Start Your Journey

Not sure where to get started? Here's where most people start their journey!

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Subscribe to the Podcast

Learn how other advisors are using tax strategies to grow their firms.

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Subscribe to our Newsletter

Get weekly updates on strategies, deadlines, and new content.

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Download The 37-Point Checklist

A step-by-step resource to assess your clients’ tax strategy gaps.

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Advisors Who Ignore Tax Planning Are Costing Their Clients Thousands

Memberships For Serious Advisors

essentials

Essentials

  • Member’s Only power sessions (Virtual Trainings)
  • Coaching and Connection via members forum
  • Annual tax reference guide
  • 37-Point checklist
  • Monthly Content - Newsletter, Emails
  • One Tax Return Reviewed/Quarter
  • Access to Masterclasses

$197 / Month

premiere

Premiere

  • Member’s Only power sessions (Virtual Trainings)
  • Coaching and Connection via members forum
  • Annual tax reference guide
  • 37-Point checklist
  • Monthly Content - Newsletter, Emails
  • One Tax Return Reviewed/Quarter
  • Access to Masterclasses
  • RTS Annual Tax Summit
  • VIP Gathering at RTS Tax Submit
  • White Labeled Documents
  • Office Hours with Steven Jarvis, CPA
  • Initial Strategy Call
  • TaxWise Retirement Guides Listing

$497 / Month

premiere_plus

Premiere+

  • Member’s Only power sessions (Virtual Trainings)
  • Coaching and Connection via members forum
  • Annual tax reference guide
  • 37-Point checklist
  • Monthly Content - Newsletter, Emails
  • One Tax Return Reviewed/Quarter
  • Access to Masterclasses
  • RTS Annual Tax Summit
  • VIP Gathering at RTS Tax Submit
  • White Labeled Documents
  • Office Hours with Our Head, CPA
  • Initial Strategy Call
  • TaxWise Retirement Guides Listing
  • Full US Federal Income Tax Preparation

Are You Managing Investments or Your Clients’ Wealth?

How confident are you that your clients aren't overpaying in taxes?

Contacts Us

What Our Members Are Saying

https://retirementtaxservices.com/wp-content/uploads/2025/06/Jennifer-J.-Johnston-CFP-BFA.webp
President, genFinance, LLC

Jennifer J. Johnston CFP, BFA

What I love about Steven's presentations is that you're given very specific action items and things to take away and implement immediately. The only way attending a session with Steven is not going to have a tremendous impact on your practice is if you don't implement what you learn. Steven very openly shares what really works in practice, things like the actual templates and scripts he uses with clients and how to incorporate your team into the process. Having Steven speak on tax planning is priceless"

https://retirementtaxservices.com/wp-content/uploads/2025/06/Ben-Beshear-CFP-AWMA-1.webp
CEO & Private Wealth Advisor

Ben Beshear CFP, AWMA

"We loved having Steven speak at our quarterly meeting. Steven’s insight, energy, humor and actionable information made for an incredible experience. I’d highly recommend him for any team looking to strengthen their understanding of tax strategy."

Get the most popular Tax Reference guide for 2025