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