Bringing Tax Professionals and Financial Advisors Together

It is common for people to focus on planning their financial future. They plan for retirement and save for major purchases. Unfortunately, taxes play a significant role in their savings and investment. Despite this, there is a disconnect between tax professionals and financial advisors. What can financial services firms do to bridge the gap between tax professionals and financial advisors to best serve their mutual clients?

“Advisors see the value of tax planning but aren’t sure how to do so. They feel limitations either because they’re not a CPA or their client already has a CPA, and they’re not sure where those boundaries are of not stepping on other people’s toes or crossing kind of professional lines.” ~ Steven Jarvis

In this episode, Steve talks with Steven Jarvis, CEO and Head CPA of Retirement Tax Services. In his role, Steven works with financial advisors to deliver massive value on tax planning through a year-round tax service model that keeps the advisor in control but leverages the team’s expertise. His goal is to help bridge the gap between tax professionals, financial advisors, and their mutual clients to reduce most people’s largest retirement expense – taxes.

Steven talks with Steve about how he built a company devoted to helping advisors who are committed to tax planning and preparation, what makes a successful partnership between a CPA and an advisor, and the importance of using technology and software to maximize efficiency, but how it cannot replace the experience and wisdom of an advisor.


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