- DELIVER MASSIVE VALUE TO YOUR CLIENTS THROUGH TAX PLANNING -
... Get Your FREE
Tax Return Review Process From a
Wild Goose Chase to a Value Add Experience
for Your Clients
Taxes Certainly Present A Challenge, But it Doesn't Have to be That Way for You...
As a financial advisor, you know taxes are important, but you might still have questions about how to turn that knowledge into massive value for your clients.
- “How do I review a tax return?”
- “How do I get my team involved in reviewing tax returns?”
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“What about the ‘basic’ returns?”
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"How do I make sure my process is consistent and actually delivers value?"
The reason you’re not getting tax returns from clients may be simple: you need a process that turns those returns into real value.
When clients clearly see the value of sharing their tax return, they’re far more willing to provide it, and it gets easier every year.
(and it's one of the first things we help our members improve in their practices).
What Will You Receive with the 37 Point Checklist
- More Freedom: With a clear, efficient system in place, you'll spend less time chasing down tax returns and more time focusing on what you do best.
- Create More Value: By turning tax returns into actionable insights, you’ll be able to offer your clients a level of service that sets you apart from your competitors.
- Increase Client Retention: Clients who see the tangible benefits of working with you on their tax returns are more likely to stay with you year after year.
- Greater Results: The checklist is more than just a tool for reviewing tax returns. It’s your key to taking client relationships to the next level, creating a lasting impact with practical tax strategies.
ABOUT STEVEN JARVIS
Steven Jarvis, CPA, MBA is nationally recognized for his work with Financial Advisors and their clients. In addition to over 10 years of technical experience, Steven also spent 3 years as an adjunct professor at Whitworth University and has extensive experience presenting on technical topics. This combination of experiences makes Steven uniquely qualified to deliver an engaging presentation that prioritizes action over pontificating.
When Steven isn’t talking taxes, he enjoys spending time with his family, traveling, running triathlons and Spartan races, and finding new adventures. Steven is also very committed to continually improving his presentation skills, which includes taking a stand-up comedy class and delivering his first comedy set in front of a live audience.