Financial Advisor Success Ep 459: Working More Collaboratively With Clients' CPAs For Better Tax Planning (And Cross-Referral) Outcomes with Steven Jarvis
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Oct 14, 2025 
In this conversation with Steven Jarvis, CPA and CEO of Retirement Tax Services, listeners discover the secrets to enhancing collaboration between financial advisors and CPAs. Steven emphasizes the importance of proactive communication, sharing essential details like Roth conversion amounts and creating year-end summaries to avoid confusion. He also discusses the power of aligning with CPAs as partners for better tax planning and cross-referrals, the significance of timing discussions, and how technology can facilitate smoother interactions.
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Include Closed Accounts And Rollovers
- Include closed and moved accounts in your year-end 1099 summary so CPAs know to expect reporting from previous custodians.
- Note rollovers and transfers explicitly to prevent IRS mismatch letters and incorrect taxable reporting.
Time Tax Planning Conversations Right
- Seek CPA input during summer or fall, not at year-end or tax season, to get meaningful feedback when changes are still possible.
- Approach CPAs as peers asking for expertise, not as a last-minute report of actions already taken.
Set Expectations And Offer To Pay For CPA Time
- Ask CPAs upfront whether they'll charge for planning calls and be willing to pay for initial time if needed.
- Frame outreach by explaining the value and how you will minimize extra work for the CPA to earn their cooperation.