ATTN: Tax pros with 300+ clients who still do
everything themselves, even with a team
Give us 2 Days and we’ll show you how to duplicate our 4‑Step CARE System that predictably enrolls your $500 clients into $15K+ tax advisory engagements
How CPAs, EAs and tax pros are making the simple shift from preparer to advisor, and turning filing fees into $5K to $25K planning sessions.
Without being ‘salesy’, even if you tried tax advisory once and quit, or you are certain your own clients are too cheap.
Featured On
The Bootcamp starts in
September 21 & 22, 2026 Live on Zoom. Two full virtual days.
Does Your Firm Suffer From Any Of These Symptoms?
- 01You work 80 hours a week from January to August, you miss family dinners, and your bank account still does not reflect the sheer volume of work you do.
- 02You feel like a slave to demanding clients who expect you to drop everything for a “quick question” but complain when you raise your fee by fifty bucks.
- 03Your team is underperforming because they are as burned out as you are, and you are terrified to step away because everything relies on your brain.
- 04You give away brilliant strategic advice for free, but your clients are so conditioned to get it for nothing that charging them more feels impossible.
- 05You are watching AI become a faster, cheaper competitor that works 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.
From the desk of David A. Perez
The AI Compliance Trap vs. The 7‑Figure Advisory Opportunity
Our industry is in 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. Margins on traditional 1040s are compressing. TurboTax and automated software are rolling out their own AI assistants to steal your compliance clients.
So everyone runs out and buys a random AI tool to file returns ten percent faster. That is a loser's game. It makes you faster at the exact thing that is being commoditized. If your firm's survival depends on how fast you can churn out tax returns, you have an expiration date.
I know, because I played the volume game from 2008 to 2021. Five thousand returns a year. More clients, more staff, more hours, and I was a slave to my own firm.
Then I built the Advisory Model. In three years it produced eight figures in advisory revenue. Today I routinely charge $15,000 to $30,000 for a single plan, and the work is the same thinking I used to give away for free at the end of a phone call.
That is the whole shift. You have to position the advice you once gave away as a completely different, premium service. At the Bootcamp I hand you the exact scripts, the pricing models, and the step by step frameworks to do it.
David A. Perez CEO and founder, Tax Maverick
This Is Not Another Sit-Back-And-Listen Conference
Live on Zoom
Two full virtual days, September 21 and 22. Live, interactive, and open to firm owners across the whole country.
You do the work
You ask questions, work through strategies, and get direct feedback on your own firm.
Operators, not speakers
You work alongside the people running 7 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
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01The $2,497 Paid Tax Savings Assessment
Kill the free discovery call. Get the exact script that makes a client gladly pay $2,497 before you look at a single document.
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02The C.A.R.E. Closing Formula
The proprietary 4-step framework that turns compliance clients into high ticket advisory clients without feeling salesy.
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03Pricing For Profit
Structure your fees so you get paid what you are worth, upfront and in full.
End of day 1A revenue model that pays you for your thinking, not just your time.
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01Building The Advisory Delivery Engine
Deliver $15K to $30K plans without adding hours, using the team and the tools you already have.
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02Marketing To Your Existing Book
Re-position your firm so the advisory upsell feels obvious, expected and welcome to the clients you already serve.
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03Your 90-Day Implementation Plan
A rollout plan you start executing the Monday after the event.
End of day 2A complete 90-day roadmap for turning advisory into a scalable revenue engine.
Meet The Architects Of The 7-Figure Advisory Model
David A. Perez
The Visionary
18-year tax veteran, Enrolled Agent and best selling author. Filed 5,000 returns a year from 2008 to 2021, then built an 8-figure advisory firm.
Ruth Creado
Profitability Expert
Over a decade running operations and scaling the systems and metrics behind 7-figure firms.
Daniel Tapia
Marketing Strategist
Positions firms to attract the premium clients who gladly pay top fees.
George Niño
The AI Architect
Integrates AI with human intelligence to cut research time and sharpen every deliverable.
Read This Before You Buy A Ticket
This room is built for established firm owners. It is the wrong room for four kinds of people.
Do not buy a ticket if
- You are a brand new preparer who is just filing basic 1040s.
- You believe racing to the bottom on price is a strategy.
- You will complain about a $997 investment to fix a multi six figure problem.
- You want get rich quick magic software instead of a model you have to run.
If that is you, please close this page. If you have an established client base and you are ready to do the work, take the seat.
The Brutal Cost Of Doing Nothing
Fast forward to August 2027. You are in the same spot. Drowning in files, fighting a client over a $50 fee increase, and watching AI take another slice of the work you used to be paid for.
Nothing about that year is dramatic. It just quietly costs you another twelve months of margin you are never getting back.
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.
Secure Your Seat
Total real world value $12,473
Early registration price $997. Over 92% off.
Tax Advisor Bootcamp Ticket
Two live virtual days. One ticket. Everything below included.
$997
$1,497
Early registration price
with code SAVE500 at checkout
Your Bootcamp experience
- Two full days of live virtual training. September 21 and 22, 2026.
- The Complete Tax Advisor Digital Toolkit. Scripts, playbooks and client letters.
- Lifetime access to the event recordings. Rewatch every session.
- 30-minute Revenue Gap Audit. A one-on-one strategy session.
Enter SAVE500 at checkout and save $500 on your ticket.
Use code SAVE500 at checkout and save $500 on your ticket.
The 30-Day ROI Outrageous Guarantee
If by lunch on day one you are not convinced you have a deployable blueprint to add $10,000 in advisory income in the next 30 days, email my team. We refund you on the spot, no questions asked.
You keep the 7-Figure Firm Digital Workbook and the Fast Action Bonuses either way.
I know Meta ads are full of fake gurus. You do not know me. So I am taking 100% of the financial risk.
Questions Firm Owners Ask Us
No. This event is virtual, so tax firm owners across the entire country can attend without the travel and the cost.
These are the only dates currently scheduled. If you cannot make it, email us and we will try to place you in an upcoming one.
No. What we promised is what you get: a proven blueprint to scale your tax firm to 7 figures through advisory. That is it.
No software is included upfront. At the event we show you how to use AI software to create the tax savings assessments.
Yes. These are the exact strategies our advisors used to generate $1B in tax savings over the last 12 months. The real playbook, not a watered down version.
Yes, all of it. What to say, how to say it, and the full presentation you can use to walk clients through the assessment and the implementation.
Yes. The $2,497 assessment is the entry point for your advisory service. The real money is in the implementation. We have done it ourselves and we have watched our attendees do it too.
This is the best time to start. You have not built any bad habits yet. The framework is beginner friendly by design, so you build the right foundation from day one.
No. You need to be in or related to the tax industry. Bookkeepers, payroll administrators and tax professionals of all kinds are welcome.
No. It is a fully engaged, interactive event, not a sit and get. You participate throughout.
Absolutely, yes.
We do not have another event scheduled anytime soon. If you are serious about taking your advisory firm to the next level, secure your spot now.
S-Corp is a foundational strategy. The event covers up to 40 advanced strategies including investments, offsets, depreciation and real estate, going well beyond the basics.
September 21 & 22, 2026. Live on Zoom.
Two days to stop competing on filing fees and start getting paid for your thinking.
Yes! Secure My TicketEnter SAVE500 at checkout and save $500 on your ticket.