PLAY PODCASTS
Tax Planning Mistake #5 - You're Making The CPA's Life Hell With Guest Steven Jarvis, CPA [Episode 146]
Season 2 · Episode 146

Tax Planning Mistake #5 - You're Making The CPA's Life Hell With Guest Steven Jarvis, CPA [Episode 146]

The Perfect RIA · Matthew Jarvis & Micah Shilanski

April 4, 202228m 23s

Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

In today's episode, Matthew is joined by a special guest CPA to talk about tax planning mistake #5 and how you might be making your CPA's life a living hell. Steven Jarvis is not only Matthew's brother, but also an excellent tax preparer and the founder of Retirement Tax Services. Together, they discuss the issues that hide behind not getting responses from your CPA and how you can set up a better, more mutually-beneficial relationship with them.

You can find show notes and more information by clicking here: https://bit.ly/36BhKxw