Every year, taxpayers send billions more to the IRS than they legally owe. For many households, that overpayment could have been avoided if their advisor and tax professional were truly working together. Steven Jarvis, CEO and head CPA of Retirement Tax Services, has made it his mission to change that.
Partnering With Advisors to Build Tax-First Strategies
Steven partners directly with financial advisors to build repeatable, practical tax strategies into their planning process. Instead of treating the tax return as an afterthought, he helps advisors use it as a roadmap for opportunities—Roth strategies, withdrawal planning, business structure, charitable giving, and more.
At the Summit 2026, you’ll learn how to apply Steven’s “no overpayments” philosophy in your own practice, so clients see you as the one who helps them keep more of what they earn year after year.
If you want to be the advisor who stops clients from tipping the IRS, come learn Steven Jarvis’s approach at the 2026 Tax & Financial Planning Summit.
