Premiere Plus

done for you tax strategy and Tax preparation 

Premiere Plus Tax Planning is an exclusive, invitation-only solution, crafted to elevate your practice with personalized, advanced tax planning and preparation services - completely done for you and your clients. 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 Plus is limited and subject to strict qualifications.

  Discover If You’re the Right Fit for Our Services

 What is Tax Coaching for Retirement Tax Services
It’s a year-round, proactive approach to help clients:
  • Understand how taxes impact retirement
  • ​Avoid costly tax mistakes
  • ​Strategically plan withdrawals, conversions, and deductions
  • ​Get ahead of IRS changes that affect retirees
  • ​Align their tax decisions with their financial advisor’s plan
Instead of just filing taxes once a year, tax coaching creates an ongoing conversation so clients can make better decisions before it’s too late.
 Possible Service Level
  • Tax Prep Only - Annual return filing, no ongoing strategy
  • Tax Coaching Lite - ​Annual strategy session + return filing
  • Full Tax Coaching - Annual strategy + mid-year review + advisor coordination
 What Tax Coaching Includes
  • Annual Tax Strategy Session
  • Review prior-year return for missed opportunities
  • ​Identify tax planning moves for the upcoming year
  • ​Coordinate with their financial advisor
  • Mid-Year Check-In 
  • Adjust withholding / estimated taxes
  • Plan for big events (RMDs, Roth conversions, property sales, etc.)
  • On-Demand Questions & Quick Advice 
  • Access to a tax professional for “Should I…?” moments before big decisions
  • Quarterly Tax Tips for Retirees 
  • Bite-sized, easy-to-read tax updates relevant to their retirement phase
  • Seamless Tax Prep at Year-End
  • Prep is included, with full coordination between RTS & their financial advisor
 Who is the Ideal Client
  • Pre-retirees & retirees with:
  • ​IRAs, 401(k)s, pensions, or Social Security
  • ​Roth conversion opportunities
  • ​Significant taxable investment income
  • ​Multiple income sources (W-2, 1099, rental, etc.)
  • Clients who want clarity and confidence in their retirement tax plan
  • Clients who want coordination between their tax professional and financial advisor
 How it works with advisors
  • The advisor introduces the client to RTS (via your referral form)
  • ​RTS does a tax strategy intake (what’s changing in retirement, major decisions ahead)
  • ​RTS keeps the advisor in the loop with summary reports & actionable insights
  • ​The advisor stays the hero while RTS handles the technical tax side

    Here’s What You Do Next…

If you’re ready to offer your clients world-class tax strategy and preparation, done entirely for them while you remain the hero — then you’re in the right place. 

Premiere Plus is your chance to deliver year-round, proactive tax planning that builds trust, increases referrals, and frees you from the technical tax work. Our team handles every detail, from strategy to filing, so you can focus on your clients and your practice.

Because this program is invitation-only and space is limited, the next step is simple:
Complete the short screening form on this page. If your client is a good fit, we’ll connect with you right away to begin the intake process. You’ve worked hard to earn your clients’ trust — now let’s take it to the next level.

Add your details in the form to apply today.
First Name
Last Name
Email Address
Company Name
Your Role/Title
Number of households
Are you offering tax planning or preparation for your clients?

    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.

Frequently Asked Questions

1. How is Premiere Plus different from other tax services?
Most tax professionals focus on filing last year’s return. Premiere Plus goes far beyond compliance — we deliver proactive, year-round tax strategy combined with seamless tax preparation, designed specifically for pre-retirees and retirees working with financial advisors. Our team does all the heavy lifting, while you remain the hero for your client.

2. Who qualifies for Premiere Plus?
Premiere Plus is invitation-only and designed for advisors serving clients with complex retirement tax needs. We work best with pre-retirees and retirees who have multiple income sources, significant retirement assets, and want proactive coordination between their tax and financial plans.

3. Do you replace the financial advisor?
Absolutely not. Our goal is to enhance your value as an advisor, not compete with you. You stay the primary relationship; we provide the tax expertise and execution that strengthens your client’s trust in you.

4. How does the process work?
The advisor makes a referral through our secure form → We complete a detailed tax strategy intake → We deliver an actionable plan with summaries for both the client and advisor → We execute the plan, monitor changes, and prepare the return at year-end.

5. Is this service available in all states?
Yes — we work with clients nationwide through secure virtual meetings, document portals, and electronic signatures.

6. Why not just use tax software?
Tax software is a great tool for entering numbers, but it doesn’t tell you which numbers should go there or how to legally reduce them before it’s too late. Premiere Plus isn’t just about filing a return; it’s about proactively planning so your clients pay less tax over their lifetime. We spot opportunities, avoid costly mistakes, and coordinate everything with their financial advisor, something software can’t do.