Attention: High Level Tax Firm Owners Serious About Growth

This 2-Day Intensive Workshop Reveals

Stop Scrambling to Figure Out
"Which AI to Buy"

Stop Scrambling to Figure Out
"Which AI to Buy"

How CPAs, EAs & Tax Pros Are Making The Simple Shift From Preparer To Advisor & Turning Filing Fees Into $5K-$25K Planning Sessions

September 24 & 25, 2026

The Westin Southlake Hotel Dallas, TX

Enter FIRST20 at checkout and save $500 on your ticket.

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Does Your Firm Suffer From Any Of These Symptoms?

You are working 80 hours a week from January to August, missing family dinners, and your bank account still does not reflect the sheer volume of work you do.

You feel like a slave to demanding clients who expect you to drop everything for a “quick question” but complain when you have the audacity to raise your fee by fifty bucks.

Your team is underperforming because they are just as burned out as you are, and you are terrified to step away because everything relies on your brain.

You know you give away brilliant strategic advice for free, but your clients are so conditioned to get it for nothing that charging them more feels impossible.

You are watching AI become a faster, cheaper competitor that is willing to work 24 hours a day for pennies, and you know you cannot outwork a machine.

If you checked even one of those boxes, your firm is trapped in the "Commodity Tax Game." But here is the good news. You do not need to burn your business to the ground to fix this, and you definitely do not need to buy random software. You just need to bolt a simple, high-ticket "Advisory Engine" onto the clients you already have.

David A. Perez
The 7-Figure Tax Advisor
A Personal Note From David

From The Desk of David A. Perez

Subject The AI Compliance Trap vs. The 7-Figure Advisory Opportunity

Let me guess why you clicked the ad that brought you to this page.

You own a tax firm. You have a team. You have hundreds of clients.

On paper, you are highly successful.

But right now, the tax industry is in pure chaos. Every time you open your email or scroll LinkedIn, someone is shouting that Artificial Intelligence and cheap offshore labor are going to replace your firm.

You are watching the margins on traditional 1040s compress. You see TurboTax and automated software rolling out their own AI assistants to steal your compliance clients.

And if you are like most Firm Owners, you are scrambling.

You are desperately trying to buy random AI tools just to help your staff file returns 10% faster.

But getting highly efficient at low-margin compliance is a loser's game. It is a fast track to burnout.

Reality Check

If your firm’s survival depends on how fast you can churn out tax returns, you have an expiration date.

Enter FIRST20 at checkout and save $500 on your ticket.

The Real Secret: More Equals More Work, Not More Money

I know exactly where you are right now because I lived it.

From 2008 to 2021, my firm was trapped in the volume game, grinding out thousands of returns and eventually averaging 5,000 a year. I was working brutal hours, pulling late nights, and constantly trying to keep every single client happy while secretly hoping they would not leave me for TurboTax.

I was a slave to my firm. I lost time with my family. I missed out on life with my friends. I could never take time off because too many people needed me.

I thought the secret to wealth was just doing "more." Get more clients. File more returns. Work more hours. But I quickly realized a brutal truth. More equals more work, not more money.

Then I discovered the Advisory Model. I stopped chasing $500 filing fees and started selling high-ticket Tax Strategy Plans. In just three years, we generated over 8-figures in advisory revenue. Today, we routinely charge $15,000 to $30,000 per plan.

Right now, you are giving away your strategic advice for free. The thought of looking your current clients in the eye and asking for premium fees probably feels terrifying. I get it.

But here is the hard truth.

You do not need to become a high-pressure salesperson, and you do not need to memorize sleazy closing tactics. You just need a step-by-step process that makes the value undeniable. You must position the advice you once gave away for free as a completely different, premium service that your clients are actually happy to pay for.

Right now, the entire industry is scrambling to buy AI software, hoping a new tech tool will magically fix their margins. But technology is completely useless if you do not know how to package, price, and present the strategy so the client practically begs to hire you.

That is exactly why I created this live event. I am going to give you the exact scripts, the pricing models, and the step-by-step frameworks that make selling high-ticket advisory feel completely natural.

Enter FIRST20 at checkout and save $500 on your ticket.

Welcome to The 7-Figure Tax Advisor Bootcamp

September 24 & 25, 2026

The Westin Southlake Hotel Dallas, Texas

Let me be perfectly clear. This is NOT another sit-back-and-listen conference. You are not going to spend two days sitting in the back of a room watching presentation after presentation.

This is a live, in-person, interactive experience designed to get you in the room, engaged, and working alongside industry experts and fellow tax professionals. Over two highly focused days, you’ll have the opportunity to ask questions, participate in real conversations, work through strategies, and get direct feedback from leaders who are actively running 7-figure and 8-figure advisory firms right now.

