For Financial Advisors Committed to

 Confidently Delivering Tax Planning Without the Overwhelm

Join Retirement Tax Services "Essentials" and Claim Over $11,000 in Trainings, Resources, and Bonuses!
Are you looking to take your tax planning expertise to the next level?
At Retirement Tax Services, we're not just about theories – we're about real results. 

Delivering massive value to your clients shouldn’t mean you’re second-guessing every move. We’ll help you make tax planning simple, clear, and impactful, so you can confidently grow your practice.
Receive Over $11,000 in Resources...
when you enroll in Retirement Tax Services "Essentials" .

From the desk of Steven Jarvis, Head CPA & CEO at Retirement Tax Services...

Dear Advisors,

Google has all the information on taxes, and so many other topics, that a person could ever need. But your clients come to you because they want answers that are specific to them. And advisors come to Retirement Tax Services because they want to navigate the maze of tax planning and get to the part that actually matters: taking action and helping their clients do the same.

I'm Steven Jarvis, head CPA and CEO here at Retirement Tax Services, and the "Essentials" Membership was created to help financial advisors who are committed to tax planning move straight to implementation.

If you've followed our content, this won’t surprise you, all of our member benefits are designed to help you take action.

When we release our monthly newsletter and handouts, it's all about how to sit down with a client and walk through that topic in a practical way. When you join our power sessions, plus access to the full library, you'll notice we always end with, "Here’s how to take action on this." Here’s what you’re going to say the next time you sit down with Bob and Sue in your conference room to talk through a complex issue they want handled right.

When I personally do tax return reviews for our members, the focus is always: Where are the opportunities to do something?

As you explore the member site, the forum, the reference guides, you’ll see a common theme: We help advisors move beyond the hundreds of millions of tax results on Google and focus on what they can actually implement with their clients.

So get signed up for an Retirement Tax Services "Essentials" Membership today, and make sure that this year, and every year, you’re helping your clients get meaningful value from tax planning. And that means: taking action.

We’ll see you inside.

Steven Jarvis, CPA 
It’s time to elevate your tax planning game. Discover the tools and insights that separate good advisors from great ones.

Start taking action today and deliver even more value to your clients.
Get the tools and resources to deliver tax planning with confidence...
Retirement Tax Services "Essentials"
All Financial Advisors should be delivering massive value through tax planning. We are very outspoken about this one. This is not because it’s easy, it’s because it impacts everyone. Every financial decision you recommend to a client has a tax effect, great advisors are doing something about it.

The Retirement Tax Services team gathered all the best trainings, tools, and resources, over $11,000 worth of content  and put it together just for you. Everything you need to confidently deliver tax planning, grow your client base, and stop second-guessing every step is right here.
Here’s what you’re really getting with Retirement Tax Services "Essentials"...
Monthly newsletter AND GUIDES
Deep dive on a specific tax topic that covers the technical details AND how to deliver value to real clients. Our newsletters include input from great Financial Advisors who are currently serving clients and doing the things we are recommending. Which means we know they work! We always include scripts and example emails so you know how to communicate these topics.
VALUE: $397(every month)
tax return review videos
With permission from our members, we redact the personal information from returns we receive and share the videos from our review with the community. So even though you only get to submit one return per quarter you are able to learn from a variety of REAL client situations each quarter as our library continues to grow.
VALUE: $297(quarterly)
Exclusive CE-Webinars
Everything we do is focused on “what works” for financial advisors, which is why we are committed to bringing you live content that is co-hosted by Steven Jarvis, our resident Head CPA AND a financial advisor currently serving clients. This is also another opportunity for our members to ask questions. All sessions are recorded and made available on-demand to our members.
VALUE: $47 (quarterly)
THE Summit
Essentials members get discounted access to the in-person event. This conference is the only in the industry dedicated entirely to tax planning FOR Financial Advisors.
VALUE: discount of $500
Members forum
This is your chance to engage with the Retirement Tax Services community and as a bonus the forum is moderated by our Tax Team.
VALUE: The value really depends on how consistently you use it.
Tax checklists and resources
Whether it’s year end planning or simply a tax reference guide designed by and for financial advisors, we provide tools to help make tax planning more valuable for you and your clients.
VALUE: $397 
ACCESS TO Masterclasses
Gain instant access to masterclasses tailored for financial professionals. These masterclasses are designed to deepen your tax planning expertise and are eligible for continuing education (CE) credit so you can advance your practice while meeting professional requirements.
VALUE: $594
THE VAULT
Unlock the full archive of member-exclusive content from previous years, including recorded sessions, resources, and tools—all designed to support consistent, high-impact tax planning in your practice.
VALUE: $4,728(the vault is growing each month)
$11,000 worth of tax planning power...

