Tax Maverick: Tax Planning AI Software for Modern Tax Strategists
Tax Maverick is an AI tax planning software that helps you talk to clients, scan their documents, model strategies, and build a client-ready plan. It's built for tax firms that want to stop focusing on low-fee prep work. Start delivering high-value advisory without hiring a big team or changing how you work.
$127K
Avg. Tax Savings
1,001+ firms are already using Tax Maverick to scale advisory • No credit card required
Trusted by Tax Professionals
Join over 1,000 firms already growing their advisory practice
Tax Compliance Doesn't Scale.
Advisory Does.
CPAs are stuck in the tax prep cycle. Stressed, overworked, and charging less than their expertise is worth.
No Time for Planning
Tax season leaves no room for advisory. You know clients need planning, but the hours just aren't there.
Overwhelming Complexity
Tax rules change all the time. Keeping up with strategies, entity types, and compliance feels impossible.
Underpriced & Undervalued
Charging $500 for a return when you deliver $50K+ in value. Clients don't see what you're worth.
Manual, Tedious Processes
Spreadsheets, outdated tools, and endless research eat up hours you should spend with clients.
Hard to Sell Advisory
You know planning is valuable, but explaining it to clients and pricing it with confidence is a struggle.
Revenue Ceiling
There are only so many returns you can file. Your income is capped by your hours.
Tax Maverick: Your
AI-Powered Advisory Growth Engine
Turn tax data into advisory revenue without adding hours to your week.
Show Clients Their Savings Potential
Stop struggling to explain your value. Tax Assessment builds custom, easy-to-read reports that create instant trust and turn prospects into paying clients.
- ✓Visual savings breakdowns clients actually understand
- ✓Proven strategies like Augusta Rule, Oil & Gas, and more
- ✓Professional reports that justify premium pricing
- ✓Turn prospects into paying advisory clients
Smarter Strategy Selection. Faster Results.
Stop drowning in tax code changes. Smart Pick finds the best strategies for each client based on their financial data, so you deliver recommendations in minutes, not hours.
- ✓AI-powered strategy matching based on client data
- ✓From Accountable Plans to S-Corp Elections, covered
- ✓Stays current with tax law changes automatically
- ✓Reclaim the hours you spent on manual research
AI-Powered Tax Insights in Seconds
Say goodbye to spreadsheets and outdated tools. GOOS analyzes your strategies and assessments, then gives you instant feedback and clear next steps.
- ✓Complete client profile summaries in seconds
- ✓Filing status and tax liability projections
- ✓Strategy recommendations powered by AI
- ✓Replace hours of manual work with one click
A Clear Framework for Every Client
Tax code complexity, simplified. The F.A.S.T. Steps framework (Foundational, Advanced, Strategic, Tactical) walks you through strategy selection step by step.
- ✓Start with foundational strategies for immediate impact
- ✓Progress to advanced strategies in a clear order
- ✓Build your base layer of tax savings with confidence
- ✓Never miss an opportunity with a proven framework
Scale Beyond Your Hourly Limits
Break free from the tax prep cycle. Client Search gives you a full view of your portfolio. Track savings, fees, and projections at scale. Manage more clients without adding more hours.
- ✓One dashboard for all your clients
- ✓Track tax years, savings status, and fee structures
- ✓Quick search and filter for any client instantly
- ✓Deliver at scale without burning out
From Client Conversation to
Closed Deal in 4 Steps
Tax Maverick streamlines your entire advisory workflow, from discovery to delivery.
Upload & Analyze
Upload tax returns and financials securely. Goos AI scans them for eligible strategies.
Review Strategies
Review the strategies AI found, model different scenarios, and see projected savings.
Generate Proposal
Create client-ready reports and proposals with clear pricing and deliverables in one click.
Present & Enroll
Present with confidence, collect e-signatures, and get paid. All in one platform.
Why trust Tax Maverick?
Built by practitioners who found a better way. This tax planning software is designed for strategy delivery, not just filing or task management.
Built by Practitioners
Created by tax pros who know the daily grind of high-volume work and found a better way.
Field-tested systemsStrategy-First Approach
Built for strategy delivery, not just filing or task management like general tools.
Assessment-first modelAutomated Workflows
From modeling to proposals, every team member follows the same proven process.
Scalable executionPractice-Level Tracking
See the full picture of your practice, from filing to operations to strategy.
Full visibility"With Tax Maverick, they are easy to collaborate when it comes to feedbacks, they helped us CPAs and Tax Advisor to create what we want - it has saved me time."
Pam Brar
CPA, Tax Strategist
"Since I started using Tax Maverick, I have streamlined my processess and began focusing on Tax Effecient Exit Planning.
Tax Maverick is the best bolt on service offering for my advisory service and could be an easy addition to any other accounting or Tax Compliance Business."
Robert Green
Tax Strategist
"Life is a lot easier with Tax Maverick! It's faster and easier.
I looked at the other tax planning programs went with the Tax Maverick cause it's very efficient and it followed through with what it says, and that is a very important thing to me."
Santos Gutierrez
Tax Planner/Advisor
"When I look a Tax Maverick, I was thinking to myself there's got to be a way to build a spreadsheet that formulates all these strategies and was about to work on that until I found about Tax Maverick, and that pretty much changed a lot of things.
I am very impressed with the software. Tax Maverick gives me a more professional standpoint, now I have a tool that I know that by applying these strategies will benefit tax payers."
Kevin Martinez
Registered Tax Preparer
"I was always seeking ways to refine my approach and deliver more value to my clients. I was looking for a more structured and effective way to streamline my Tax Planning Process.
When I joined Tax Maverick within the first month, I sold about three assessments, and was able to save a significant amount of money for my clients by using a more systematic approach."
David Boatswain
10 Years Tax Planner
"Tax Maverick has changed my mindset, after joining Tax Maverick, I was able to sell and get paid upfront my first tax assessment within four days. It's AI supported and it's just very simple and very easy to use."
Anne Liang
CPA
Frequently Asked Questions
Everything you need to know about Tax Maverick and how it can transform your practice
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