If you have any questions regarding the checklist email us at advisors@rts.tax

---- Step #1: Contact Details ---- 
Full Name:
Email Address:
Phone Number:
---- Step #3: Credit Card Information ---- 
Credit Card Number:
CVC Code:
Expiry Month:
Expiry Year:

Secure Processing

Each order is processed through a secure, 256-bit encrypted payment processing gateway to ensure your privacy.

What Do You Get:

An opportunity to help your clients, which means an opportunity for our team to help great Financial Advisors like you.

We’ve never had to convince an Advisor that taxes are important, we just get questions about how great Advisors are using taxes to deliver massive value:

  • “How do I review a tax return?”
  • ​“How do I get my team involved in reviewing tax returns?”
  • ​“What about the ‘basic’ returns?”
  • "​How do I make sure my process is consistent and actually delivers value?"

To help answer to these and other questions our team gets from Advisors, for the first time we’ve made one of our most requested tools available to great Advisors like you, who are not yet members of RTS.

How To Use The Cheklist:

Copyright 2023 - Retirement Tax Services, All Rights Reserved