You are trading two days of your time to buy back hundreds of hours of your life next tax season.

Here Is Exactly What We Will Build Together:

DAY 1
Revenue Foundation

Fixing the Revenue Engine

Stop giving away strategy for free and build a pricing model that turns your expertise into predictable revenue.

01

The $2,497 Paid Tax Savings Assessment

We are going to kill your free discovery calls forever. You will finally get paid for those “quick phone calls” that inevitably turn into hour-long strategy sessions. You will get the exact script that makes clients gladly pay your firm $2,497 before you even look at a single tax document.

02

The C.A.R.E. Closing Formula

Our proprietary four-step framework that turns existing compliance clients into eager high-ticket advisory clients — without feeling salesy.

03

Pricing for Profit

Exactly how to structure your fees so your firm gets paid what you are actually worth, upfront and in full.

END OF DAY 1

A revenue model that pays you for your thinking — not just your time.

DAY 2
Scale & Implementation

Scaling the Advisory Engine

Turn your new advisory offer into a repeatable system your team can actually deliver and scale.

01

Building the Advisory Delivery Engine

The exact playbook to deliver $15K–$30K strategy plans without working more hours — using the team and tools you already have.

02

Marketing to Your Existing Book

How to re-position your firm to your current clients so the upsell to advisory feels obvious, expected, and welcome.

03

Your 90-Day Implementation Plan

Leave with a step-by-step rollout plan you can execute the Monday after the event. No fluff, no theory, just deployment.

END OF DAY 2

A complete 90-day roadmap for turning advisory into a scalable revenue engine.

Early Registration

Price Expires In

Enter FIRST20 at checkout and save $500 on your ticket.

Meet the Architects of the
7-Figure Advisory Model

Combined 48 Years of Tax Industry Experience.
Over 1,200 Tax Firms Successfully Served.

You are not just getting a single speaker. You are getting access to a panel of true industry experts that has spent decades in the trenches building, marketing, and scaling high-ticket tax firms.

01
David A. Perez
The Visionary
Meet Your Mentor

David A. Perez

David is an 18-year tax veteran, Enrolled Agent, best-selling author, and owner of an 8-figure advisory firm. From 2008 to 2021, his firm prepared an average of 5,000 returns a year, giving him firsthand insight into the grind of the high-volume compliance model. After mastering the tax code and building the Advisory Model, he has helped thousands of tax professionals escape the compliance hamster wheel.

02
Ruth Creado
The Profitability Expert
Meet Your Mentor

Ruth Creado

Ruth is a seasoned industry veteran with over a decade of experience running daily operations, scaling systems, and tracking the metrics that power 7-figure tax firms. While most firm owners guess at their profitability or drown in administrative chaos, Ruth engineers streamlined operations so your firm runs like a highly profitable machine.

03
Daniel Tapia
Marketing Strategist
Meet Your Mentor

Daniel Tapia

Daniel is the marketing strategist who helps tax advisory firms build the foundation for predictable client attraction. If an ad about high-ticket tax strategy has ever made you stop scrolling, Daniel likely influenced it. His focus is positioning your firm to attract premium clients who gladly pay your highest fees without complaining.

04
George Niño
The AI Architect
Meet Your Mentor

George Niño

George is the technical mastermind behind the ultimate tax strategy engine. He is the architect who integrates AI with human intelligence to transform how tax plans are built. George helps firms use technology to reduce heavy research time, streamline workflows, and create sharper advisory deliverables.

Read This Before You Buy a Ticket...

Trying to sell to everyone is a bad business model. We only want a specific caliber of firm owner.

Do NOT Buy a Ticket If:

  • You are a brand new tax preparer just trying to figure out how to file a basic 1040.

  • You believe that racing to the bottom and being the cheapest CPA in town is a valid business strategy.

  • You complain about investing $997 to fix a multi-six-figure business problem. (If you cannot afford a single $997 investment in your firm's future, you are not ready to sell high-ticket advisory).

  • You are looking for a get-rich-quick magic software that requires zero work or leadership on your part.

If that is you, please close this page. But if you have an established client base and you are ready to do the work to become a highly compensated Advisor, secure your seat below.

The Brutal Cost of Doing Nothing

Let us fast forward to next August 2027.

If you click away and do nothing today, you will be in the exact same spot. You will be drowning in files. You will be fighting with clients over a $50 fee increase. You will be working until midnight and missing dinner with your family.

AI will have eaten even more of your market share. Your margins will be even thinner.

