The Tax Advisory System Built for Firm Owners Ready to Scale
The tax advisory system, strategy framework, and community that gives tax firm owners the tools to stop trading time for compliance fees and start charging what their expertise is worth.
Every Tax Firm Owner Has Felt the Limits of Compliance-Only Work
I feel like I am doing the most valuable work of my clients' financial lives and they are paying me like I am doing their bookkeeping.
I tried raising my fees once. One client pushed back and it shook me so badly I have not raised them since.
Every April I feel like I am starting over. More work, same revenue, same exhaustion, same promise to myself that next year will be different.
I know there is a better version of this firm. I just cannot figure out how to get there while I am buried in everything I already have to do.
Every tax season without a system is another year of the same ceiling.
Tax Firm Owners Winning With a Smarter Tax Strategy
The problem is not your expertise.
It is how we design our business and what system we use to operate it.
Compliance culture trained this profession to file returns, not to deliver tax advisory services at premium fees. Nobody gave you a framework for pricing and packaging your tax strategy expertise. So you figured it out alone.
The tax advisory system, strategy framework, and AI-powered workflow tax firm owners use to stop trading time for compliance work and build recurring advisory revenue.
Five walls every tax firm hits.
Most firms do not have a tax strategy problem because they lack knowledge. They have a system problem: inconsistent offers, unclear pricing, manual workflows, and no repeatable way to deliver value.
The Hidden Revenue Wall
The Pricing Conversation Wall
The Team Execution Wall
The New Client Trap
The Scale Before Systems Wall
AI tax software can support the process, but the real growth comes from pairing automation with a clear advisory model, pricing structure, and client delivery system.
The Tax Advisory Firm Operating System.
The Maverick system gives firm owners a complete operating model for packaging, selling, and delivering advisory services. Instead of relying on one-off conversations, your team gets a repeatable process that supports client education, pricing, onboarding, and fulfillment.
The Maverick Framework
The exact pricing, packaging, and presentation system your team needs to charge for tax advisory work with confidence. Every conversation. Every client. Consistently.
Advisors Who Have Been There
A network of tax firm owners at every stage. People one step ahead of you who already solved the problem you are facing right now. You will not figure this out alone.
AI Tax Advisory Software
Our AI analyzes your clients' returns, matches them against more than 40 vetted, legally reviewed tax strategies almost nobody else is using, and tells you exactly what to present and what to charge.
Built By A Tax Advisor
David A. Perez is a tax strategist, IRS-certified Enrolled Agent, and best-selling author who spent 18+ years inside the tax industry - filing more than 50,000 tax returns in his career and helping generate over $1 billion in documented tax savings for business owners and high-income professionals. After building a successful eight-figure tax advisory practice, David realized something the industry refused to talk about: capable tax professionals were trapped in low-margin compliance work, undercharging for their expertise, and lacking the systems and confidence to deliver advisory services at a higher level. The problem was not talent. It was infrastructure.
In 2020, instead of continuing to scale alone, David made a decision that changed everything - he chose to scale impact through the profession. He took everything he had learned and built it into Tax Maverick, now recognized as the fastest-growing tax strategy software company in the country, and the Maverick Movement, the professional community helping tax pros transition from preparers to true advisors.
Author of Escape the Rich Trap, Building Your Own Economy, and The 3% Club. National speaker at financial, leadership, and tax industry conferences.
Read The Full StoryEvery tax firm passes through the same seven stages.
Every firm moves through predictable stages of growth. The key is knowing where your firm is today, then using the right tax strategy system, workflow, and client offer to break through the constraint holding you back.
$1 Billion in Client Savings Through Smarter Advisory Work
Tax advisory becomes more powerful when firms share proven strategies, better workflows, and practical ways to help clients keep more of what they earn.
Every month without a system is another month of giving away your most valuable work at your least valuable price. One decision changes everything. Stop waiting until you feel ready and start with a system that makes you ready.
Ready to stop leaving revenue on the table?
Pick the path that matches where you are right now.
Build a repeatable tax strategy your clients understand, your team can deliver, and your firm can scale.
Tax Advisory Conference 2026
Two days in Las Vegas. The complete tax advisory system and tax strategy framework that helped our community save clients over $1 billion in 2025 alone. Walk away with the exact pricing, packaging, and client conversation framework ready to implement the following week.
Reserve My SeatTax Maverick Pro
The full Tax Maverick platform, the vetted strategy library, and the community and training to deliver advisory. A premium six-month program, by application. Speak to a consultant to see if it is the right fit for your firm.
Explore Tax Maverick ProFrequently Asked Questions
Tax advisory is a proactive service where tax professionals help clients reduce tax liability through planning, entity structure, timing, and strategy instead of only filing returns after the fact.
Tax preparation reports what already happened. Tax strategy helps clients plan ahead, reduce tax exposure, and make smarter decisions throughout the year.
AI tax software can analyze returns, identify opportunities faster, surface relevant tax strategies, and help advisors build client-ready recommendations with less manual research.
Yes. It is especially relevant for professionals who want to upskill into higher-value advisory work with a framework, training, and support.
No. Tax Maverick is designed to help professionals build confidence and process as they transition into advisory.
Pricing depends on the client opportunity, complexity, and value created. Tax Maverick teaches a pricing framework that moves firms away from undercharging and toward premium-value offers.