Become the Advisor High-Income Clients Trust to Keep Their Tax Bill Low - 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.
Retirement Tax Services Premiere isn’t just about doing tax planning; it’s about becoming the advisor clients chase down because you offer what no one else can. With a CPA in your corner, implementation-ready strategies at your fingertips, and real guidance on how to win better clients, this is your unfair advantage in a market full of soundalike advisors.
You’re Closer Than You Think
Here’s How Top Advisors Turn Basic Tax Advice Into a Magnetic Growth Engine.
You’ve already stepped into tax planning; now it’s time to make it your edge.
But even smart, growth-focused advisors hit the same ceiling: unclear guidance, patchwork strategies, and no real partner to lean on. That’s why the most successful advisors aren’t doing this alone. They’re tapping into a proven system that gives them answers, confidence, and real support, without the overwhelm.
Here’s what that looks like when you finally have the right structure behind you:
Gain access to a CPA who partners with you, not competes with you, to elevate your value in every client conversation.
Offer clear, actionable tax guidance without taking your eye off the long-term plan.
Position yourself as the tax-smart advisor your clients trust without drowning in details.
Stay ahead of every tax law update without ever touching the tax code.
Get direct, timely answers from a CPA who understands your role and has your back.
Tap into simple, effective tax strategies that are built for busy advisors.
Use proven tax strategies that instantly raise your value and your fees.
The Premiere Membership at Retirement Tax Services gives you the edge most advisors will never have - a trusted CPA in your corner, done-for-you strategies at your fingertips, and the clarity to lead with tax planning that attracts, retains, and rewards your best clients.
Retirement Tax Services Premiere:
Your All-in-One Solution for Mastering Tax Planning
Retirement Tax Services Premiere isn’t just a membership; it’s your gateway to becoming the most valuable advisor in the room.
When you step into Premiere, you step into a new identity: the advisor who brings clarity where others bring confusion… who delivers proactive tax insight that even the CPA didn’t catch… and who attracts better clients because you offer what nobody else can.
Backed by a team of elite CPAs, you won’t just stay current, you’ll stay confident.
No more guesswork. No overwhelm. Just the power to lead tax conversations with authority and build a practice that runs on referrals, not resistance.
Here’s everything waiting for you inside Premiere, a complete ecosystem valued at over $32,124 :
Stop second-guessing and start leading tax conversations with confidence.
Get direct answers from a real CPA, not a forum, not a friend. Ask your toughest client questions and get clear, strategic guidance from Steven Jarvis, CPA during live office hours twice a month. ...................................................Value: $12,000
Discover real planning opportunities hiding in your client’s tax returns.
Submit one return each quarter and receive a custom video of insights and observations to guide your client conversation. You bring the case. We help you uncover the win. .............................................................................................................Value: $2,000
Show up smart, stay top-of-mind, and never create content from scratch.
You’ll get relevant and actionable newsletters, client-facing resources, and CE eligible Power Sessions with Steven Jarvis, CPA. It’s the easiest way to stay relevant, educational, and valuable all year long. .......................................Value: $4,764 Value
Brand yourself as the tax-savvy advisor without doing the heavy lifting.
You’ll get access to white-labeled checklists, guides, and documents to use with clients. Position yourself like a pro, even in complex planning conversations. ......................................................................................................................................................Value: $4,728
Sharpen your skills anytime and earn CE credits while you’re at it.
Watch recorded masterclasses on advanced tax planning topics, taught by experts who know your world. Level up on your schedule, without attending another conference. .................................................................................................................Value: $1,500
You’re not doing this alone.
Connect with other tax-forward advisors inside our private LinkedIn group — share wins, get feedback, and stay sharp together. It’s your unfair advantage: a real community that speaks your language. ........................................Value: Priceless
Plus, receive these bonuses when you enroll in Premiere now:
BONUS #1 Ticket to Summit 2026...............Value: $1,592
BONUS #2 Lock-in the “Grandfather Rate” Save $300 Every Month..............Value: $3,600
BONUS #3 Tax Planning Surge “Ramp-Up” and “Wrap-Up”..............Value: $2,000
Stop second-guessing and start leading tax conversations with confidence.
Get direct answers from a real CPA, not a forum, not a friend. Ask your toughest client questions and get clear, strategic guidance from Steven Jarvis, CPA during live office hours twice a month. ......................Value: $12,000
Discover real planning opportunities hiding in your client’s tax returns.
Submit one return each quarter and receive a custom video of insights and observations to guide your client conversation. You bring the case. We help you uncover the win.
.........Value: $2,000
Show up smart, stay top-of-mind, and never create content from scratch.
You’ll get relevant and actionable newsletters, client-facing resources, and CE eligible Power Sessions with Steven Jarvis, CPA. It’s the easiest way to stay relevant, educational, and valuable all year long. .............Value: $4,764
Brand yourself as the tax-savvy advisor without doing the heavy lifting.
You’ll get access to white-labeled checklists, guides, and documents to use with clients. Position yourself like a pro, even in complex planning conversations. .......................Value: $4,728
Sharpen your skills anytime and earn CE credits while you’re at it.
