About our guest…

Steven, you are co-founder and CEO at Retirement Tax services where you aim to bridge the gap between tax professionals, financial advisors, and their mutual clients to help reduce most people's largest expense in retirement: taxes!

He have over 10 years of experience from top accounting firms and have partnered with some of the most successful financial advisors in the industry, allowing you to be uniquely positioned to help financial advisors deliver massive value to their clients AND stay between the lines on compliance.

He is also host of the Retirement Tax Services podcast where you utilize the valuable skill of distilling endless pages of IRS tax code and case law into easy to explain actionable items that financial advisors can use with their clients.

What we talked about…

🎙️ Taxes, Taxes, Taxes

🎙️ Uncovering Problems, Providing Solutions

🎙️ 5 Things to add value to client's tax returns

🎙️ Developing a Specialty

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