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The Tax Industry Is
Changing Faster Than Ever.
Will you leverage AI to become more valuable... or compete against it?
Join us in Las Vegas for the #1 tactical tax advisory conference in the U.S…
…and get the elite strategies, vetted providers, pricing models, & advisory systems you need before Q4 starts closing in.
August 25-26, 2026 · Caesars Palace · Las Vegas
Caesars Palace · Las Vegas · Aug 25–27, 2026
Equip Your Clients With the MOST ADVANCED Tax-Saving Strategies of 2026 (Before Other Firms Even Know They Exist!)
Join us in Las Vegas for the #1 tactical tax advisory conference in the U.S…
…and get the elite strategies, vetted providers, pricing models, & advisory systems you need before Q4 starts closing in.
Once they’re gone, they’re gone
What if I Told You
You’re Just One Conference Away
From Your BIGGEST Advisory Year Yet?
Attention CPAs, EAs, Tax Pros, & TAAP Members Ready to Dominate Q4!
What if the only thing standing between the firm you have today…
And the firm you're capable of building this year…
Wasn't more effort?
Wasn't more clients?
Wasn't another year of doing it the way you're doing it now?
It was EXPOSURE to what you haven't seen yet.
The strategies most firms won’t catch onto until it’s too late…
The pricing models actually working in 2026…
And the provider relationships that help you bring 6 & 7-figure wins to your clients before year-end.
Last year alone, these strategies, coaching, and connections helped:
- 1,200+ firms scale their advisory practice
- Save their clients over $1 BILLION in taxes
- Turn that value into MILLIONS in advisory revenue for themselves
So that leads us to one important question...
How Much BIGGER Could Your Firm Get…
If You Had Exclusive Access to the Elite Tax-Saving Strategies Before Everyone Else?
Roth Conversions • Equipment Leasing • Cost Segregation
Oil & Gas Investments • Real Estate Strategies • Equipment-Based Tax Strategies
The Firms Leading in 2026 Won't Have the Most Clients.
They'll Have the BEST Strategies.
Your clients aren’t looking for another year-end checklist.
They’re asking bigger questions like…
“How did my friend save six figures with a strategy I’ve never even heard of?”
“What is my advisor not seeing?”
“What should we be doing before year-end?”
“Is my firm really showing me every option on the table?”
And that last question matters most.
Because at some point, your clients will decide whether you are the advisor who can grow with them… Or the advisor they eventually outgrow..
That’s the line separating the advisors who scale from the ones who stay stuck… even when they’re capable of doubling, tripling, or 10x’ing their firm.
And that’s exactly the edge Tax Advisory Conference 2026 gives you.
Advanced strategies most firms haven’t seen yet
Provider relationships your clients need before Q4 closes
Coaching on what to offer, who to offer it to, and how to position it
Conversations with the people shaping the next wave of advisory
You won’t leave Vegas with another notebook full of ideas.
You’ll leave with strategies you can sell, partners who can help you deliver, and a clear plan to make Q4 your biggest advisory season yet.
Because if your clients are ready for more…
You need to be ready with better.
And if you’re ready to become the advisor your clients can’t replace…
Tax Advisory Conference 2026 Was Built for You.
The Old Way Is Dying.
For years, tax professionals have built successful firms around a predictable cycle of compliance — returns, forms, filings, and deadlines.
But let's be candid about where the profession is heading. Clients are demanding far more value, and artificial intelligence is fundamentally changing how tax work gets done.
Most professionals already know advisory is the future. Yet they stay paralyzed by the exact same fears:
"What if I don't know enough?"
"What if I miss something or recommend the wrong strategy?"
"What if I can't explain it to my client?"
The result? They stay stuck in the same compliance trap. Meanwhile, forward-thinking advisors are building highly profitable advisory practices by uncovering hidden opportunities their clients never knew existed.
Use coupon code "FIRST20" for $1,000 off.
The Myth Of The "Know-It-All" Advisor
For decades, the industry believed that advisors needed to memorize every tax code section and every possible strategy.
That world is changing. The future advisor doesn't win by knowing everything. They win by identifying the right strategy for the right client.
The goal of AI isn't to replace you. The goal is to make you more valuable than ever before.
At the Tax Advisory Conference, you will discover how AI can help you:
Analyze client situations and match clients to strategies.
Identify tax-saving opportunities and generate assessments.
Create presentations and build implementation plans.
Improve efficiency and dramatically increase your confidence.
meet your host
Hi, My Name is David A. Perez
I know you’re not here because you need another tax conference.
You’re here because you know there’s another level to advisory.
You’ve built trust with your clients. You’ve put in the years. You’ve done the kind of work most tax pros never attempt.
But getting to that next level takes more than doing what got you here.
It takes a different set of strategies.
A different level of coaching.
