Your Clients Are Paying the IRS More
Than They Should Probably...
What's Your Plan to Stop It?
You may already be incorporating tax planning into your practice - but you know surface-level strategies aren’t enough. Your clients are likely paying more to the IRS than they should, and they’re counting on YOU to help change that.
The Premiere Membership at Retirement Tax Services is designed for advisors who are ready to elevate tax planning from a service you offer to a signature part of your value. With expert support, advanced strategies, and implementation-ready tools, you’ll turn tax planning into a key differentiator, and a powerful driver of referrals, retention, and results.
Already Doing Some Tax Planning
- But Still Running Into Roadblocks?
You’re not new to tax planning. But even with a solid foundation, it’s tough to confidently answer every complex client question, especially when you’re juggling dozens of other responsibilities. After working with hundreds of advisors across the country, we’ve identified the most common
questions they face:
How do I find a CPA who collaborates
with me, rather than working
against me?
How can I simplify tax planning
without losing focus on my clients’
bigger financial goals?
How do I become the go-to tax expert
my clients rely on,
without getting overwhelmed?
I don’t want to learn the entire tax code,
but I need trusted updates on
tax law changes. Where can I find them?
Why is it so hard to get
straightforward, timely advice
from tax professionals?
Tax planning is overwhelming
—where do I find simple,
effective solutions?
Where do I find reliable tax strategies that actually add value to my clients?
The Premiere Membership at Retirement Tax Services exists to eliminate those roadblocks, so you can confidently lead with tax value, serve your clients better, and scale your success.
Retirement Tax Services Premiere:
Your All-in-One Solution for Mastering Tax Planning
Retirement Tax Services 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.
When you join Premiere, you’re not just getting access to resources - you’re stepping into a complete ecosystem designed to elevate your tax planning expertise and transform your practice.
Here’s what’s included in your membership, valued at over $26,500 annually:
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
Customizable Client Resources & Tools:
White-labeled documents, checklists, and guides to enhance your brand & help navigate complex tax strategies..........................................................................................................................................................................................................................................Value: $4,728
On-Demand Masterclasses:
Access recorded sessions on specialized training topics. CE credits for CFPs. ......................Value: Currently 2 at $297 each= $594
Website Presence:
Your firm presented on the Retirement Tax Services 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: $2,025
Coaching & Community:
Connect with fellow tax savvy advisors through our private LinkedIn group for support and insights...................Value: Priceless
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
Customizable Client Resources & Tools:
White-labeled documents, checklists, and guides to enhance your brand & help navigate complex tax strategies......................................Value: $4,728
On-Demand Masterclasses:
Access recorded sessions on specialized training topics. CE credits for CFPs. .................................................................................................Value: Currently 2 at $297 each= $594
Website Presence:
Your firm presented on the Retirement Tax Services 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: $2,025
Coaching & Community:
Connect with fellow tax savvy advisors through our private LinkedIn group for support and insights.......Value: Priceless
Total Value = Over $26,500
Why Retirement Tax Premiere
Is Perfect for You...
If you're wondering whether this is the right fit, ask yourself: Are you the kind of advisor who’s ready to go beyond surface-level tax conversations and truly stand out by delivering massive value?
You may already be offering some tax guidance to clients, but you know there’s more you could be doing. The Premiere Membership is for growth-minded advisors who are ready to go beyond the basics and make tax planning a core part of their value proposition.
You're a great fit for this membership if:
You’re looking to differentiate your practice and attract the right clients.
You’re ready to collaborate with experts and stay ahead of tax law changes without getting overwhelmed.
You want actionable strategies that simplify tax planning while delivering real results.
You believe in leading with value, not just volume.
Not all advisors are in the same stage of their tax planning journey, and that’s why this membership is designed with intentionality. This isn’t about memorizing the tax code or adding more to your already full plate. It’s about having the right tools, expert guidance, and ongoing support to turn tax planning into a competitive edge.
If you’re serious about using tax planning to grow your business, deepen relationships, and stand out in a crowded market - Premiere is for you.
So… What’s the Catch?
We’re on a mission. Most clients are overpaying the IRS, and we’re here to change that by equipping advisors to lead with proactive tax planning.
Traditional CPA firms aren’t built for advisors. They focus on tax prep, not planning. We’re filling the gap with tools and support tailored to your role.
Tax planning should be year-round. Not just a once-a-year scramble. We help you deliver consistent, ongoing value that sets your practice apart.
Your success fuels ours. When you grow your business and better serve your clients, everybody wins—including us.
Here’s What to Do Next
You’ve made it this far, so you already know tax planning matters—and that you want to do it right.
If you’re the kind of advisor who’s ready to go beyond surface-level tax conversations and truly stand out by delivering massive value, then you’re in the right place.
If you’re the kind of advisor who’s ready to go beyond surface-level tax conversations and truly stand out by delivering massive value, then you’re in the right place.
Join today and unlock access to over $26,000 worth of tools, trainings, and expert support designed to simplify tax planning and turn it into real action. You’ve earned this. We can’t wait to welcome you to the Retirement Tax Services community and support your success.
Click the button below to join now and start delivering tax planning with clarity and confidence.
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.
Your clients expect more. Join the membership that equips you to deliver next-level tax value - every time.
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.
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 Lead With Tax Planning? It Starts Here.
Ready to Lead With Tax Planning? It Starts Here.
If you’re done with surface-level tax advice and ready to deliver real, measurable value to your clients, Premiere is your next step.
This is your chance to stand out, scale up, and serve your clients like never before - with expert support, proven strategies, and done-for-you tools guiding you every step of the way.
Join Premiere today and make tax planning the difference-maker in your practice.
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