Welcome to the Retirement Tax Services Podcast! On this Tax Q&A Friday, Steven answers a question from an advisor at Edward Jones. A client’s Form 1040 showed a large amount on Line 5a… […]
I was recently reviewing a tax return for an advisor. Something just didn’t seem quite right. The advisor had not seen the return before sending it to me
Executive Summary: Welcome to the Retirement Tax Services Podcast with CPA Steven Jarvis! Don’t use vague generalizations for your digital marketing. This episode details the importance of knowing precisely who you’re speaking […]
Executive Summary: Welcome to the Retirement Tax Services podcast! Advisors often ask, “Where do I get the next client?” In response to that question, Steven’s guest for this episode is advisor Taylor Schulte of […]
Executive Summary Welcome to the Retirement Tax Services podcast! In this Tax Q&A Friday edition, Steven replies to an advisor’s question about simple tax returns: What do you do with […]
Executive Summary: Welcome to the Retirement Tax Services Podcast! On Monday’s episode, Steven and guest Matt Jarvis discussed Qualified Charitable Distributions (QCDs). Along the way, Matt shared tips for handling common QCD mistakes professionally. Steven’s delving even […]
