- BROUGHT TO YOU BY THE RETIREMENT TAX SERVICES -

- The EFFICIENT ADVISOR Reccomends -
How The RTS...
''37 POINT CHECKLIST''
...Can Help You Transform The Tax Return 
Review Process From a Wild Goose Chase 
to a Value Add Experience

- THE EFFICIENT ADVISOR RECOMMENDATION -
How The RTS...
''37 POINT CHECKLIST''
...Can Help You Transform The Tax Return 
Review Process From a Wild Goose Chase 
to a Value Add Experience
My Message To You
"When I was an advisor, collecting tax returns and actually doing something with them was a huge differentiator in our service model! The hard part was… it took years of education, research, and playing around with software to figure out how we could add value to clients through tax return analysis.

I searched high and low for a CPA who could really support the work we were doing, and it was impossible to find. Trust me… I tried. If I had access to Steven, or RTS, early on in my business, that would have saved me so much time, energy, and headache navigating tax planning on my own.

When I caught wind of what Steven was doing with RTS and how it supported advisors looking to grow their tax acumen, I knew I had to reach out and introduce him to my podcast listeners. I’m obsessed with finding resources specifically for financial advisors that will make their life easier, fast track their success, or save them tons of money.

And, it doesn’t hurt that Steven is a fun & energetic CPA unicorn. He takes complex topics and makes them nice and simple to understand and apply… and he delivers it in a way that is engaging and educational.
I love recommending RTS to advisors that I work with because I know I can count on Steven and his team to deliver a high-quality product each and every time. I trust the work that they are doing, and my advisors that are using it feel like for the first time in their careers, they really have a tax resource that makes a huge different in their practice. Any resource that helps advisors move the needle? I am here for it."
If you get tax returns from your clients every year, CONGRATULATIONS!
Having your clients’ returns opens huge opportunities to deliver value through tax planning. The key is to make sure you have a process for turning those returns into value, and that you are improving that process every year.
If you aren’t yet getting tax returns, great news! NOW IS THE PERFECT TIME TO START 
(and one of the first things we help RTS members improve in their practices).
Whichever group you are in, we have a great opportunity for you to keep leveling up. Based on years of experience from both Tax Pros and Financial Advisors, we created a 37 point checklist that can be used to review and get value from any tax return. This checklist gives Advisors a repeatable process that allows them to involve the whole team and create consistency.
What Is The 37 Point Checklist
An opportunity for great Financial Advisors to help their 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.
  GET INSTANT ACCESS RIGHT NOW
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