FREE LIVE TRAINING for Tax Firms Doing $200K+/Year

How the Top 1% of Tax Firm Owners Are Using AI to Turn Their Existing Client List Into $15K Advisory Plans Without Adding Headcount

In 60 minutes, David A. Perez will walk you through the exact 4-step framework his firm uses to convert tax-prep clients into $10K+ advisory engagements, without having to find new clients, earn new credentials, or adopt new software. Live on [Monday, June 08 @ 3 PM EST] . No replay.

Reserve Your Spot Now & Discover How To Turn Your “Free Advice” Into High-Paying Advisory Clients

FREE training starts in...

Limited to 100 firm owners. Live attendance only.

Mon. June 08, 2026 @ 3PM EST

Limited Seats

NO Replay

How the Top 1% of Tax Firm Owners Are Using AI to Turn Their Existing Client List Into $15K Advisory Plans Without Adding Headcount

In 60 minutes, we will walk you through the exact 4-step framework his firm uses to convert tax-prep clients into $10K+ advisory engagements, without having to find new clients, earn new credentials, or adopt new software. Live on [Monday, June 08 @ 3 PM EST] . No replay.

FREE training starts in...

Join the LIVE training:

Mon. June 08, 2026 @ 3PM EST

Limited Seats

NO Replay

Founder, Tax Maverick | Enrolled Agent | 18 Years in Tax

David built an 8-figure tax firm where 85% of revenue comes from advisory,not compliance. He's personally filed 50,000+ returns and built a community that saved $1 billion in taxes. Over the last 12 months, the framework he's teaching on this training has been used by 2,000+ firms to add seven figures in advisory revenue. He's teaching it live, in full, for the first time on June 08, 2026.

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On This Free Live Training, You'll Get:

1. The 3-Question Diagnostic That Turns A Tax-Prep Client Into A $15K Engagement

The exact opening conversation that uncovers $10K–$50K of advisory value hiding in clients you already have. Use it Monday morning. No new clients required.

2. The 5-Tier Advisor Pricing Model

How to package and price advisory work so clients say yes and pay upfront,every time. Includes the script for raising fees on existing clients without losing them.

3. The "Free Advice Audit"

We'll walk through, live, how to find $50K+ in unbilled value hiding in your current client list. Bring one client to mind before you join, by the end of the hour, you'll know exactly what to charge them for next.

Free. Live. Limited Seats. No replay.

What will change?

Before The Event

  • Overworked and Underpaid: Struggling with long hours for low-value tax prep clients.

  • Uncertainty About Advisory Services: Feeling unqualified or unsure how to offer tax advisory without extensive expertise.

  • Attracting the Wrong Clients: Dealing with clients who undervalue their services and haggle over fees.

  • Overwhelmed by the Shift: Unsure how to transition from tax preparation to advisory services.

  • Lack of Confidence in Selling: Hesitant to charge premium prices due to fear of rejection or imposter syndrome.

After Attending the Event

  • Clarity on Better Clients: Understand how to position yourself to attract higher-value clients.

  • Confidence in Offering Advisory Services: Gain a clear framework for delivering tax plans without feeling overwhelmed.

  • Increased Revenue Potential: See how others are building toward $100K/month advisory businesses

  • A Clear Framework to Follow: Walk away with a simple approach to making the advisor shift

  • A New Way to Position Your Value: You can charge higher fees

  • Freedom From Overwork: Discover how to serve fewer clients while earning more.

  • Positioning as a Trusted Advisor: Learn how to become the go-to expert for high-net-worth clients.

  • Practical Examples You Can Use: See messaging and positioning you can start applying immediately

  • Renewed Energy and Focus: Feel empowered and excited about transforming your business and reclaiming your time.

Join the LIVE Training [Monday, June 08 @ 3 PM EST]

FREE training starts in...

See what REAL PEOPLE with REAL RESULTS have to say about us.

See what REAL PEOPLE with REAL RESULTS have to say about us.

Frequently Asked Questions (FAQs) and Answers

What if I’ve never offered tax advisory services before?

No problem! This event is specifically designed for tax professionals who want to transition into advisory services. We’ll show you how to start even if you’ve only done tax prep before. You don’t need to be an expert in tax planning—we’ll give you a proven framework to follow.

Do I need to know advanced tax strategies to benefit from this event?

Not at all! We focus on simplifying the process so you can deliver high-value results without needing to memorize the tax code or learn advanced strategies. Technology and tools can handle the heavy lifting for you.

How can I attract high-paying clients when I’m already struggling to get clients now?

We’ll show you how to shift your positioning, messaging, and client acquisition strategies to appeal to clients who are willing to pay top dollar for advisory services. It’s about working smarter, not harder.

Will this work if I’m a solo practitioner with no team?

Absolutely! Many tax professionals start as solo practitioners. We’ll show you how to leverage tools and processes to operate efficiently, even without a large team.

What if I’m already too busy with my current workload?

That’s exactly why you need this event! We’ll show you how to restructure your business to focus on fewer clients who pay more, giving you back your time while increasing your income.

Is this event really free?

Yes, it’s completely free to attend. There’s no catch. We want to show you the value of this approach so you can decide if it’s the right fit for your business.

Will I have to invest in expensive software or tools after the event?

No, we’ll introduce you to tools and systems that make advisory services easier, but there’s no obligation to purchase anything. You’ll have the flexibility to choose what works best for your business.

What if I’m not confident in selling high-ticket services?

We get it—selling premium services can feel intimidating. That’s why we’ll cover exactly how to present your value, communicate confidently, and close deals without feeling pushy.

How much can I realistically earn with tax advisory services?

It depends on your effort and implementation, but many tax professionals using our framework have gone from under $5K/month to consistently earning $25K/week by attracting high-value clients.

What if I have questions or need help after the event?

We’ll provide follow-up resources and options to get additional support if you need it. You won’t be left wondering what to do next.

[Monday, June 08 @ 3 PM EST]

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In the interest of full disclosure, at the end of the training, I will be offering an opportunity to work directly with me to help you implement the strategies discussed. This is completely optional. While my assistance may shorten your learning curve and improve your results, it is by no means necessary for you to begin implementing what you learn in the training on your own right away.

DISCLAIMER: Your level of success in attaining the results you desire depends on many factors, including (but not limited to) the time you devote to the strategies discussed, your background, experience, and work ethic. The average person who follows any "how to" information gets little to no results. All business entails risk and requires substantial and consistent effort. If you're not willing to accept that, this training is not for you.