah Shilanski, CFP®, is a financial planner who achieves the ‘impossible’. Micah is recognized as a leader in the concept of lifestyle design for financial planners and has spoken at conferences across the country. What’s different about Micah? While other experts can talk about lifestyle practices for financial planners – Micah lives it. Micah currently takes more than 8 months out of the office a year, yet continues to grow his practice by at least 20% each year. Micah has also been recognized by industry leader Michael Kitces on what Micah says is, "the best Kitces episode--especially better than Episode 7".