5 Reasons CPAs Aren’t Referring Their Clients To You

Retirement Tax Planning through Capital Gains Harvesting Capital gains can be an exciting topic. In simple terms, it means that investments worked out well for clients whose advisors recommend capital

QCDs Go Viral Amid Pension Peculiarities & Tax Year Magic Tricks

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… […]

If Your Clients Had Taxable Distributions In 2020, You’d Better Understand IRS Form 8915-E

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

Precision Counts In Both Your Podcasting & Digital Marketing

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 […]

Taxes and Digital Marketing with Taylor Schulte EP-13

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 […]

Studiously Scrutinize Simple Tax Returns

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 […]