Download Steven Jarvis's "37 Questions To Ask On Every 1040" and "2025 April RTS Home Sale Worksheet" below, and check out "Working More Collaboratively With Clients’ CPAs For Better Tax Planning (And Cross-Referral) Outcomes: #FASuccess Ep 459 With Steven Jarvis" on how his experience as a CPA who has worked alongside many financial advisors has given him insight into how advisors can best "play nice" with CPAs to ensure the best outcomes for their mutual clients.