Memberships

Membership Tiers

Choose the Right Fit for Your Practice

essentials

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

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_plus

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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Unlock the Essentials: Proactive Tax Planning at Your Fingertips

Why settle for ordinary when you can have extraordinary tax planning resources designed to empower your advisory practice? The RTS Essentials Membership delivers everything you need to stay ahead in the tax world, all while making your job easier and more effective.

Cut through the noise: Stay up-to-date with tax insights that deliver real value to your clients. Our newsletters, curated by Steven Jarvis, CPA, offer actionable advice that goes beyond theory.

Start now: Dive in by watching Steven’s intro video and set yourself up for success.

No more guesswork: We’ve handpicked the most important tax topics and turned them into checklists and guides that you can implement immediately.

Practical tools: Download your first Reference Guide today and keep it handy for quick wins.

From ideas to action: Our exclusive Masterclasses go deep into tax strategies, so you don’t just learn—you experience. Equip yourself and your team with the insights you need to provide top-tier tax planning services.

Join now: Explore our current lineup and stay tuned for upcoming sessions.

Collaborate with the best: Engage with fellow financial advisors in a professional, private space. Share ideas, get quick answers to your questions, and expand your network—right where you already spend your professional time.

Connect today: Join our growing LinkedIn community and start collaborating.

Learn by doing: Each quarter, submit a client’s tax return for review by the RTS tax team. We’ll break down the process, highlight opportunities, and show you how to replicate our meticulous review for your clients.

Hands-on learning: Upload your own tax return to experience our review process firsthand, and gain valuable insights you can apply to every client.

Why Choose RTS Essentials?

You’re not just getting another membership—you’re joining a community of proactive financial advisors committed to delivering massive value through tax planning. With RTS Essentials, you’re equipped with the tools, knowledge, and community to take your practice to the next level.

Ready to Get Started?

Don’t wait—click below to activate your membership and unlock the resources you need to start making an impact today.

Join RTS Essentials Now

What Our Members are saying

"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.

Unlock Proactive Tax Planning with RTS Premiere Membership

Welcome to Retirement Tax Services—where financial advisors like you transform tax planning from an afterthought into a powerful client offering. Our Premiere Membership doesn’t just provide tax services; it partners you with a dedicated team of experts to elevate your advisory practice.

Quick and easy setup: Start with a series of short videos guiding you through the process. You’ll be fully equipped to implement tax planning services with confidence.

Personalized support: Schedule your welcome call with Steven Jarvis, CPA, and our team to ensure you’re ready to hit the ground running.

Client screening made simple: We’ll help you identify which clients are the best fit for tax services, providing you with easy-to-use templates and resources to communicate your new offerings.

Ready-made resources: Get access to scripts, email templates, and a client introduction toolkit to showcase the benefits of partnering with RTS.

Efficient client onboarding: Upload your client data and manage their tax planning journey through our intuitive portal. We take care of the back-end, so you can focus on delivering value.

Hands-on walkthrough: Get a personalized tour of the RTS portal, ensuring you’re fully equipped to navigate the platform and onboard clients with ease.

Your clients, our support: Our tax experts will work directly with your clients to provide comprehensive tax preparation and planning services, giving you more time to focus on other aspects of your practice.

Continuous collaboration: Your dedicated RTS tax team will support your clients throughout the year, not just during tax season.

Plug into our proven system: Once your clients are onboard, they’ll be integrated into our Value Add cycle, receiving timely tax planning opportunities to save more and optimize their financial strategies.

Why Choose RTS Premier Membership?

At RTS, we work exclusively with financial advisors who are serious about elevating their client services. We know taxes can be overwhelming, but with our support, you’ll confidently deliver proactive tax planning that sets you apart from the competition.

Ready to Get Started?

Take the next step in offering unparalleled tax planning to your clients. Click below to become a Premiere Member and experience the power of RTS for yourself.

Join Premiere Membership

What Our Members are saying

"This first year of RTS Premiere was everything I could have wanted!"

Chad C.

" Since joining Retirement Tax Services last year my knowledge of tax planning has grown exponentially."

Ethan M.

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

Ben S.

"The RTS team is doing fantastic work. There isn't another service out there like yours, and it is needed in our industry."

Randy K.

Premiere+ Membership: Comprehensive Tax Planning & Preparation for Your Clients

Take your client service to the next level with RTS Premiere+ Membership—the ultimate package for financial advisors who want to provide full tax planning and preparation. Our Premiere+ members get all the benefits of Essentials and Premiere, plus our team prepares your clients’ US Federal Income Tax Returns for them.

We do the heavy lifting: Our team prepares the US Federal Income Tax Returns for your advisory clients, saving you time and ensuring they get the most out of their tax strategy.

Stress-free process: From W2s to Schedule Cs, we handle the forms and filings, making sure everything aligns with the tax planning strategies you’ve implemented.

You get it all: Access to all the resources of our Essentials and Premiere Memberships, including:

  • Monthly Newsletters packed with tax insights.
  • Reference Guides to keep your practice running smoothly.
  • Exclusive Masterclasses to deepen your tax knowledge.
  • Access to our Private LinkedIn Community for collaboration.
  • Quarterly Tax Return Reviews that showcase new planning opportunities.

Why Choose Premiere+?

If you’re ready to offer a complete tax solution for your clients—from planning to preparation—Premiere+ is your all-in-one membership. We take care of the paperwork so you can focus on delivering outstanding financial advice, all while ensuring your clients’ taxes are handled by experts who care about their financial success.

Ready to Make Tax Season Easier for Your Clients?

Take the first step toward offering full-service tax planning and preparation with Premiere+ Membership. Click below to get started and watch your client relationships flourish.

Join Premiere+ Membership Now

What Our Members are saying

"This first year of RTS Premiere was everything I could have wanted!"

Chad C.

"Since joining Retirement Tax Services last year my knowledge of tax planning has grown exponentially."

Ethan M.

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

Ben S.

"The RTS team is doing fantastic work. There isn't another service out there like yours, and it is needed in our industry."

Randy K.