Firms in the Maverick community saved clients $1B+ in 2025

Tax Maverick Pro

Run tax advisory like a Maverick.

Pro gives your firm the full Tax Maverick platform, the strategy library, and the community and training to put it to work. A premium six-month program, by application.

The full platform: Tax Assessment, Smart Pick, GOOS Xtract, Client Search.

40+ vetted strategies plus the F.A.S.T. delivery framework.

A 1,200+ advisor community with live and recorded training.

40+

Vetted strategies

1,200+

Advisors

$1B+

Client tax saved, 2025

Tax Maverick Pro

Speak to a consultant

Tell us about your firm and our advisory team will reach out to see if Pro is the right fit. No pressure, no pitch.

Full name

Work email

Phone

State (optional)

What are you looking to solve? (optional)

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Prefer email? advisors@taxmaverick.com

The Platform

Everything a firm needs to deliver advisory.

From the first assessment to the finished plan: the tools, the framework, and the people behind it.

Tax Assessment

Show clients their savings potential with clear, AI-powered assessments they actually understand.

Smart Pick

Automatically surfaces the applicable strategies for each return, ranked by fit.

GOOS Xtract

Pulls numbers straight from client documents, with no manual data entry.

F.A.S.T. Steps

A guided Foundational, Advanced, Strategic, and Tactical delivery framework.

Client Search

Every client and engagement in one secure workspace, with identities kept private.

Community & Training

A 1,200+ advisor community with live and recorded training, plus the Maverick Framework.

What's included

Everything your firm gets with Pro.

Built for growing firms handling 3–7 assessments a month: the tools, the delivery, the community, and the support — in one program.

Up to 3 usersUnlimited clients10 e-sign docs

Platform & AI

Goos AI assistant
MavX
Advanced metrics dashboard

Client delivery

Enhanced intake questionnaire & client portal
10 client-delivery presentations / month
3 custom questionnaires
Tax Savings Assessment report & deck
E-signature (up to 10 documents)

Community & training

Full community access (post & engage)
Live + recorded training sessions

Support & billing

Email + chat support
Secure payment processing via Stripe
Up to 3 users, unlimited clients

Speak to a consultant to see if Pro is the right fit for your firm.

Vetted tax strategies

Advisor community

$1B+

Client tax saved in 2025

6-mo

Guided program

Founded by David A. Perez — IRS-Certified Enrolled Agent and best-selling author.

The next step

See if Pro is right for your firm.

A conversation with our advisory team about where your firm is, what's holding it back, and whether Pro is the right fit. No pressure, no pitch.

Speak to a Consultant

By application · Limited enrollment