Turning Knowledge Into Action: Tax Planning Insights with Steven Jarvis, CPA (Ep. 99)
Most advisors understand that taxes impact every financial decision, yet few make tax planning part of their process.
Steven Jarvis, CPA, is on a mission to change that by helping advisors build confidence, stay compliant, and add real value through intentional tax conversations.
In this episode, Jeremy Houser talks with Steven Jarvis, Founder of Retirement Tax Services, about how to make tax planning approachable and actionable. Steven shares his journey from CPA to educator, explains how collaboration between advisors and tax professionals enhances client relationships, and highlights the importance of continuous learning and accountability.
Key Takeaways:
- How Retirement Tax Services partners exclusively with financial advisors to make tax planning an integrated, repeatable part of client service
- The importance of recognizing that every financial decision has a tax impact and why ignoring it can harm clients
- How to use the 37-Point Checklist to confidently review client tax returns and identify planning opportunities
- The purpose behind The Summit, a hands-on event for advisors to learn from peers and turn ideas into action
- Why growth happens when advisors lean into discomfort, stay accountable, and commit to lifelong learning
- And more!
Resources:
- The Summit 2026
- Get Your Updated and Revised 37 Point Checklist for 2026
Connect With Steven Jarvis:
Connect with Jeremy Houser:
- jeremy.houser@simplicitygroup.com
- 713-808-8548
- Schedule a Call
- Our Teams Website
- Connect with Jeremy
- @jeremyhouser_amp
- @jeremyhouserAMP
About Our Guest:
Steven Jarvis, CPA, is the CEO and Head CPA at Retirement Tax Services, a tax firm focused on working with financial advisors. With more than a decade of experience in the accounting profession and a background in teaching, Steven recognized that most traditional CPA firms focus narrowly on tax return preparation, a model that leaves many clients exposed to unnecessary tax burdens and many advisors without the tools to address them. He offers advisors access to systems, training and partnerships that keep them in the driver’s seat while integrating tax awareness into client conversations.
Disclosure #: 4889675 – 1025
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