A different caliber of operator next to you.
Over the last 18 years, I built an 8-figure tax firm where 85% of the revenue comes from advisory, not compliance…
I filed 50,000+ returns and saved my clients $939 million in taxes getting there…
And I learned the one thing nobody told me at the start: you don't grow alone.
You grow in the right rooms, with the right people, getting the right coaching at the right time.
And it's not just me.
Last year, the strategies and coaching shared at this event helped 1,200+ firms save their clients over $1 BILLION in taxes and turn that value into millions in advisory revenue for themselves.
That's why I'm putting all of it on one stage in Las Vegas.
For 3 days at Tax Advisory Conference 2026, you’ll get the strategies, coaching, partners, and operating systems helping modern advisory firms pull ahead before the rest of the market catches up.
This is the one time a year I get to be in the room with all of you. Don't make me do it without you.
Look, your next level really is one conference away. The question is whether you're going to be in the room when it happens.
Grab your seat before we sell out. See you in Vegas!
- David
• VIP Day · Aug 27 · The Keynote
Mike Michalowicz
Author of Profit First, Clockwork, The Pumpkin Plan, and All In.
Mike is the entrepreneur behind three multimillion-dollar companies and a former WSJ small-business columnist. He travels the globe as an entrepreneurial advocate.
SESSION
The Pumpkin Plan: A Simple Strategy to Grow a Remarkable Business in Any Field
The maverick leadership team
David A. Perez
Architect of the Maverick Movement
Moves you from order-taker to high-value expert. Doesn't teach theory — re-wires your identity so you can charge what you are worth.
Stacey Barnes
Industry Veteran & Event MC
Has coached hundreds of firm owners. Knows exactly where you are stuck and won't let you stay there. Keeps the room moving.
George Niño
Innovation Lead
The brain behind our AI tools. His live reveal shows how to surface hidden money inside your existing client list — right now.
Daniel Tapia
Activation Lead
Turns ideas into money. Leads the Q4 Marketing Blitz so you leave with a plan you can use the day you get home.
Don't Just Take Our Word For It. Look At The Tape.
See how real tax professionals are escaping the compliance trap and building highly profitable, AI-driven advisory firms.
– Rachid
– Grace
– Aman
- Lyshaan
- Miguel
– Sanjay
- Pam
- Maribel
– Tammy
From Burned Out to Advisory Powerhouse
"Before, we were drowning in 1040s and competing on price. After implementing the exact AI and advisory frameworks taught at this event, we transformed our A-to-B. We dropped our bottom 20% of headache clients, increased our average client value by 3X, and we are finally doing the high-level strategy we love."
The AI Implementation Shift
"I was terrified of AI replacing me. Now, it's my secret weapon. Using the tech and strategies from this brain trust, I'm identifying tax savings in minutes that used to take days of research. My clients think I'm a genius, and my firm's revenue proves it."
Use coupon code "TAC500" for $500 off.
A No-Fluff, Real-World Agenda
You don't fly to Las Vegas for recycled PowerPoint slides or theoretical fluff. You're coming to learn from advisors, attorneys, and specialists who actively help clients implement advanced tax
planning every day.
Day 1
AI & Strategy
Master AI-powered strategy identification.
Develop client communication frameworks.
Review real-world case studies for a competitive advantage.
Evening
The Gala
An evening worth dressing up for.
Exclusive networking experience with industry leaders.
Build partnerships that shape the future of your firm.
Day 2
Advanced Implementation
Move beyond basic tax conversations.
Master Cost Segregation, Oil & Gas, Solar, Short-Term Rentals & Advanced Entity Planning.
Live breakouts on exact implementation.
The Billion-Dollar Brain Trust
Learn From The Experts Actually Doing The Work
David A. Perez
Founder & CEO of Tax Maverick | Enrolled Agent
Founder of Tax Maverick and one of the most recognized leaders in modern tax advisory. David will show firm owners how to shift from compliance work to high-value advisory services that increase revenue, deepen client relationships, and create long-term growth.
George Niño
Director of Technology @ Tax Maverick
George is the architect behind the fastest-growing AI-driven tax advisory software in the United States. He will show you exactly how to make AI your ultimate competitive advantage.
Mike Michalowicz
Author of Profit First
Learn directly from one of the most respected business minds in the country. Mike will share principles to help you and your clients improve profitability, strengthen cash flow, and build stronger organizations.
Raul Gomez
Director of Strategy @ Tax Plan Experts
Raul doesn't deal in theory. He is responsible for executing advanced tax strategies that have collectively saved clients over $1 BILLION in the last 12 months alone.
Daniel Tapia
Director of Revenue @ Tax Maverick
You can be the best advisor in the world, but if you can't sell it, you're broke. Daniel is responsible for generating over $30 MILLION in revenue for tax firms in just the last 36 months. He will show you how to attract and close premium advisory clients.
