Steven Jarvis vs Ed Slott: Tax Service Models
Compare Steven Jarvis and Ed Slott by public service model, client fit, complete fees and implementation. Published by AE Tax Advisors.
Compare the contracted service
Compare advisor-facing education and CPA review support with IRA education and advisor introductions. Establish the buyer, return-review limits and separate taxpayer engagement before comparing fees.
Published by AE Tax Advisors, a competing tax advisory provider. This is a commercial analysis of public offerings, not an independent ranking, endorsement or firsthand customer review. No customer rating is assigned.
Steven Jarvis / Retirement Tax Services
Retirement Tax Services describes Steven Jarvis’s public work through podcasts, articles and practical tax education for financial advisors.
The reviewed homepage markets advisor memberships with training, community and CPA tax-return reviews; higher-tier services include office hours and a strategy call. Compare those advisor-facing benefits with a separately agreed taxpayer service.
Membership support for an advisor is not automatically a direct engagement with the advisor’s client. The reviewed site is not education only: its tiers include CPA return-review support. Confirm current taxpayer-service availability separately.
Fee evidence for Steven Jarvis
The reviewed RTS homepage lists Essentials at $297/month and Premiere at $597/month. These are advisor membership prices, not universal private taxpayer planning or tax-preparation quotes. Confirm current terms and scope.
Questions for the actual engagement
- Is the buyer an advisor or a taxpayer?
- What return reviews and office-hour access are included?
- Who contracts for personal advice and return preparation?
- Who implements recommendations and what renewals apply?
Give each bidder the same entity list, prior returns, current books, property details and deadline. Request a complete fee and written assignment for advice, implementation and filing. Share sensitive records only through the chosen provider’s secure intake process.
Name-specific research
Ed Slott / Ed Slott and Company
Ed Slott and Company describes Ed Slott as a CPA, retirement tax educator, author and public speaker. His platform includes IRA education and an advisor-training network.
The company describes education for consumers and financial professionals and says it neither sells nor endorses a particular financial product. Its advisor directory introduces separate advisors whose services require their own review and engagement.
An advisor-directory listing is not an engagement with Ed Slott. The directory terms disclaim responsibility for listed advisors’ services. AE’s defined tax advisory is not a substitute for custody, investment management or complete retirement financial planning.
Fee evidence for Ed Slott
The reviewed biography, company overview and directory terms do not establish a universal private-client tax planning fee. Price education and any separately engaged advisor services on their own terms.
Questions for the actual engagement
- Who contracts for my personal retirement tax analysis?
- Is the purchase education, advisor training or a professional service?
- Who coordinates tax projections, custodian instructions and filing?
- Are investment management, insurance or other product fees separate?
Give each bidder the same entity list, prior returns, current books, property details and deadline. Request a complete fee and written assignment for advice, implementation and filing. Share sensitive records only through the chosen provider’s secure intake process.
Name-specific research
Compare total scope before selecting
AE Tax Advisors provides tax planning for business owners and real estate investors. Standard advisory is $7,800 and complex advisory is $9,800. Returns, amendments, property studies and other implementation work are separately scoped and priced. Confirm the support period and responsibilities in the written engagement; the standard advisory engagement has no required annual planning renewal.
Request the same entities, records, deadline and implementation assignments. Education, legal work and tax filing can require different contracts. A preliminary tax-saving estimate and a course fee do not establish comparable project costs.
Sources, methodology and review date
Official pages reviewed November 8, 2026. Statements about identity and offerings are attributed to those pages. AE has not independently verified marketed savings, customer results, licensing status or delivery. Confirm current availability, terms and the actual contracting entity.
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Talk Through Your Situation
Discuss your priorities, upcoming decisions and whether a study or advisory engagement fits. Detailed analysis, implementation or filing work follows an agreed written scope.