How to Submit a Tax Return for Review
Please refer to this document as a guide for submitting tax returns for review by the RTS Tax Team.
For further assistance please email advisors@rts.tax, or give us a call at 907-313-6902

Recommended Articles
Tax-Efficient Family Gifting: An Advisor’s Guide
A powerful strategy to discuss with clients interested in gifting is funding Roth accounts on behalf of children or grandchildren.
Read More
Why Tax Planning is Not a Choice—But Being Great At It Is
The IRS is not shy. They want a cut of the action anytime money is involved. Taxation doesn’t discriminate either: They will take their piece whether it’s cash, real […]
Read More
Why Not to Do a Roth Conversion in 2022
While a powerful tool, Roth conversions are not a universal solution to reducing taxes.
Read More
Contact Us

Guide to Getting
IRS Form 8606
RIGHT
EVERY year we help taxpayers
correct backdoor Roth
contributions that got screwed up
the first time around, so we
created a checklist to help you
ensure your client isn’t the next
person we need to help
$86.06 $43 One-Time Payment