• VIP Day · Aug 27 · The Keynote
Mike Michalowicz
Author of Profit First, Clockwork, The Pumpkin Plan, and All In.
Mike is the entrepreneur behind three multimillion-dollar companies and a former WSJ small-business columnist. He travels the globe as an entrepreneurial advocate.
SESSION
The Pumpkin Plan: A Simple Strategy to Grow a Remarkable Business in Any Field
The maverick leadership team
David A. Perez
Architect of the Maverick Movement
Moves you from order-taker to high-value expert. Doesn't teach theory — re-wires your identity so you can charge what you are worth.
Stacey Barnes
Industry Veteran & Event MC
Has coached hundreds of firm owners. Knows exactly where you are stuck and won't let you stay there. Keeps the room moving.
George Niño
Innovation Lead
The brain behind our AI tools. His live reveal shows how to surface hidden money inside your existing client list — right now.
Daniel Tapia
Activation Lead
Turns ideas into money. Leads the Q4 Marketing Blitz so you leave with a plan you can use the day you get home.
warning
This Room Is NOT For Everyone.
Let's be incredibly clear. We only want a specific caliber of professional at this event.
Do Not Buy A Ticket If:
You are a beginner who just started a tax practice and doesn't have a baseline of clients.
You are a taxpayer just looking for a quick, cheap tax strategy for yourself.
You are content being a 'historian,' grinding out low-margin 1040s and racing to the bottom on price.
This Event Is Strictly For:
Serious, forward-thinking tax firm owners and professionals.
Advisors who want to see real, high-level tax strategies executed in action.
Professionals who refuse to be left behind and are ready to leverage AI to dominate their market.
II
$250,000
Strategist
The Real Value Isn't On Stage. It's In The Room.
You fly to Las Vegas for access. Surrounded by CPAs, EAs, Firm Owners, and Tech Innovators. The relationships you build here may become the most valuable assets in your business.
Some of the most valuable opportunities won't happen on stage, they will happen in the room. The future belongs to those who combine strategy with relationships.
Will you be in the room?
Use coupon code "FIRST20" for $1,000 off.
Get These 3 Action-Taking Bonuses
Bonus #1
Pre-Event 'Hit The Ground Running' Masterclass
An exclusive virtual training that locks in your foundational knowledge before you even pack your bags, so you're ready to absorb high-level strategy the moment you step foot in Caesars Palace.
Bonus #2
The Tax Strategy Playbook
The exact blueprints for the 5 most successful, high-impact tax strategies you can legally use right now to generate immediate ROI for your clients.
Bonus #3
The Event Implementation Workbook
Our structured implementation workbook so you leave Vegas with a step-by-step, customized execution plan for your firm, not chaotic notes on hotel napkins.
THE "STAY UNTIL THE END OF DAY 1" BOLD GUARANTEE
We know asking you to fly to Vegas and invest your hard-earned money is a big decision. So we are taking 100% of the risk off your shoulders.
Secure your Early Bird ticket. Show up to Caesars Palace. Sit through every single session on Day 1. If by 5:00 PM on the first day, you don't feel like the AI frameworks and tax strategies you've learned are worth at least 10X your ticket price, simply find our staff. Hand in your workbook, and we will refund your $997 ticket on the spot.
No questions asked. You have absolutely nothing to lose.
The Room
Remembers.
Quiet rooms. Loud decisions. Real attendees.
STEP INTO THE ONLY TAX
ADVISORY CONFERENCE BUILT
EXCLUSIVELY ON ADVANCED STRATEGIES
If you want to sit in a freezing hotel ballroom listening to another snooze-fest on IRS codes, compliance rules, and new tax forms — do yourself a favor and stay home.
You already know tax. You already know basic advisory. That is basic-level thinking, and it’s exactly why most accountants plateau.
To break past that, what you need is the EDGE. And that's exactly what this event is built for.
This is the ONLY event in the industry built 100% around Advanced Tax Strategies. We aren't here to teach you generic advisory theory. We are here to hand you the exact playbook we use to dominate the space.
At this event, we are bringing our network to you.
👉 You will get face-to-face with the actual tax strategy providers we personally partner with.
👉 You will walk away knowing the newest, elite-level tax strategies we deploy in our own firm right now to drive massive ROI for high-net-worth clients.
WHEN YOU STOP PLAYING SMALL AND ARM YOURSELF WITH THESE ADVANCED STRATEGIES, YOU:
Your firm: Land higher-value engagements because you possess elite solutions your competitors don't even know exist.
Premium fees: Charge high-ticket prices with absolute certainty and zero pushback.
Your revenue ceiling: Build a predictable, compounding, and highly lucrative advisory business.
