Alpha Roth
Welcome Tax Professionals
Learn Proactive, Tax Reduction Strategies
Coupled with Actionable Campaigns

Earn substantially more revenue
without lifting a finger


receive 5-Year Tax Refund

  • Eliminate Taxes In Retirement
  • Eliminate Taxes On Your Estate
  • Eliminate Taxes On Your Income
  • ​Eliminate Taxes On Social Security Income

Earn substantially more revenue
without lifting a finger


Offset Conversion Taxes to Zero

  • Provide Free Future Tax Liability Illustrations
  • Alert Clients to Dangers of Rising Taxes
  • Help Clients Retire Tax-Free
  • ​Eliminate Tax on Social Security Income

Earn substantially more revenue
without lifting a finger


Get Your Client's A 
5-Year Tax Refund!

  • Purchase Fractional Interest in Company with Losses and Section 179 Deductions
  • Use Losses and Amended Tax Returns
  • Help Clients Receive a Refund
  • ​Use Value Based Billing on Savings
How We Work With You...
  • 1. We share one new tax reduction strategy with you each month.
  • 2. We share an email and text message template you can send your clients.
  • 3. Your clients may request an appointment for tax planning.
  • 4. You share the strategy and possibly bill more hours.
Why Referrals To Outside Advisors Are Risky?
  • 1. You lose control of the client and the advisor.
  • 2. You haven't performed extreme due diligence and background checks on advisor.
  • 3. If the advisor losses money you can be named in a lawsuit.
  • 4. You can lose your tax planning income if something goes wrong.
  • 5. You take all the risk without any upside.
     We focus on partnership collaboration with limited downside risk.
Help Your Clients Be Their Financial Best & Fulfill Your Fiduciary Duty!
1. Create more client value​ by providing forward-thinking tax planning.

2. ​Eliminate your clients' future tax rate worries.

3. ​Help your clients' capitalize on new tax law opportunities.

We Created A 3-Step Revenue Maximization PLAYBOOK FOR TAX PREPARERS

  • 1. Add New Tax Reduction Strategies
  • 2. Add New Financial & Insurance Services
  • 3. Add Business Consulting Services
  • Complex Retirement Planning
  • ​Insurance Planning
  • ​​Investment & Annuity Advisory
  • ​Employer Benefit Planning
  • ​Real Estate & Mortgage Advisory
  • Free Client Financial Reviews
  • ​ ​Free Written Financial Plans
  • ​Free Insurance Reviews
  • ​​Free Mortgage Reviews
  • ​Free Financial Reviews

Accounting Is An Extremely 
Trusted Profession

  • ​​​​Studies Show:
  • ​​1. Your Clients Trust You
  • 2. Clients Expect More From Their Accountants
  • ​​3. Clients Welcome Additional Services In-Line With Your Profession
  • ​​4. Clients Prefer All-In-One Financial Solutions to Limit Redundance.
  • 5. Existing Clients Produce Higher Sales Closing Ratios
  • 6. The Most Effective To Grow Is By Adding New Tax Strategies

What Level of Service 
Do You Currently Provide?

  • 1. What unique offerings are you introducing to your clients? 
  • 2. How can you create more client value and retain clients?

Re-Evaluate YOUR 
Existing Strategic Relationships

  • 1. What is the closing ratio of your advisor relationship? 
  • 2. Is your referral free split fair?
  • 3. How much time do you spend on the transaction?
  • 4. How much revenue did you earn last year from this existing relationship?

All Major CPA Firms 
Offer CONSULTING Services!

why don't you?

  • 1. 76% of clients say they want their accountant more involved with their finances. 
  • 2. You can create a one-stop financial firm with a proven sales and support team.
  • 3. You can incorporate a team-based model so every professional works at their highest level.
  • 4. You can maintain control of your clients instead of referring-out.

Why Is Tax & Retirement Institute 

  • 1. We do all the work for you, in your office or remotely, under your brand name. 
  • 2. We have a team of professionals that produced billions in new assets for 2019.
  • 3. We provide simple tax reduction strategies clients can understand.
  • 4. We offer a proprietary strategy to retire Tax-Free!
  • 5. ​We get your final approval before each client transaction.


