For Financial Advisors Committed To Deliver Massive Tax Value


Every financial decision you recommend to a client has a tax effect, great advisors are doing something about it.


  Tax Checklists & Resources
Whether it’s year end planning or simply a tax reference guide designed by and for financial advisors, we provide tools to help make tax planning more valuable for you and your clients.
 - Client facing communications;
 - Estimated tax payment guide;
 - Tax birthdays and milestones;
 - "My first rental" checklist;
 - Top ten myths your clients believe;
 - And so many more...
  Monthly Newsletter
Deep dive on a specific tax topic that covers the technical details AND how to deliver value to real clients. Our newsletters include input from great Financial Advisors who are currently serving clients and doing the things we are recommending. Which means we know they work! We always include scripts and example emails so you know how to communicate these topics.
  Tax Return Reviews
Once per quarter you can submit a tax return (we recommend a prospect or top client so you get the most value) for our team to review and provide insight.
  Growing Library Of Tax Return Review Videos By The RTS Tax Team
With permission from our members, we redact the personal information from returns we receive and share the videos from our review with the community. So even though you only get to submit one return per quarter you are able to learn from a variety of REAL client situations each quarter as our library continues to grow.
  Member Exclusive Webinars
Everything we do is focused on “what works” for financial advisors, which is why we are committed to bringing you monthly live content that is co-hosted by Steven Jarvis, our resident Head CPA AND a financial advisor currently serving clients. This is also another opportunity for our members to ask questions. All sessions are recorded and made available on-demand to our members.
  Members forum
This is your chance to engage with the RTS community and as a bonus the forum is moderated by our RTS Tax Team.

Step 1: Contact Information

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Step 2: Payment Information

Item Price
$197 Per Month
$2,125 Annually
Membership amount
Dynamically Updated $XX.00
By checking this box, I agree this is a yearly commitment, even if paying monthly, starting from today's date. I also understand that my yearly membership will auto-renew unless I reach out to the Retirement Tax Services prior to the end of each twelve-month cycle to let them know I plan on cancelling my membership. (Why a year?? It will take at least that long to change your practice by implementing the changes from this program.)*

1 Year Commitment 

By completing your order, you agree to 1 Year Agreement.

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