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Retirement Planning & Taxes Done Right—Together

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Take the first step toward simplifying your finances. Call us now at 713-255-1007 to set up your consultation.

Simplify Your Finances with RPOA Tax Services Tailored to Your Retirement Goals

At Retirement Planners of America (RPOA), we believe your taxes are more than just a compliance task—they’re a powerful tool to help you achieve your financial dreams. Let RPOA Tax show you how smart tax planning can pave the way to a worry-free retirement.

Why Choose RPOA Tax?

Our comprehensive tax services are designed to integrate seamlessly with your financial management plan:
• Personalized Tax Preparation: Ensure accuracy and compliance while uncovering possible tax-saving opportunities.
• Proactive Tax Planning: Minimize your tax liability today and for years to come with customized strategies.
• Retirement-Focused Solutions: Align your tax strategy with your retirement goals, so you keep more of what you’ve worked hard to earn.
• Holistic Financial Integration: Leverage your tax return to identify opportunities in your financial, retirement, and estate plans.

Bonus Added Value: Complimentary Financial Portfolio Analysis

Every tax service package includes a Complimentary Financial Portfolio Analysis to help you gain deeper insights into your financial health. Gain insights into your current financial standing and discover opportunities to optimize your retirement plan.

The RPOA Tax Advantage

✔ Expertise You Can Trust: Backed by seasoned tax professionals who specialize in retirement-focused tax strategies.

✔ Collaborative Approach: Your trusted advisors are in constant communication, working together for your financial success.

✔ Clear Communication: Transparent, jargon-free explanations that empower you to make informed decisions.

Take the First Step Today

Take the first step toward simplifying your finances. Call us at 713-255-1007 to set up your consultation.

Don’t let taxes be a missed opportunity. With RPOA Tax, you gain more than a service—you gain holistic collaboration. Schedule your complimentary tax consultation today and discover how we can help you achieve financial peace of mind.

Pricing

• $280: Includes preparation of Form 1040 with W-2, interest, dividends, retirement income, up to four capital gains transactions, itemized deductions, and one state income tax return (excluding NY and CA) as well as a complimentary financial review of your retirement plan.

Additional Fees May Apply for:

• Schedule C, E, or F (self-employed businesses, rental properties, K-1s, or farm/ranch income)
• New York or California state returns
• Additional state returns
• Cryptocurrency or day trading activities
• Foreign reporting or international tax requirements
• Extensive RSU or employee equity reporting

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RPOA Advisors, Inc. (d/b/a Retirement Planners of America ) (“Retirement Planners of America”, “RPOA”) is an SEC registered investment adviser with a primary business location in Plano, Texas. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that Retirement Planners of America has attained a certain level of skill, training, or ability. The “Invest and Protect Strategy” (the “Strategy”) refers to a strategy that Retirement Planners of America fundamentally employs for its clients. Retirement Planners of America previously employed a similar strategy that it referred to as the “buy, hold, and sell” strategy or “buy hold, and protect” strategy. Past performance does not guarantee future results. Therefore, current or prospective clients should not assume that the future performance of the Strategy, any specific investment, or any other investment strategy that Retirement Planners of America recommends will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. References to recommendations made under the Strategy that predate 2011; and statements such as and similar to: “we told our clients to be out of the market in 2007 and 2008,” “we told our clients to get back into the market in 2009,” and “clients that followed our advice were out of the market in 2008;” refer to strategies collectively employed and recommendations collectively made by Retirement Planners of America’s principals while employed at Eagle Strategies, LLC., and also at Cambridge Investment Research Advisors, Inc. Three of the five principals remain as principals today, including the Retirement Planners of America’s founder, Ken Moraif. Retirement Planners of America has been employing the Strategy since its inception in 2011. Therefore, any references to Retirement Planners of America’s performance or its investment advisory recommendations predating 2011 generally refer to recommendations made by Retirement Planners of America’s principals at the respective other firms described above. Like all investment strategies, the Strategy is not guaranteed. It is possible that it can incorrectly predict a bear market (generally accepted as a 20% drop in a market index), which has, in-fact, happened before at Retirement Planners of America and affected its clients accordingly. When the sell / “protect” portion of the Strategy is implemented, affected investors will incur transaction costs and taxable accounts will incur tax consequences. However, when implementing that portion of the Strategy, Retirement Planners of America believes that the benefit of avoiding bear markets outweighs the burden of these transaction costs and tax consequences. Retirement Planners of America is not an accounting firm or a law firm. The receipt of personalized and tailored services, or access to financial or professional resources should not be construed as a guarantee of a particular outcome. Comprehensive or holistic financial planning indicates that financial planning will be informed by the material financial and investment circumstances of the client, as communicated by the client to Retirement Planners of America but may not consider literally all aspects of a client’s financial affairs. Not all services will be appropriate or necessary for all clients, and the potential value and benefit of Retirement Planners of America’s services will vary based upon a variety of factors, such as the client’s investment, tax, and financial circumstances and overall objectives. Not all services will be appropriate or necessary for all clients, and the potential value and benefit of Retirement Planners of America’s services will vary based upon a variety of factors, such as the client’s investment and financial circumstances, the client’s tax bracket, the nature and amount of the client’s employer and outside benefits, the client’s level of cooperation and communication, and the client’s overall objectives. Retirement Planners of America will generally upon the accuracy and completeness of the information provided by the client when providing advisory services. The receipt of personalized and tailored services, access to financial or professional resources, or the experience or expertise of an adviser should not be construed as a guarantee of a particular outcome. Market commentary is intended for convenience, educational, and informational purposes only and should not be construed as individualized advice or recommendations. The discussions contained on this page are not a substitute for investment advice from a professional adviser. Readers should not use this content as the sole basis for any investment, financial planning, tax, legal or other decisions. Rather, a professional adviser should be consulted, and independent due diligence should be conducted before implementing any of the options referenced. Third-party sites that are directly or indirectly linked or referenced above may collect information, including personal information relating your online activities over time and across different websites and other online services. 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