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!
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$497 every month
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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 $26,511+)

 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
 On-Demand Masterclasses: Access recorded sessions on specialized training topics. CE credits for CFPs. 
Value: Currently 2 at $297 each= $594
 Customizable Client Resources & Tools: White-labeled documents, checklists, and guides to enhance your brand & help navigate complex tax strategies.
Value: $4,728
 Website Presence: Your firm presented on the RTS 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.
Total Value = Over $26,511
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