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.
Buying a tax practice is not an overnight success. ...Read More
Buying a tax practice is not an overnight success.
Read MoreCan you really be 'comprehensive' if you're still looking for new value to add?
Read MoreYou have to know whether you are building a SpaceX Rocket or the Hogwarts Castle.
Read MoreEVERY year we help taxpayers
correct backdoor Roth
contributions that got screwed up
the first time around, so we
created a checklist to help you
ensure your client isn’t the next
person we need to help
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