Stop Losing High-Net-Worth Clients Over Taxes. Become the Advisor They Trust (Without Becoming a CPA).
Your clients already expect tax planning. This video shows you how to finally deliver it, add $100K+ in retained revenue, and do it all without becoming a CPA.
Step into a done-for-you tax planning system guided by a CPA, built for advisors, and discover how top-performing FAs are charging more, attracting better clients, and becoming the most valuable voice at the financial table. Make the first step and apply for your Advisor Tax Check Up Session!
This is for YOU if...
This is for YOU if...
We see you. We’ve been there. And you don’t have to do this alone. You’re closer than you think...
We’ve built a simple, repeatable system that plugs directly into your existing practice and instantly upgrades how you deliver tax planning. You don’t need to overhaul your business. You don’t need new designations or staff.
You just need our 3-part framework...
Access to Real Experts - On Your Terms
You don’t get handed off to some chatbot or buried in email chains. You can bring real client questions to our live Zoom strategy sessions and get clear, case-specific guidance from an experienced CPA. We review your files with you, answer the hard questions, and help you position the strategy with confidence. You’ll never feel alone in a tax conversation again but we also won’t let you become dependent.
Proven Planning Templates + Language
Strategic File Reviews That Deliver Wins Fast
Our members regularly come to us with “just one client” and walk away with 5- and 6-figure tax-saving opportunities they can present the next day.
Bring your client cases and we’ll help you think through the tax angles, identify missed opportunities, and sharpen your recommendations. You’re still in the driver’s seat. But you won’t be guessing or going it alone.
Our members often bring one client file to a call… and walk away with clarity, confidence, and a plan that elevates their value immediately.
Your Advisor Tax Check-Up Session is the fastest way to see exactly how this works and how it can make tax planning your competitive edge.
This isn’t just about offering tax planning; it’s about becoming the advisor high-net-worth clients turn to because you deliver what no one else can. With a dedicated tax expert in your corner, ready-to-use strategies at your fingertips, and the confidence to lead every conversation, you’ll gain a clear edge that sets you apart, builds trust, and attracts the clients you truly want to serve.
Real Results: Advisors Winning Clients and Confidence with Tax Planning
Over 90% of our members say this has been the easiest way to immediately increase client value without blowing up their calendar or changing their business model.
Yes, this is about revenue growth but it’s also about building a business that creates more freedom for you and becoming the kind of advisor clients actually trust when it matters most. We’ve helped:
Multi-advisor firms scale tax planning without overloading staff.
"Huge fan of what you are doing. It's provided me so much value and insight on issues and topics which are vital to my practice yet often go overlooked by advisors." - Ben S.
Solo advisors stop tiptoeing and finally offer real value without fear.
"This first year of RTS Premiere was everything I could have wanted!" - Chad C.
High-fee advisors justify pricing, win bigger clients, and keep them loyal longer.
"I just landed the biggest client of my career from a CPA referral using the RTS framework. I didn’t have to customize it—I just followed the steps, and it completely transformed my practice." - Jake F.
RIAs tired of CPA dependency own the conversation with confidence.
"Since joining Retirement Tax Services last year my knowledge of tax planning has grown exponentially." - Ethan M.
Why Top Advisors Are Stepping Into Tax Planning And Why You Belong Here
Tax planning is the wedge that opens the door to higher-value clients and locks them in for the long haul. When you can help a client save $40K in taxes before you even talk about investments, they listen differently. They refer faster. And they don’t flinch at your fee.
This works whether you’re a solo advisor ready to charge more, a seasoned RIA looking to protect your book, or a growth-minded firm competing for wealthier clients.
Top-performing advisors aren’t just giving “tax tips.” They’re becoming the trusted strategist their wealthiest clients rely on.
Your Next Step: Book your Advisor Tax Check-Up Session!
If this sounds like the edge you’ve been looking for, book your Advisor Tax Check-up session with our team. On the call, we’ll:
- Review your current setup.
- Highlight where you’re losing opportunities.
- Show you exactly how this model could fit your practice.
We’ll be upfront - this isn’t for every advisor. But if it is, you’ll leave with a clear plan and the confidence to finally lead tax conversations without second-guessing yourself or waiting on a CPA.
This Is How Top Advisors Stand Out
Tax Planning Is the Competitive Edge That Turns Expertise Into Authority, Referrals, and Revenue
Your Advisor Tax Check-up Session is the first step toward making tax planning your edge. In this session, we’ll dig into your unique challenges and give you clear, actionable insight on how to confidently lead tax conversations, deliver massive value, and grow your practice without adding complexity to your day.
From there, we’ll outline a proven framework that turns tax planning from a “nice-to-have” into a powerful driver of growth, referrals, and client loyalty. Here are the 3 key results you’ll achieve:
#1: A Trusted Tax Expert in Your Back Office
No more scrambling to find a CPA you can rely on or wondering if the advice you got is solid. With Retirement Tax Services, you get immediate access to a licensed tax expert who reviews client files, answers tough questions, and hands you the strategy. That means no guesswork, no stalled conversations, and no disclaimers. You keep the credit, the confidence, and the compensation.
#2: Speed Kills Doubt and Closes Business
How many opportunities have slipped away because you had to say, “Let me check with a CPA and get back to you”?
We cut that delay. With our expert team on-call, you’ll get answers in hours, not days, so you can act while the iron’s hot, move planning decisions forward in real time, and close business before the doubt creeps in.
#3: Attract Better Clients. Keep Them Longer. Charge More.
Tax planning is the wedge that wins higher-value clients and locks them in for the long haul.
When you help someone save $40K+ in taxes before you even talk investments, they listen differently. They refer faster. And they don’t flinch at your fee.
Our members use this positioning to separate themselves from the product-pushing crowd and become the trusted strategist their wealthiest clients rely on.
Bring your real client cases to a session and we’ll help you think through the tax angles, identify missed opportunities, and sharpen your recommendations. You’ll stay in the driver’s seat, but with clarity, confidence, and strategies that elevate your value immediately.
Curious who’s behind this? 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.
Ready to Lead With Tax Planning?
It Starts Here.
Ready to Lead With Tax Planning?
It Starts Here.
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