Don't Tip the IRS

For Financial Advisors Committed to


All Financial Advisors should be delivering massive value through tax planning. We are very outspoken about this one. This is not because it’s easy; it’s because it impacts everyone. Every financial decision you recommend to a client has a tax effect, 
great advisors are doing something about it.


This is a self-guided membership that gives you access to powerful resources that great Advisors are using to deliver massive value to their clients through tax planning. With new resources every month along with a community to learn from this Membership will help transform the way you approach tax planning.


We only share proven effective systems and processes in the RTS Essentials Membership to make sure you get better results for your business asap. The same systems we use in our own practices.

This is why everything in the Membership is built to enable you to have more freedom, work more efficiently and enhance your client acquisition practices.


Resources in the RTS Essentials Membership are available on our easy to navigate digital platform, allowing you to access the exclusive content and tools whenever you need them.

We aim to help you work even more passionately towards your goals and we do not want to waste your time, but to inspire you. It’s a lifestyle after all.


The RTS Essentials Membership is best suited for Advisors who are really good at taking an example of what works and duplicating it for use in their own practice, by themselves.
This is not a “done for you solution” but we provide a community of like minded advisors and everything we do has a focus on helping you take action. We take the guesswork out of applying tax planning in the real world.


➡️ Tax checklists and resources
Whether it’s year end planning or simply a tax reference guide designed by and for financial advisors, we provide tools to help make tax planning more valuable for you and your clients.
• Annual Tax Reference Guide - your go-to resource for accurate, efficient, and comprehensive tax information,       empowering you to make informed decisions and support client needs effectively.
• 37-Point Checklist - a comprehensive framework for accurate tax reviews, identifying opportunities, mitigating     risks, enhancing client relationships, supporting compliance, empowering decision-making, and delivering   exceptional value.
8606 Reference Guide - A hands-on printable worksheet that will help you navigate backdoor Roth   contributions along side your clients in a way that adds value instead of creating confusion.
• Client facing communications;
• Estimated tax payment guide;
• Tax birthdays and milestones;
• "My first rental" checklist;
• Top ten myths your clients believe;
• And so many more...

➡️  Monthly Content- Newsletters, Email Updates, and Beyond
Deep dive on a specific tax topic that covers the technical details AND how to deliver value to real clients. Backed by insights from Financial Advisors actively serving clients, our recommendations are tried, tested, and proven effective. Which means we know they work! We go beyond theory, equipping you with scripts, handouts, and example emails to masterfully communicate complex topics. 

➡️ Quarterly Tax Return Reviews
Once per quarter, you can submit a tax return (we recommend a prospect or top client so you get the most value) for our team to review and provide insight. 
* Submit your return for expert tax analysis and personalized feedback during the first four days of the month.*

➡️ Access to Masterclasses 
Driven by our commitment to delivering what works, our expert-led masterclasses are meticulously created to foster ongoing learning and professional development. Designed to deliver invaluable insights, refine skills, and enrich expertise in tax planning, they ensure you provide massive value to your clients.

➡️ Member Exclusive Webinars (Virtual Trainings)
Everything we do is focused on “what works” for financial advisors, which is why we are committed to bringing you monthly live content that is co-hosted by Steven Jarvis, our resident Head CPA AND a financial advisor currently serving clients. This is also another opportunity for our members to ask questions. All sessions are recorded and made available on-demand to our members.

➡️ Coaching and Connection via Members Forum
This is your chance to engage with the RTS community in our exclusive Members Forum, moderated by our RTS Tax Team, and receive expert guidance from industry leaders like Steven Jarvis, CPA, Matthew Jarvis, CFP®, and Micah Shilanski, CFP® for tax inquiries. Here, we're all about personalized coaching, learning from each other, building connections, tackling challenges together, always striving to improve, and offering support. 

➡️ RTS Annual Tax Summit 
Unlock expert insights and industry trends at the Annual Tax Planning Summit with SPECIAL MEMBER PRICING, and gain invaluable networking opportunities, professional development workshops, business growth strategies, client value resources, and inspiration for your practice.

If you are ready to get serious about transforming not only your Financial Advisory practice but your entire LIFE, It's time you decide which path 
you want to go down.


The RTS Tax Team is headed up by a nationally recognized CPA, Steven Jarvis, and the RTS Leadership team includes industry leading CFPs. 

That collaboration is a key element to RTS and something that sets us apart from almost every tax offering on the market. We built a system that we know works with financial advisors and their clients because it was built in collaboration with financial advisors who are currently practicing and using the services that RTS offers.


"The resources I get from being an RTS Member has already helped me develop fruitful relationships with CPAs"

- Glenn M.
Huge fan of what you are doing. It's provided me so much value and insight on issues & topics which are vital to my practice yet often go overlooked by advisors.

- Ben S.
Retirement Tax Services is easily one of the best investments I have made. Just in the last week, I helped a client catch an error on their 1099-R that would have caused them to pay taxes twice. 

- Ethan M.
This is exactly what the industry needs. I only wish you would have started sooner.

- Dean B.

Ready to take tax planning for your clients to the next level?

We’re consistently delivering massive value through tax planning. You can too.

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