About this episode
With Steven Jarvis—CEO and Head CPA Retirement Tax Services
Overview
Steven Jarvis, the founder and CEO of Retirement Tax Services, offers advice on how a CPA can help increase the growth and enterprise value of an advisor’s business by providing tax planning strategies and more.
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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.
About this episode…
Certified Public Accountants (CPAs) can add incredible value to the service that financial advisors provide to their clients. Beyond basic accounting practices, they can serve as powerful partners, especially when it comes to tax planning strategies, which can lead to added growth for an advisor’s business.
In this episode, Steven Jarvis, who bills himself as “The Least Boring CPA,” explores that potential with us.
The Jarvis name may be familiar: Matthew Jarvis, Steven’s brother and business partner, who was also a guest on this show, is a popular podcast host and CFP.
In the first decade of his accounting career, Steven was on the partnership trajectory at a national firm. That’s when he realized that his work was often relegated to a single page inserted into a much larger report—and it didn’t have nearly the impact he had hoped for.
As Steven put it, “There was a disconnect between my ability to make change and my desire to do so.”
Since then, Steven has found the connection he was looking for. As the founder and CEO of Retirement Tax Services, he works with financial advisors on tax planning through a year-round tax service model that kee