...In your corner for $197 per month!

Tax planning mastery doesn’t have to cost thousands. It starts at $197 per month!

WHAT’s THE VAULT?

The Vault is your exclusive, always-growing library of bonus content, packed with high-value trainings, webinars, guides, and tax planning resources from previous months and years of the "Essentials" Membership. These aren’t throwaways, they’re powerful bonus resources that continue to deliver value and insight for advisors looking to take action.
When you open The Vault, you unlock a rich archive of valuable content including:
CE Credit Webinar -  Learn & Earn
VALUE: $47 
As part of your "Essentials" Membership, you get on-demand access to our CE-eligible webinar: “Where Your Financial Planning Actually Hits the Tax Return.”
Originally delivered live, this high-impact session is now available for you to watch at your convenience. It breaks down exactly where the strategies you recommend show up on a client’s return, helping you bridge the gap between planning and action. Here’s how it works:
1. Watch the full webinar recording.
2. Answer a few quick questions to check your understanding.
 3. Receive your Continuing Education (CE) credit upon completion.

Earn CE while sharpening your skills, all on your own schedule.
Advisor-Focused Articles on Every Tax Topic
VALUE: Priceless
Staying informed shouldn’t mean digging through dense IRS code. Included in your "Essentials" Membership is a curated collection of articles that cover every major tax topic relevant to financial advisors, from Roth conversions and capital gains to charitable strategies, business deductions, and more.
Each article is written to simplify complex tax concepts and help you confidently connect the technical to real-life client conversations. Whether you’re brushing up on a topic or preparing for a meeting, these articles give you the clarity and context you need.
The 37-Point Checklist & CE - masterclass
VALUE: $37; $297
Included in THE VAULT is our 37-Point Tax Return Review Checklist, designed to help you confidently uncover planning opportunities that others miss.
To help you make the most of it, we’ve paired the checklist with a full on-demand masterclass, complete with CE credit, so you can master the review process and apply it in real client situations. 

This checklist and masterclass combo gives you a repeatable system for confidently reviewing returns and delivering consistent, high-value advice, without the guesswork.

It’s the foundation of tax planning clarity and a must-use tool for every advisor in our community.
Real Tax Return Reviews - On Demand
VALUE: $297 each
While you get the opportunity to submit one of your own client tax returns each quarter for a personalized review, that’s just the beginning. As an "Essentials" member, you also get access to a growing library of archived tax return review videos — real returns that our team has reviewed for other members.
Whether you're preparing for a meeting, brushing up on a complex topic, or looking for fresh ideas, these videos give you real-world, practical education — not just theory. You can search by topic and instantly tap into examples that match the planning challenges you’re facing right now. This is like sitting in on dozens of high-value client meetings, anytime you want.
Every piece of content in The Vault is created for you, to help you take confident action, not just learn theory, but implement strategies that make a real difference for your clients and your practice. But that’s not all...
The Vault keeps growing with even more valuable resources added regularly, so you’ll always have fresh content to support your success.

WHAT OUR MEMBERS ARE SAYING...

"Since joining Retirement Tax Services last year my knowledge of tax planning has grown exponentially."
- Ethan M.
"Since I started as an member and began using the resources, my practice has grown tremendously. I’ve landed my biggest client ever, and the tools help me get the reps in to keep building every day."
- Jake F.
"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.

SO, WHAT’s THE CATCH?

Why are we offering over $11,000 in trainings, resources, and 
bonuses for just $197/month?

Confident Tax Planning, No Overwhelm

We’ve seen too many advisors avoid tax planning because it feels complex and intimidating. We’re on a mission to change that by making it simpler, more actionable, and easier to implement.