Watch recorded masterclasses on advanced tax planning topics, taught by experts who know your world. Level up on your schedule, without attending another conference. ....................................................Value: $1,500
You’re not doing this alone
Connect with other tax-forward advisors inside our private LinkedIn group — share wins, get feedback, and stay sharp together. It’s your unfair advantage: a real community that speaks your language. .........................................Value: Priceless
Plus, receive these bonuses when you enroll in Premiere now:
Bonus # 1 - Ticket to Summit 2026. .................................................... Value: $1,592
Bonus #2 - Lock-in the “Grandfather Rate” Save $300 Every Month. .................................................... Value: $3,600
Bonus #3 - Tax Planning Surge “Ramp-Up” and “Wrap-Up”
.................................................... Value: $2,000
Total Value = Over $32,124
Why Top Advisors Are Stepping Into Premiere
And Why You Belong Here
And Why You Belong Here
This isn’t about checking boxes. It’s about claiming a position most advisors never will.
Premiere is for advisors who are done offering “tax tips” and ready to become the go-to authority for clients who care about keeping more of what they’ve earned.
You’re not looking to memorize the tax code. You’re looking to lead with real insight, the kind that builds trust, earns referrals, and justifies premium fees.
Inside Premiere, you don’t just get tools.
You get access to elite CPAs, done-for-you strategies, and a complete tax planning ecosystem designed to elevate your value and expand your business.
This is for you if:
You want to differentiate fast and attract clients who value strategy over sales.
You’re ready to lead tax conversations with confidence, not cross your fingers.
You’re looking for clear, proven strategies, not a new job or a mountain of research.
You believe the advisor of the future leads with value, not volume.
You’re ready to stop guessing and start growing.
You don’t need to be an expert. You just need to decide to lead.
If you're serious about rising above the noise and using tax planning as your edge, Premiere is your path forward.
Why Premiere Isn’t Just Access
It’s the Competitive Edge That Turns Tax Planning Into Authority, Referrals, and Revenue
Here’s What Happens When You Say Yes
By now, you know the truth: tax planning isn’t optional, it’s the next-level advantage that separates forgettable advisors from the ones clients trust, talk about, and stick with for life.
If you’re ready to stop playing catch-up and start leading with the kind of insight that builds authority, retention, and revenue, Premiere was built for you.
Join now and step into a complete tax planning system backed by elite CPAs, filled with implementation-ready tools, and designed to give you an edge your competition won’t see coming.
You’re not buying access. You’re making a positioning move.
The kind that rewrites how clients see you… and what they’ll gladly pay for.
Click below to claim your spot and start showing up as the most valuable advisor in the room.
What Growth-Minded Advisors
Are Saying About Premiere
"Since joining Retirement Tax Services last year my knowledge of tax planning has grown exponentially."
Ethan M.
"Since I started as an member and began using the resources, my practice has grown tremendously. I’ve landed my biggest client ever, and the tools help me get the reps in to keep building every day."
Jake F.
"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.
"This first year of RTS Premiere was everything I could have wanted!"
Chad C.
Chad C.
Ethan M.
Jake F.
Ben S.
Chad C.
Be the Advisor Clients Turn To When the Stakes Are High.
Deliver the tax strategy they didn’t even know to ask for…
Frequently Asked Questions
1. Do I need to be a CPA or tax expert to benefit from this?Nope. In fact, most of our members aren’t. Premiere is designed for financial advisors who want to partner with tax expertise, not replace it. We give you the tools and guidance to confidently lead with tax value without becoming a full-time tax pro.
2. What makes Retirement Tax Services different from other CPA firms or tax resources?Most CPA firms focus only on tax prep and compliance, they’re reactive and show up once a year. At Retirement Tax Services, we’re all about proactive, year-round tax planning that supports you as the advisor. We don’t just give you information, we give you tools, training, and real-world support so you can confidently deliver tax value without feeling like you need to become a CPA yourself.
From hands-on office hours with Steven Jarvis, to customizable client resources, to personalized return reviews, we’re built for advisors who want to take action and make tax planning a differentiator in their practice.
3. What if I already work with a CPA?Great! Premiere isn’t here to replace your CPA; it’s here to make that relationship more productive. We’ll equip you with the right questions, strategy, and structure to get the most out of your CPA collaboration.
4. Can I cancel anytime?Premiere is a 12-month membership and that’s on purpose. We’ve seen time and again that the advisors who commit for a full year are the ones who get the biggest results. Tax planning isn’t something you master overnight. It takes consistent action, real implementation, and ongoing learning to turn tax planning into a core part of your value. It’s a long-term strategy designed to create lasting impact for you, your clients, and your business.
5. Is this CE eligible?Yes! Several of our on-demand masterclasses and webinars are CE-credit eligible for CFPs. It’s real value and professional development.
6. Is this membership for solo advisors or larger firms?Both. We have solo advisors using Premiere to scale more effectively, and multi-advisor firms using it to create alignment, train their teams, and implement firm-wide systems.
7. Will this help me grow my business?Yes. Tax planning done right becomes one of your most powerful marketing and retention tools. Our members consistently report better client conversations, more referrals, and increased confidence when prospecting high-value 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.
Ready to Be the Advisor Who Owns the Tax Conversation? Start Here.
Ready to Be the Advisor Who Owns the Tax Conversation? Start Here.
If surface-level tax talk isn’t cutting it, and you’re ready to deliver the kind of value clients brag about, this is how you lead.
Premiere isn’t about adding more to your plate. It’s about stepping into a proven system where expert support, done-for-you tools, and CPA-backed strategies give you the confidence to turn tax planning into your unfair advantage.
This is your move, if you’re ready to rise above the noise and own the edge most advisors will never claim.
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