Your Clients Are Paying the IRS More 
Than They Should Probably

What's Your Plan to Stop it?

What's Your Plan to Stop It?

Conquer Your Clients' Biggest Financial Burden: Taxes 
Unlock the Strategies to Minimize Tax Expenses and Maximize Their Wealth
Join the Premiere Membership at Retirement Tax Services and discover proven tax strategies that help you deliver massive value to your clients, increase referrals, and grow your practice with confidence.

Tired of Not Knowing How to Help Your Clients with Complex Tax Questions? 

 After working with hundreds of advisors across the country, we’ve identified the most common 
questions they face:
 Where do I find reliable tax strategies that actually add value to my clients?
 How can I simplify tax planning without losing focus on my clients’ bigger financial goals?
 How do I find a CPA who collaborates with me, rather than working against me?
  I don’t want to learn the entire tax code, but I need trusted updates on tax law changes. Where can I find them?
 How do I become the go-to tax expert my clients rely on, without getting overwhelmed?
 Why is it so hard to get straightforward, timely advice from tax professionals?
 Tax planning is overwhelming—where do I find simple, effective solutions?
The Premiere Retirement Tax Services Membership is your comprehensive toolkit for mastering tax planning— giving you the insights, strategies, and support to turn tax complexities into opportunities for your clients.

RTS Premiere: Your All-in-One Solution for Mastering Tax Planning

RTS Premiere is more than just a membership—it’s your secret weapon for delivering unparalleled tax strategies to your clients. Backed by a team of top-tier CPAs, we simplify complex tax codes into actionable steps that give you an edge in your practice. No more guesswork, no more overwhelm—just clear, concise solutions that empower you to create massive value and effortlessly attract new clients.
 CPA on Retainer: Get expert guidance directly from Steven Jarvis, CPA during twice monthly office hours.  Value: $5,000
 Client Tax Return Reviews: Submit a client tax return each quarter & receive a concise video of strategies tailored to that client. 
Value: $350 per quarter = $1,400
 New Monthly Content: Get a newsletter and client facing tool every month along with multiple power-sessions with a live Q&A hosted by Steven Jarvis, CPA. Value: $397/month = $4,764
 On-Demand Masterclasses: Access recorded sessions on specialized training topics. CE credits for CFPs. 
Value: Currently 2 at $297 each= $594
 Customizable Client Resources & Tools: White-labeled documents, checklists, and guides to enhance your brand & help navigate complex tax strategies.
Value: $4,728
 Website Presence: Your firm presented on the RTS consumer facing website to build credibility and be featured as a TaxWise Retirement Guide.
Value: $8,000
 Annual Tax Planning Summit: 1 reserved seat at Premiere pricing! 
Value: $1,500
 Initial Strategy Call: Join Jennifer to learn about your membership benefits and ensure you are set up for success! 
Value: $497
 Coaching & Community: Connect with fellow tax savvy advisors through our private LinkedIn group for support and insights.
Total Value = Over $26,483
Looking for More Than Just Top-Tier Resources and Insights?
Introducing Premiere+ Tax Planning: Your Ultimate Solution for Done-For-You Tax Strategy and Preparation.

Ready to take your tax planning to the next level? Premiere+ Tax Planning is an exclusive, invitation-only upgrade for our elite Premiere members, crafted to elevate your practice with personalized, advanced tax planning and preparation services—completely done for you.

This service is designed for financial advisors who want to go beyond theory and offer their clients actionable, expertly managed tax solutions that build trust and increase referrals. But remember, access to Premiere+ is limited and subject to strict qualifications.

Don’t Miss Out! Become a Premiere member today, and stay tuned for more details on how you can qualify to transform your tax planning expertise and give your clients unmatched value.

What Our Members Are Saying...

This first year of RTS Premiere was everything I could have wanted!
- Chad C.
 Since joining Retirement Tax Services last year my knowledge of tax planning has grown exponentially.
- Ethan M.
 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.
 The RTS team is doing fantastic work. There isn't another service out there like yours, and it is needed in our industry 
- Randy K.

Take the next step in transforming your practice. Join RTS Premiere now!

Who are we and what we do?

At Retirement Tax Services, we empower financial advisors to deliver massive value to their clients through expert tax planning. Our team takes the complexity out of the tax code, breaking it down into clear, actionable steps that your clients can easily understand—and more importantly, benefit from.

Leading the RTS Tax Team is Steven Jarvis, CPA, a nationally recognized expert, alongside our RTS Leadership Team, which includes industry-leading CFPs. This powerful collaboration is at the heart of what makes RTS different from any other tax service available. Our system wasn’t just built for financial advisors—it was built with them. Advisors who actively use our services were instrumental in shaping RTS, ensuring that it meets the real-world needs of both you and your clients.

At RTS, we work with all types of advisors—from independent RIAs to wirehouse advisors and broker-dealers. No matter your platform, if you’re committed to helping your clients stop overpaying the IRS, then we need to connect.

Ready to unlock your full tax 
planning potential?

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