From Theory to Action: Deliver Real Value

Advisors don’t need more big ideas, they need tools they’ll actually use. We give you the resources to turn tax theory into real, measurable value for your clients.

Supporting Your Success Every Step

We don’t believe in gatekeeping tax expertise. We empower advisors through education, systems, and support. Your wins are our wins, and we’re proud to be part of your journey.

Real Planning Happens All Year

Tax planning isn’t a once-a-year event. It’s a year-round opportunity to create long-term value—and we’re here to help advisors deliver it.

 Here’s What You Do Next...

If you're ready to confidently deliver tax planning that makes a real difference for your clients, without second-guessing every step - then you're in the right place.

Join today and get instant access to over $11,000 worth of trainings, tools, and resources, the same ones we use ourselves to simplify tax planning and turn it into real action. This is your chance to build your skills, grow your practice, and stand out as a truly valuable advisor.

You’ve earned this. We can’t wait to welcome you to the Retirement Tax Services community and be part of your success.

Click the button below to join now and start delivering tax planning with clarity and confidence.

Frequently Asked Questions

1. What exactly do I get when I join the Retirement Tax Services "Essentials" Membership?
You get immediate access to over $11,000 in trainings, resources, and bonuses- including CE-webinars, real tax return reviews, tax checklists, our complete library of masterclasses (with CE credit!), the Advisor Forum, newsletters with scripts and examples, and much more. These are the same tools we use ourselves to deliver tax planning confidently and effectively.
3. Is there a long-term commitment?
Yes- "Essentials" is a 12-month membership. Why? Because building confidence in tax planning takes time and consistent action. We’ve seen the best results come from advisors who stick with it, apply the tools, and evolve their process over the course of a year. We’re not interested in quick wins; we’re here to help you create lasting impact in your practice.
2. Is this just more theory, or will I actually know what to do with clients?
This is all about taking action. Every session and resource is built to show you exactly how to use tax planning in real client conversations. We include scripts, examples, and planning prompts so you’re never stuck wondering what to say next.
4. Will I earn CE credits through this membership?
Yes! Many of our masterclasses and exclusive webinars are eligible for Continuing Education (CE) credit, helping you meet your requirements while deepening your real-world tax planning skills.
5. I’m already busy - how much time will this take?
We built "Essentials" with busy advisors in mind. All content is on-demand and designed to deliver quick wins. Whether you have 20 minutes or an hour, you’ll walk away with something actionable you can use with clients right away. That said, consistency matters, it's important to intentionally schedule time on your calendar to explore the trainings, tools, and resources available in your membership. The more you engage, the more confident and effective you'll become in delivering real value through tax planning.
6. What makes Retirement Tax Services "Essentials" different from others memberships?
We don’t teach abstract theory; we focus on what actually works. This membership is built on real-world results, delivered by CPAs and advisors who do this work every day. You’re not just learning concepts, you’re learning how to implement them with real clients and a supportive community at your back.
7. Do I need a tax background to benefit from this?
Not at all. In fact, many of our members start without one. We simplify complex topics and help you confidently bridge the gap between financial advice and tax planning, so you can take action and deliver value no matter your starting point.

Curious who’s behind this?
Here’s more about Steven Jarvis, CPA....

Steven Jarvis is proudly the “least boring” CPA you’ll ever meet.

He proudly has NOT committed the entire tax code to memory and instead focuses on teaching financial advisors how they can actually work with their clients to help them not get killed on taxes.

Everything Steven does is focused on how to take action. Google can recite the law, Steven gives the roadmap for taking relevant tax planning strategies from an idea on a whiteboard to real clients saving real money and creating real impact over the lifetime of their wealth. Steven is a licensed CPA, has an MBA, has taught as an adjunct professor and has given tax planning presentations to audiences large and small across the country. Steven is also a sought after author having published a book on tax planning and contributing articles to renowned publications throughout the industry.

When he’s not talking taxes Steven is always in search of a new adventure and is currently focused on obstacle course racing and other endurance events and even gets the whole family involved as his wife and two kids are often along for the journey.
It’s time to deliver confident tax planning without the overwhelm.

Get the proven tools and resources trusted by advisors landing their biggest clients — start growing your practice with clarity and confidence.
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