Is that the business you want to be running 12 months from now? Or do you want to be taking Fridays off because you only need 66 high-paying clients to make $1,000,000?

Real Firm Owners. Real Results.

Hear from the members who walked in doing advisory and walked out dominating it.

Sindhu R.

Marcial A.

Wendy A.

Rosine C.

Erica W.

Marcela M.

Franz M.

Damon Van D.

Alnoor D.

Heidi R.

100% Risk Free

The "30-Day ROI"
Outrageous Guarantee

I know Meta ads are full of fake gurus. You do not know me, and blocking out two full days of your schedule is a massive commitment. So I am taking 100% of the financial risk.

Secure your in-person ticket and join us live on September 24th. If by lunchtime on Day 1, you are not absolutely convinced that you have the exact, deployable blueprint to add at least $10,000 in new advisory income to your firm within 30 days, just email my team.

I will refund you on the spot, NO questions asked.

And to prove how confident I am that this will change your business forever, I will let you keep the 7-Figure Firm Digital Workbook and all the Fast Action Bonuses as my gift to you just for showing up. You literally cannot lose.

TOTAL REAL WORLD VALUE: $12,473

EARLY REGISTRATION PRICE

NOW $997

That’s over 92% off the total real world value.

Pick The Pass That Fits Your Next Level.

Tax Advisor Pass
Tax Advisor Pass

Tax Advisor Pass

Everything you need to experience the full 2-day Tax Advisor Bootcamp.

$ 997
What's Included
✓

Full 2-Day Access to The 7-Figure Tax Advisor Bootcamp

✓

The Complete Tax Advisor Toolkit

✓

7-Figure Tax Advisor Workbook

✓

Lifetime Access to Event Recording

✓

Daily Lunch with 7-Figure Tax Advisory Team

✓

Tax Advisor Swag Kit

✓

Certificate of Completion

★ Most Popular
The Ultimate VIP Tax Advisor Pass
VIP Experience

The Ultimate VIP Tax Advisor Pass

Upgrade your bootcamp experience with premium access, preferred seating and exclusive connections.

$ 1,497
VIP Includes
+
Includes Everything In The Tax Advisor Pass
✓

Front row seating reserved for both days of the bootcamp

✓

Exclusive private dinner with David and his leadership team

✓

Real conversations and direct access to other VIP Tax Professionals like you

✓

Limited VIP seats available. Premium access is intentionally limited.

★
The Premium Experience

Built for firm owners who want more access, stronger connections, and a front-row experience.

Frequently Asked Questions

When is the event scheduled?

The event is scheduled for June 29 & 30, 2026 9AM-5PM CST

What if I’m new to tax planning? Will this workshop still work for me?

Absolutely! This workshop is designed for tax professionals of all levels. Even if you’ve never offered tax planning before, we’ll walk you through everything step by step. You’ll learn exactly how to build and deliver tax plans, using our proven system that’s simple, easy to follow, and effective. Plus, with the Tax Planning Software, even beginners can create professional tax plans quickly and confidently.

How much time will I need to commit to see results?

You don’t need to spend hours a day to succeed with tax advisory. We’ve streamlined the process so that you can implement what you learn in as little as a few hours per week. The tools, strategies, and templates we provide will help you work smarter, not harder. With our systems, you’ll be able to find clients and build tax plans without having to overhaul your current workload.

I’m not sure how to find tax advisory clients. What if I can’t get clients?

We’ve got you covered! We’ll show you exactly how to get your first 5 clients without needing paid ads or expensive marketing agencies. You’ll also get a bonus guide that walks you step-by-step through organic client acquisition methods, so you can start landing clients immediately. Our proven client acquisition strategies have worked for countless tax professionals, and they’ll work for you too!

What if I’m not confident enough to offer tax advisory services?

We’ll provide you with all the tools and support you need to build your confidence. With the help of our Tax Planning Software and step-by-step training, you’ll feel empowered to offer these services with ease. Plus, you’ll get hands-on experience during the workshop, which will boost your confidence in delivering high-value advisory services.

How soon will I see results after the workshop?

You’ll start seeing results as soon as you begin applying the strategies we teach. Many of our past attendees have landed clients within 30 days of the workshop, and with our bonus client acquisition guide, you’ll have everything you need to start generating revenue fast.

What makes this workshop different from others?

This workshop is unique because it’s action-oriented. We don’t just teach theory; we give you the exact blueprint for landing clients, creating tax plans, and scaling your business. With the hands-on guidance, templates, and software, you’ll be ready to implement everything you learn right away. Plus, you’ll leave with a ready-to-use tax plan and client acquisition strategies, so you’re equipped to succeed immediately.

