Click Here To Listen To The Retirement Tax Services Podcast

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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THIS WEEK’S PODCASTAn open conversation about in-house taxes with Gary Russell

Putting people first makes all the difference. ...Read More

May 09, 2021

The Proven Way To Get CPA Referrals


Welcome to the Retirement Tax Services Podcast! In this episode, Steven discusses the best (and worst) ways for financial advisors to seek professional CPA referrals. Both Financial Advisors and CPA’s […]

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The information on this site is for education only and should not be considered tax advice. Retirement Tax Services is not affiliated with Shilanski & Associates, Jarvis Financial Services or any other financial services firms.

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