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Exclusive access to the RTS Tax Preparation programTax preparation by RTS is finally here but it is ONLY being made available to taxpayers who work with an Advisor who is an RTS Premiere member. For the 2022 tax season we will not sign up taxpayers directly into our program, no exceptions. Our focus is on delivering an exceptional experience to the taxpayers we serve AND the great financial advisors who are our members.
➡️ Tax planning and analysis by the RTS team
For clients on the RTS Premiere platform, the RTS team works with our Premiere members to create projections, identify tax planning opportunities, answer tax-related questions and help Premiere members and taxpayers understand the tax impact of various financial decisions (our team uses Holistiplan to increase quality and efficiency and shares the reports with our Premiere members).
➡️ RTS Premiere Client Portal
This is your dashboard for submitting client specific questions to the RTS Tax Team, securely exchanging documents, checking the status of tax preparation and other value adds, providing the RTS Tax Team with any planning notes that might have a tax impact AND is one of the ways we ensure that delivering massive value to the end client is a COLLABORATION.
➡️ Coming soon: consumers who reach out to RTS without an advisor will be referred to our Premiere users
We already have taxpayers reaching out to us directly asking if they can be paired with an advisor who does the kind of tax planning we discuss and before the end of 2022, we will be more formally engaging with these consumers. There is so much power in the collaboration between advisors and tax professionals that we will match taxpayers with advisors BEFORE we start working with them.