Will there be replays if I can’t attend live?

Yes, while we encourage you to attend live to ask questions and engage, replays will be available for a limited time. Make sure you use your best email so we can send them to your inbox.

What makes this workshop different from others?

This workshop is unique because it’s action-oriented. We don’t just teach theory; we give you the exact blueprint for landing clients, creating tax plans, and scaling your business. With the hands-on guidance, templates, and software, you’ll be ready to implement everything you learn right away. Plus, you’ll leave with a ready-to-use tax plan and client acquisition strategies, so you’re equipped to succeed immediately.

Does this come with the AI software?

No, and honestly you don't need it yet. We'll start with what actually moves the needle first: getting clients, the framework, and the strategy. The software comes after.

Will you be sharing your exclusive list of tax strategies?

Yes. We're covering the exact strategies our advisors used to generate $1B in tax savings over the last 12 months. You're getting the real playbook, not a watered-down version.

I want to do this but those dates don't work for me.

No problem. The bootcamp is fully recorded with lifetime access so you can watch on your own schedule. Or lock in today's price and jump into next month's event instead.

How long do I have to sign up?

The promo code expires the moment this webinar ends. Once it's gone, it's gone.

Are you going to sell us something else at the event?

No. What we promised is what you get: a proven blueprint to scale your tax firm to 7 figures through advisory. That's it.

Will there be an in-person event?

This event is virtual so tax firm owners across the entire country could access it without the travel and cost.

Can my team join at the event?

Yes. You can add a seat right at checkout.

Will you give us scripts on what to say to our clients?

Yes, all of it. What to say, how to say it, and we'll hand you the full presentation you can use to walk clients through the assessment and implementation. You won't be figuring this out on your own.

Can I really hit 7 figures just from $2,497 deals?

Yes, and here's why it works: $2,497 is just the entry point for your advisory service. The real money is in the implementation. We've done it ourselves and we've watched our attendees do it too.

I'm just starting out with no clients yet. Is this for me?

Actually, this is the best time to start. You haven't built any bad habits yet. Our framework is beginner-friendly by design, and starting here means you're building the right foundation from day one.

Will it be recorded?

Yes. Lifetime access, rewatch whenever you want.

Will it be recorded?

Yes. When you check out, there's an option to purchase access to the recordings of the event so you can re-watch anything you need.

Are there other bootcamp dates available?

The dates being offered are the only ones currently scheduled. However, if you can't make it, you can email us and we'll try to schedule you for an upcoming one.

Are you going to sell us something else at the event?

No. What we promised is what you get: a proven blueprint to scale your tax firm to 7 figures through advisory. That’s it.

Does this come with the AI software?

No software is included upfront, but at the event we'll show you how to use AI software to create the tax savings assessments.

Will you be sharing your exclusive list of tax strategies?

Yes. We’re covering the exact strategies our advisors used to generate $1B in tax savings over the last 12 months. You’re getting the real playbook, not a watered-down version.

Will you give us scripts on what to say to our clients?

Yes, all of it. What to say, how to say it, and we’ll hand you the full presentation you can use to walk clients through the assessment and implementation. You won’t be figuring this out on your own.

Can I really hit 7 figures just from $2,497 deals?

Yes, and here’s why it works: $2,497 is just the entry point for your advisory service. The real money is in the implementation. We’ve done it ourselves and we’ve watched our attendees do it too.

I’m just starting out with no clients yet. Is this for me?

Actually, this is the best time to start. You haven’t built any bad habits yet. Our framework is beginner-friendly by design, and starting here means you’re building the right foundation from day one.

Do I need to be an EA or CPA to attend?

No, you don't need to be an EA or CPA. You just need to be in or related to the tax industry, bookkeepers, payroll administrators, and tax professionals of all kinds are welcome.

Is this one of those events where you just sit and listen from 9 to 5?

No. It's a fully engaged, interactive event, not a "sit and get." You'll be participating throughout.

Is this tax deductible?

Absolutely, yes.

Will there be another event soon if I miss this one?

At this time, we don’t have another event scheduled anytime soon. This is a live, in-person experience, and opportunities to get everyone together in the same room are limited.

If you’re serious about taking your advisory firm to the next level, we highly recommend securing your spot and joining us in person.

What if the only strategies I know are S-Corp strategies?

S-Corp is considered a foundational strategy. The event covers up to 40 advanced strategies including investments, offsets, depreciation, real estate, and more, going well beyond the basics.

Early Registration

Price Expires In

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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.

© 2026 The 7-Figure Tax Advisor Bootcamp | All rights reserved.