Ep. #54 – Retirement Collaboration with Your CPA

Picture of Tyler Woerner Tyler Woerner : Apr 29, 2022, 10:15:44 AM

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In this episode Marcus Mire, CPA interviews a founder of Retirement Tax Services Steven Jarvis, CPA, MBA. Steven talks about the importance of collaboration between retirement planners and CPAs. Learn all there is to gain and costly mistakes that collaboration can prevent.

Connect with Steven on LinkedIn

Check out the Retirement Tax Services Podcast
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