  • 1. We start with you meeting one of our highly trained advisors online.  
  • 2. We make sure our point person is the right fit for you, your organization, and your clients. 
  • 3. We work closely together to fine tune a tax and strategy your clients can benefit from. 
  • 4. We help your clients' eliminate financial mistakes to retire earlier. 
  • 5. Repeat step 4, create incredible value, and earn referrals.



Schedule Complimentary 15-Minute Discovery Call

(607) 829-7384 Call
(607) 829-7384 Text
2255 Glades Rd
Boca Raton, FL 33432
 Retire Early!

Unlock the Value Of Your Existing Client Relationships!

Client Campaigns
Term Life Insurance
If you have loved ones having a low-cost term life insurance policy is a necessity.
Disability Coverage
Relieve the stress of paying bills when you get sick  or hurt so you don't lose everything.
Alpha Roth Tax-Free Retirement
Eliminate future taxes and enjoy an earlier retirement date with more income.
Guarantee your future income's growth and income payments like Social Security.
10X Savings Program
Retire earlier with our savings strategy that allows you to save more for retirement.
Business Owner Planning
If you own a business you can be missing out on many strategies to maximize success.
Advanced Tax Reduction
Don't let your CPA miss key tax strategies that save more to retire earlier.
Long-Term Care Insurance
Protect yourself from expenses not covered by Medicare and Health coverages.
Alpha Roth Tax-Free Retirement Strategy© is Intellectual Property of Tax & Retirement Institute, LLC    Tax & Retirement Institute - Privacy Policy - ©2020

Depending on your specific investment objectives and financial position, the investments discussed or recommended in this Book/Web site may or may not be suitable for you. It is up to you to weigh any decision carefully. Past performance is not necessarily a guide to future performance and is no guarantee of future results. Income from investments may fluctuate. The price or value of any investment identified directly or indirectly in this Book/Web site may fall or rise against your interests and the interests of other investors and every financial scenario is different. This firm or one of its affiliates may from time to time perform or seek to perform investment services for any company mentioned in these pages, and this firm and others associated with it may at any time specialize in and effect transactions in the securities mentioned. Opinions, where and when expressed, are subject to change without notice. Information was obtained from sources considered reliable, but no representation is made as to its accuracy. The IRS requires us to inform you that any federal tax advice in this writing and any attached documents is not intended or written to be used, and cannot be used, (1) for the purpose of avoiding federal tax penalties or (2) promoting, marketing or recommending any transaction discussed in this communication to another person unless we expressly indicate otherwise. Certain tax advice contained in this article was written to support, within the meaning of Treasury Department Circular 230, the promotion or marketing of the transactions or matters addressed by such advice because the author has reason to believe that it may be used by another person in promoting, marketing or recommending a partnership or other entity, investment plan or arrangement to one or more taxpayers. Before using any tax, advice contained in this article, taxpayers should seek advice based on the taxpayer's circumstances from an independent tax advisor. Testimonials may not be representative of other clients and is no guarantee of future performance or success. Disclosure: Insurance and annuities offered through agency Tax & Retirement Institute, FL State Insurance License #L105751. Agency does not provide legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your circumstance. The specialized information we provide regarding tax minimization planning is not intended to (and cannot) be used by anyone to avoid paying federal, state or local municipalities taxes or penalties. You should seek advice based on your circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change and unique to every specific taxpayer’s particular set of facts and circumstances. 

DISCLAIMER: Alpha Roth Tax-Free Retirement Strategy is an educational product offered by Tax & Retirement Institute, LLC. Tax & Retirement Institute is not selling investments, insurance, real estate, securities, or anything other than education and is not providing tax advice, legal advice, or investment advisory products. We discuss general principles and strategies, but we do not know anything about you or your financial circumstances. As you consider applying the educational principles and strategies you see here, you should understand that there is risk in any investment and we cannot guarantee any particular results or success.

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