Retirement Tax Services "Essentials"
Stop Letting Clients Overpay on Taxes
Join Retirement Tax Services Now to Access the Tools, Resources, and CPA Support You Need to Transform Your Tax Planning Strategy!
I understand that by enrolling in Retirement Tax Services Essentials, I am making a 12-month membership commitment, even if I select the monthly payment option. This program is designed to help me create lasting change in my practice by consistently implementing the provided tools, resources, and strategies over the course of a full year. My membership will automatically renew each year unless I notify Retirement Tax Services in writing prior to the end of my current 12-month term that I wish to cancel. I also understand that access to all resources and tools is available for use with my clients and prospects only while I am an active member.
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What You Get With Retirement Tax Services "Essentials"
All for just $197/month
(total annual value: $13,000+)
Monthly Tax Planning Newsletter + Guides Value: $397/month
Detailed breakdowns of timely tax topics - paired with scripts, real-client examples, and communication tools you can use right away.
Tax Return Review - Value: $500/quarter
Submit one return each quarter and receive a custom video of insights and observations to guide your client conversation. You bring the case. We help you uncover the win."
Exclusive Webinars (Live + On-Demand)Value: $47/month
Hosted by a practicing CPA and advisor, focused on strategies that work in real advisory firms. Ask questions live or watch later.
$500 OFF THE SUMMIT - Value: $500 discount
Get exclusive member pricing for the only event dedicated entirely to tax planning for Financial Advisors.
Private Member Forum - Value: Priceless (depends on your engagement)
Get support, swap ideas, and learn from other advisors doing tax planning the right way. Moderated by our expert Tax Team.
Tax Checklists & Planning Resources - Value: $397
Year-end prep tools, reference guides, and proven systems - all designed by and for advisors.
Access to On-Demand Masterclasses - Value: $594
Deep-dive training on tax topics you can’t afford to miss. Bonus: they’re CE-eligible.
THE VAULT: Full Archive Access - Value: $4,728 (and growing monthly)
All past RTS-exclusive content, resources, and recorded sessions at your fingertips - available instantly.
That’s over $13,000 in Tax Planning Resources
...for just $197/month.
Because great advisors don’t wing it - they plan for impact.
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