Tax Maverick

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Tax Maverick The #1 tax advisory system, community, and AI software that gives firm owners the tools to scale their business đź’°

09/21/2026

Tax Maverick has helped over 1,000 tax professionals get their freedom back by building firms that don’t depend on them for everything. More time, more confidence, and a business built to support the life they actually want. DM us “MAVERICK” if you’re ready to get your freedom back too.

Tax pros: your problem might not be getting more clients. It might be your business model.Tomorrow, September 14th at 1p...
09/14/2026

Tax pros: your problem might not be getting more clients. It might be your business model.

Tomorrow, September 14th at 1pm, David A. Perez is breaking down How to Build a Million Dollar Business and why 66 clients at $15K can beat managing 1,000 clients at $1,000.

He’ll cover how to shift from tax prep to advisory, price based on value, increase capacity, and use AI where it actually belongs in your firm.

If you’re at the event, this is one session you don’t want to miss.

đź“Ť Bellagio Ballroom 5
đź“… Tuesday, September 15
⏰ 1:00 PM – 1:40 PM
🎤 David A. Perez, EA

Come early. Bring your team. We’ll see you in the room.

Every tax professional has that one person they quietly watch online.You see them closing high ticket advisory deals, wo...
09/11/2026

Every tax professional has that one person they quietly watch online.

You see them closing high ticket advisory deals, working fewer hours, and taking actual vacations.

Meanwhile, you are drowning in a sea of cheap tax returns and working yourself to the bone.

You know for a fact that you are just as smart as them.

So what is the actual difference between your firm and theirs?

They stopped selling cheap compliance and finally made the leap to premium advisory.

They executed the exact strategy you have been making excuses about for years.

It is time to stop watching from the sidelines and start building the firm you actually want:

- Stop obsessing over their success and start executing your own premium strategy.

- Package your existing knowledge into high ticket offers that demand respect.

- Ditch the low margin clients that are keeping you trapped in the weeds.

- Command the exact same premium fees that your competitors are already charging.

Stop letting other CPAs steal the high ticket clients you deserve.

Comment below to completely level up your firm today.

09/11/2026

Tax professionals, spending hours manually building one tax assessment is not the best use of your expertise. Tax Maverick AI helps cut the manual work by identifying potential strategies and generating a client-ready report, so you can spend more time advising clients and growing your firm. One of our members cut their assessment process from two hours to under 30 minutes. Comment “ADVISORY” if you’re ready to scale advisory without creating another bottleneck in your firm.

09/11/2026

I wasted 12 years in tax thinking hard work would save me. I thought more clients, more returns, and more hours meant I was building a successful firm. I was wrong. Everything changed when I stopped chasing volume and started building around advisory. Tax professionals, you don't need more work. You need a better business model. If you're ready to make the shift, comment “ADVISORY.”

09/11/2026

I added an additional 7 figures in revenue by making one simple shift: charging for what I used to give away for free. For 12 years, I built a tax prep firm serving over 5,000 clients a year. I thought working harder, doing more returns, and giving away strategic advice was just part of building a successful firm. I was wrong.

The most valuable thing I had wasn’t tax preparation. It was my knowledge. When I stopped giving away strategy for free and started charging for advisory, everything changed. Tax professionals, you don’t need thousands of clients to build a bigger firm. You need to start getting paid for the value you already provide.

09/11/2026

High-income earners are making money, but that doesn’t mean they have a strategy for keeping more of it.

Tax professionals, this is why advisory matters. Your clients need someone looking ahead, finding opportunities, and helping them make better tax decisions before it’s too late. The strategies exist. Your clients need someone who knows how to put them together. That someone is YOU.

09/11/2026

Tax professionals, stop giving away your most valuable strategies for free just to prove you know what you’re doing. Every time you solve a prospect’s problem before they become a client, you’re giving away the very expertise you should be getting paid for. Your knowledge has value. Start treating it that way. Comment “ADVISORY” if you’re ready to stop giving away advice and start getting paid for your expertise.

09/11/2026

Edson just brought in nearly $6,000 in revenue after closing three $1,997 tax assessments back-to-back. Instead of adding hours of manual work to his plate, he’s using Tax Maverick AI to help streamline the strategy and fulfillment process. This is what happens when tax professionals combine advisory with the right systems to grow without creating more work for themselves. Comment “ADVISORY” if you’re ready to build a more scalable advisory firm.

09/11/2026

Tax professionals, your clients don’t need another person telling them what they owed last year. They need an advisor helping them make better tax decisions before the year is over. Stop giving away your strategy for free and start getting paid for the value you actually provide. Comment “ADVISORY” if you’re ready to move beyond tax prep.

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258 S. Sam Houston Boulevard
San Benito, TX
78586

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