Retirement Tax Services "Premiere"
Stop Letting Clients Overpay on Taxes
Join Retirement Tax Services Now to Access the Tools, Resources, and CPA Support You Need to Transform Your Tax Planning Strategy!
Step #1: Contact Information
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Step #3: Check Out
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Price
$497 every month
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amount
Dynamically Updated
$XX.00
I understand that by enrolling in Retirement Tax Services Premiere, I am making a 12-month membership commitment, even if I select the monthly payment option. This program is designed to help me create lasting change in my practice by consistently implementing the provided tools, resources, and strategies over the course of a full year. My membership will automatically renew each year unless I notify Retirement Tax Services in writing prior to the end of my current 12-month term that I wish to cancel. I also understand that access to all resources and tools is available for use with my clients and prospects only while I am an active member.*
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What You Get With Retirement Tax Services "Premiere"
All for just $497/month(total annual value: 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
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
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