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Steven A. Jarvis, Cpa 🧩 is listed as I talk taxes and make eye contact, I’m basically a CPA unicorn. Speaking calendar is filling up for 2025, let me know what event you’d love to see me speak at at Retirement Tax Services, based in Spokane-Coeur D'alene Area, United States. AeroLeads shows a matched LinkedIn profile for Steven A. Jarvis, Cpa 🧩.
Steven A. Jarvis, Cpa 🧩 previously worked as CEO and Head CPA at Retirement Tax Services and Board Member at Morning Star Foundation. Steven A. Jarvis, Cpa 🧩 holds Masters, Business Administration from Eastern Washington University.
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Transforming the way the Financial Planning industry does tax planning.I spend my time working with Financial Advisors and Taxpayers to help people not get killed on taxes.I don't pretend to have fancy strategies you've never heard of or magic accounts that the IRS can't find, I simply focus on consistent intentional action over time and how things happen in the real world.When I'm not doing tax stuff I love spending time with my family (aka Team Honey Badger) and being physically active. If you ever need some accountability to get out and complete your first run, triathlon or Spartan race send me a message, I love pressuring people into being healthier.
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United States
I work WITH financial advisors to deliver massive value on tax planning through a year round tax service model that keeps the financial advisor in the drivers seat but leverages our teams expertise.We are also building an all star team of tax professionals who do great compliance work AND want to be part of tax planning and advisory on virtual/hybrid remote team.
Spokane, Wa
Activities and Societies: Student Accounting Society - Public Relations DirectorGraduated with honors in accouting with an Information.
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Steven A. Jarvis, Cpa 🧩 works for Retirement Tax Services.
Steven A. Jarvis, Cpa 🧩 is listed as I talk taxes and make eye contact, I’m basically a CPA unicorn. Speaking calendar is filling up for 2025, let me know what event you’d love to see me speak at at Retirement Tax Services.
Steven A. Jarvis, Cpa 🧩 is based in Spokane-Coeur D'alene Area, United States while working with Retirement Tax Services.
Steven A. Jarvis, Cpa 🧩 has worked for Retirement Tax Services, Morning Star Foundation, Whitworth University, Cla (Cliftonlarsonallen), and Transitions.
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Steven A. Jarvis, Cpa 🧩 holds Masters, Business Administration from Eastern Washington University.
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