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We help financial advisors deliver massive value to their clients through tax planning

Here’s How:

IN CRAYON

We’ve taken the most complicated parts of the tax code and distilled them into easy to understand actionable steps for your clients

WHITE LABELED CONTENT

Demonstrate your tax expertise to clients and prospects

CLOSE MORE PROSPECTS

Tax Expertise is a significant differentiator

FORM 8821

Helping you get client tax data directly from the IRS

TAX PLANNING TOOLS

Specific actionable advice for your clients

ALWAYS ACTION

Every topic we cover includes how to use this in your practice

COMMUNITY

Network of financial advisors who are implementing our strategies in their practices

CPA FOR FINANCIAL ADVISORS

Access to a CPA who exclusively serves financial advisors

PROVEN STRATEGIES

All of our strategies are from advisors or in collaboration with advisors

Get the most popular tax reference guide for 2023

Not all states have provided updated 2023 information yet. This will be updated as soon as more info is available.

P.s. It’s printable

IN PARTNERSHIP WITH THE FINANCIAL ADVISORS AT:

What is Retirement Tax Services (RTS)?

PLATFORM AGNOSTIC

RTS works with all types of advisors, from independent RIAs to wirehouse advisors and broker dealers. If you want to help clients stop overpaying the IRS, we need to talk

ACTION IS OUR PRIORITY

There is endless theory and content libraries around taxes and tax strategies, RTS partners with advisors to ensure you are getting the best content AND real life examples from actively practicing advisors on how to implement our strategies

SAME TEAM

RTS works closely with financial advisors to deliver massive value to their clients

COMPLIANCE FRIENDLY

We work closely with compliance departments around the country to help financial advisors deliver tax strategies without crossing the line into licensed tax advice

Recent Articles

7 Tax Pitfalls Financial Advisors Should Avoid This Season

Some financial advisors may be tempted to wash their hands of taxes and leave them to the accountants. But that approach doesn’t ensure the best outcome for their clients. Great financial advisors know that, while the calendar has turned over on 2022, there is still work to be done before it is left behind. And that work is around taxes.

Is it too late to convert to a Roth?

There is also no earned income requirement to convert to a Roth. As long as you have a balance in an IRA, in theory, you can keep converting to a Roth as long as you like.

The Tax Planning Process Every Advisor Can Implement

The default approach to tax preparation does little to ensure tax planning, and with it tax savings, are actually happening. This creates a huge opportunity for financial advisors who are willing to be proactive.

Who Are We?

Steven Jarvis

CPA, MBA

Matthew Jarvis

CFP®, ChFC

Micah Shilanski

CFP®, RFC®

Are you looking for a Tax TEAM that delivers massive value to you, your firm and your clients?

LET’S TALK

The information on this site is for education only and should not be considered tax advice. Retirement Tax Services is not affiliated with Shilanski & Associates, Jarvis Financial Services or any other financial services firms.