Steven Jarvis, CPA, MBA
Rate this
Accountant
Spokane, WA
Serving Clients Nationwide
Tip Your Server, Not the IRS
About Steven Jarvis, CPA, MBA
Steven aims to bridge the gap between tax professionals, financial advisors, and their mutual clients to help reduce most people's largest expense in retirement: taxes!With over 10 years of experience from top accounting firms and by partnering with some of the most successful financial advisors in the industry, Steven is uniquely positioned to help financial advisors deliver massive value to their clients AND stay between the lines on compliance.
With his valuable skill of distilling endless pages of IRS tax code and case law into easy to explain--easier to implement--actionable items that financial advisors can use with their clients today!
Professional Designations
- Certified Public Accountant (CPA)
Primary Location
Spokane-Coeur d'Alene
Video
Compensation Methods
- Check
- Credit Card
About
✅ PLATFORM AGNOSTIC: RTS works with all types of advisors, from independent RIAs to wirehouse advisors and broker dealers. If you want to help clients stop overpaying the IRS, we need to talk✅ ACTION IS OUR PRIORITY: There is endless theory and content libraries around taxes and tax strategies, RTS partners with advisors to ensure you are getting the best content AND real life examples from actively practicing advisors on how to implement our strategies
✅ SAME TEAM: RTS works closely with financial advisors to deliver massive value to their clients
✅ COMPLIANCE FRIENDLY: We work closely with compliance departments around the country to help financial advisors deliver tax strategies without crossing the line into licensed tax advice
Education
Eastern Washington University, Masters, Business Administration | Brigham Young University - Idaho, Bachelors, Accounting
Badges
Who We Serve
- Business Owners
Write a Review
By clicking submit, you agree to our review policy, privacy policy, and terms and conditions.
Working with Steven Really Adds Up!
February 19, 2023
Steven and his team have helped me add massive value to my clients.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.