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Increase Your Value with Tax Services With Steven Jarvis
As an advisor, you help your clients work towards many financial goals. One should be ensuring they aren't overpaying the IRS.
On this episode of Elementality, Abby welcomes Steven Jarvis, founder of Retirement Tax Services. Find out what services can help grow your tax expertise and how to work more closely with CPAs to benefit your clients.
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By Jordan Haines, CFP®
4.8
3535 ratings
As an advisor, you help your clients work towards many financial goals. One should be ensuring they aren't overpaying the IRS.
On this episode of Elementality, Abby welcomes Steven Jarvis, founder of Retirement Tax Services. Find out what services can help grow your tax expertise and how to work more closely with CPAs to benefit your clients.