Retirement Tax Services | Financial Advisor Tax Solutions

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

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

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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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Membership Tiers

Choose the Right Fit for Your Practice

Essentials

For advisors ready to incorporate tax planning into their practice.

Member-Only Power Sessions
High-impact virtual trainings on the most important tax planning concepts for financial advisors.
Coaching and Advisor Community Forum
Learn alongside a network of growth-minded advisors, with direct support from the RTS team.
Annual Tax Reference Guide
A Quick-Access Tool
To confidently answer client tax questions during meetings.
37-Point Tax Planning Checklist Training
Know exactly what to look for on a return and how to turn it into value for your clients.
Monthly Real-World Tax Strategies, Mistakes, and Wins
Get proven tax strategies advisors are using right now—along with actual mistakes to avoid and real successes to replicate in your own practice.
Quarterly CPA Review of a Complex Tax Return
Collaborate with our experts to find planning opportunities for your top clients
On-Demand Masterclasses
Build your tax planning skills with targeted trainings that clarify key concepts and the boundary between planning and advice.

$197 / Month

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Premiere

For growth-minded advisors ready to make tax planning a key differentiator in their practice.

All Essentials benefits, plus:
Full Access Pass to the RTS Tax Summit
Premier entry to the industry’s leading tax planning event for financial advisors.
VIP Gathering at the Summit
Connect with top advisors in an exclusive setting—because proximity to excellence accelerates your own growth.
White-Labeled Client Documents
Instantly usable tools to showcase your tax planning expertise and deliver real value to clients.
Office Hours with a CPA
Strategize client cases with a CPA who supports you behind the scenes oh and don’t worry, we make sure you look like the hero.
One-on-One Strategy Call
Get tailored guidance on where to focus tax planning efforts in your own practice.
Four Annual Tax Return Reviews
Work with our team to uncover planning opportunities on real client returns throughout the year.

$497 / Month

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Premiere+

Our most comprehensive solution. Full-service support for advisors and their clients.

All Premier benefits, plus:
Client Tax Prep Available
Your clients can engage RTS to complete their returns for a fee
So you stay focused on planning, not paperwork.
Full Advisor Access to Client Returns
Review draft and final returns, ask questions, and identify planning opportunities your client may not even know exist.
Collaborative Client Support
Join client meetings or consult with the CPA to stay fully informed and in control of the relationship.
Withholding Reviews
Identify misaligned tax withholding early and help clients avoid year-end surprises.

Currently Sold Out

Join the waitlist to be notified when space becomes available.

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What Our Members Are Saying

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"

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."

Unlock the power of tax planning for your clients