37-POINT MASTERCLASS ON REVIEWING
TAX RETURNS
37-POINT MASTERCLASS ON REVIEWING
TAX RETURNS
Discover the 37-point system top advisors use to uncover hidden tax opportunities, build instant authority, and turn every return into a client-winning conversation.
Discover the 37-point system top advisors use to uncover hidden tax opportunities, build instant authority, and turn every return into a client-winning conversation.
Education + 4.5 CE credits + practical strategy!
Education + 4.5 CE credits + practical strategy!
MASTER THE ART OF REVIEWING TAX RETURN
This 37-Point Masterclass isn’t about “reviewing tax returns.”
It’s about becoming the advisor who sees what others miss and uses it to win trust, uncover hidden money, and make yourself impossible to replace. Built from Steven Jarvis’s experience reviewing thousands of returns, this system gives you a clear, repeatable way to turn any 1040 into a source of insight, authority, and opportunity — without guesswork.
WHO IS THIS MASTERCLASS FOR?
WHY SHOULD YOU INVEST IN THIS COURSE?
Client Impact: Your clients (and prospects) care about taxes. This course gives you the tools to get tax returns and provide value for every client.
Sharpened Tax Review Skills: Gain expertise in efficiently reviewing tax returns, identifying opportunities, and mitigating risks for your clients.
Effective Communication: Learn how to translate complex tax concepts into clear, actionable insights for your clients, fostering stronger advisor-client relationships.
Handy Toolkit: Access a wealth of practical resources, including scripts, templates, and checklists, to streamline your tax review process and enhance client value.
CE Eligibility: Earn Continuing Education (CE) credits upon course completion, further enhancing your credentials and demonstrating your commitment to staying current in tax planning.
Lifetime Access: Enjoy lifetime access to course materials, allowing you to revisit modules, resources, and updates whenever needed to support your ongoing professional development.
YOUR STEP-BY-STEP GUIDE TO MASTERING TAX REVIEW
WHAT'S INCLUDED IN THE COURSE?
This isn’t a collection of tax topics.
It’s a structured way to turn any 1040 into insight, authority, and client-winning conversations.
Essentials: Lay a strong foundation with personal information and filing statuses.
Income Reporting: From wages and investments to retirement distributions and business income — spot what others overlook and turn it into actionable insight.
Complex Topics: Digital assets, self-employment, rental income — instead of avoiding complexity, you’ll use it to create more value.
Tax Optimization: Master adjustments, deductions, and tax credits to enhance outcomes.
Key Aspects of the 1040: Dive deeper into areas like capital gains and specialized forms so you’re prepared when higher-value opportunities show up.
Effective Communication: Learn to convey tax insights and strategies to clients effectively. Turn confusing numbers into simple, compelling insights that build trust and drive decisions.
Proactive Planning: Gain insights into withholdings, payments, refunds, and balances due.
Bonus Videos: Dive deeper into topics like Form 8606 and capital gain taxation for added expertise.
Here’s more about Steven Jarvis, CPA....
Steven Jarvis is proudly the “least boring” CPA you’ll ever meet.
He proudly has NOT committed the entire tax code to memory and instead focuses on teaching financial advisors how they can actually work with their clients to help them not get killed on taxes.
Everything Steven does is focused on how to take action. Google can recite the law, Steven gives the roadmap for taking relevant tax planning strategies from an idea on a whiteboard to real clients saving real money and creating real impact over the lifetime of their wealth. Steven is a licensed CPA, has an MBA, has taught as an adjunct professor and has given tax planning presentations to audiences large and small across the country. Steven is also a sought after author having published a book on tax planning and contributing articles to renowned publications throughout the industry.
When he’s not talking taxes Steven is always in search of a new adventure and is currently focused on obstacle course racing and other endurance events and even gets the whole family involved as his wife and two kids are often along for the journey.
