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RTS Tax Calculator for tax projections and scenario analysis
RTS Premiere Members can use this tool for ANY of their clients, not just the clients who are part of the RTS Tax Preparation program. BONUS: send in the tax returns and the RTS Tax Team will upload the data into the tool for you so you can skip the data entry and get right to planning.
➡️ Exclusive access to the RTS Tax Preparation program
Tax 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 2021 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.
➡️ 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.
➡️ Even more white label content
Everything we do is designed to keep you at the center of your clients' financial lives, which is why we put out content on tax planning topics for you to use with your clients and prospects.