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On the latest episode of The Get Ready Money Podcast, I spoke with Steve Jarvis, Certified Public Accountant and CEO of Retirement Tax Services about changing the way we think about money and tax planning.

In this episode we discussed:

• Why you shouldn’t tip the IRS
• Every money decision has a tax impact.
• The importance of being open to talking about money. 
• What to look for in a tax professional. 
• How advisors can provide value through tax planning. 

Steven Jarvis, CPA is the CEO and Head CPA at Retirement Tax Services, a tax firm focused on working with financial advisors to change the world one tax return at a time. With over 10 years of experience (and counting) as a CPA, Jarvis has the hands-on experience to create actionable content for his audience. He has been featured in industry publications including Advisor Perspectives and regularly produces content for financial advisors through the Retirement Tax Services website and the Retirement Tax Services Podcast. His experience covers written content, public speaking at leading industry conferences and 3 years as an adjunct professor in the graduate business school at Whitworth University

Connect with Steve Jarvis: 

• Retirement Tax Services Website
• LinkedIn

Podcast:

• The Retirement Tax Services Podcast https://retirementtaxservices.com/podcasts/

Book:

• Don’t Get Killed on Taxes: 20 of the Most Common Reasons You’re Sending Too Much Money to the IRS (Amazon) 

Mentioned in this episode:

“There is not even a patriotic duty to increase one’s taxes. Over and over again the Courts have said that there is nothing sinister in so arranging affairs as to keep taxes as low as possible. Everyone does it, rich and poor alike, and all do right, for nobody owes any public duty to pay more than the law demands.” Judge Learned Hand. 

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