At Retirement Tax Services (RTS), we’re on a mission to help financial advisors deliver massive value to their clients by tackling one of the most significant, yet often overlooked, aspects of financial planning—tax liabilities. Founded by Steven Jarvis, CPA, RTS was born out of a realization that taxes aren’t just a seasonal concern; they are the largest bill most people will pay over the course of their lives, and yet, they are frequently ignored in traditional financial planning.
Most CPA firms focus only on tax preparation, leaving clients without proactive strategies to reduce their tax burden. We saw this gap and launched RTS to bridge it.
Traditional CPA firms often treat tax planning as an afterthought, focusing mainly on preparing returns and meeting deadlines.
We don’t just show up during tax season. Our team works with financial advisors throughout the year to integrate tax strategies into their overall financial planning for clients.
We don’t believe in keeping tax expertise locked away. Instead, we offer comprehensive training and resources so that financial advisors can confidently guide their clients through the complexities of tax planning.
Our live events are also an excellent opportunity to connect with like-minded financial advisors.
Our family-orientated approach is rooted in our culture. We pledge to always engage you with honesty, integrity, and respect. And on behalf of our team, I look forward to welcoming you to join our extended family.
