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Here is what being an RTS Member will mean for you

  • Monthly newsletters with Scripts, Samples, Sources and Stories from Advisors in the trenches on specific tax topics.
  • Checklists and tools that focus on HOW.
  • Online Members only forum moderated by the RTS Tax Team for your (general) tax questions.
  • Community of truly comprehensive financial planners to connect with and collaborative with.
  • On demand access to all of our webinars, including member exclusive webinars.
  • Quarterly white label value adds that you can use with your clients.
  • Ability once per quarter to submit a client tax return for the RTS Tax Team to review. You’ll get specific insight on the return as well as an opportunity to see our approach and learn how you can improve your review process as well.

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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.

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