Your clients: Become the untouchable #1 advisor your clients simply cannot replace.
If you are ready to leave basic advisory behind and step into the advanced tier, there is only one room you need to be in.
What you walk out with.
You do not leave with a notebook full of ideas. You leave with tools you can use Monday morning.
Physical Asset: Maverick Flight Plan Workbook: Not a notepad. A structured deployment guide. Every exercise completed. One documented $10k+ opportunity inside.
What You Take Home
01
Your Documented $10K+ Opportunity
Found and documented before you leave the room.
02
A Clear Plan to Close It
Step-by-step. Not just a concept.
03
Packaging + Pricing Scripts
Word-for-word frameworks you can use with clients.
04
Q4 Demand Plan
A marketing plan you can launch Monday morning.
05
Strategy Partner Connections
Real relationships with vetted partners from the Deal Desk.
06
Maverick Flight Plan Workbook
Your hardbound guide through the event and beyond.
07
AI Tools Through Tax Maverick
The tools that find hidden money in your client list.
IS TAX ADVISORY CONFERENCE 2026 FOR YOU?
Let me save you some time.
You're hoping to walk into Caesars Palace, sit in the back row, grab some CE credits, and head home unchanged.
No hard feelings, there are hundreds of CE seminars that'll give you exactly what you're looking for.
TAX PROFESSIONALS, FIRM OWNERS, CPAS, EAS,
AND ADVISORY LEADERS READY TO PLAY BIGGER.
The one ready for the next level.
The one who's already in the game and ready to play bigger.
The one who's tired of plateauing and ready to break through.
The one who knows the next breakthrough doesn't happen alone, it happens in the right room, with the right coaching, alongside the right operators.
They want to be with their people.
If that's you, keep reading.
THIS ISN'T A TAX PREP
CONFERENCE. IT'S A TAX
ADVISORY CONFERENCE.
You won't sit through another breakdown of the IRS code.
You won't review new forms, new deadlines, or new
compliance rules.
You already know tax. You already know advisory.
That's not the gap.
What we're sharpening is the next level. The advanced
strategies, the deeper coaching, the partnerships, and the
systems that take you from "doing advisory" to dominating advisory.
They're the ones positioned to lead.
WHEN YOU GET IT RIGHT, YOU:
Plateauing at your current ceiling
Bigger, higher-value advisory engagements
Premium fees with total confidence
Year-round recurring revenue that compounds
The #1 trusted advisor your clients can't replace
That's what we're building over 3 days in Vegas. If you're still here, you already know which side of that line you're on.
The only question left is whether you'll be in the room in August.
Know before you go.
This is built for you if...
- ✔ You want to get paid for the results you create.
- ✔ You sell strategy, not just compliance.
- ✔ You are ready to charge for advisory work.
- ✔ You make decisions now. You do not wait.
It is not for you if...
- ✖ You want passive CPE lectures.
- ✖ You refuse to sell strategy.
- ✖ You are committed to compliance only.
- ✖ You plan to sit in the back and think about it later.
You belong here.
Secure Your Seat Today
Become The Advisor Your Clients Need
You'll leave knowing exactly what to do next. Not confused. Not overwhelmed. You'll leave ready to provide greater value and become the advisor your clients need.
STRICT CAPACITY LIMIT: 200 ATTENDEES
Because of interactive breakouts and hotel contract limits at Caesars Palace. Once the block is full, registration closes entirely. No exceptions.
AI-POWERED TAX ADVISORY CONFERENCE
August 25-26, 2026 · Caesars Palace · Las Vegas, Nevada
Regular price: $1,997
exclusive "first20" offer: $997
Get $1,000 OFF your registration while codes remain.
Use coupon code "FIRST20" for $1,000 off.
$500 Off—Special Event Pricing Ends June 29 @ 9AM CST
Think about it: What is the lifetime value of just ONE new high-net-worth advisory client?
If you implement just ONE advanced strategy from Raul, or close just ONE
premium client using Daniel's marketing frameworks, this $997 ticket pays for itself
5X to 10X over. You aren't paying for a ticket, you're buying a highly profitable asset for your firm.
Questions answered
Frequently
Asked
Questions
Frequently Asked Questions
We have answers. If you don't find yours, email [email protected].
I am swamped right now. I just don't have the time to fly to an event.
If you are too busy grinding in your business to step back and work on your business, you are exactly who needs to be here. The AI systems and advisory models we teach are designed to buy your time back. If you don't make the time now to adapt, the firms leveraging AI will make you obsolete in three years.
I am not a tech person. I'm not good with AI. Will this go over my head?
Absolutely not. The beauty of modern AI is that it does the heavy lifting for you. You don't need to be a coder or a tech wizard. We are going to show you exact, plug-and-play frameworks. If you can type an email, you can use the AI tools we are going to teach you.
Are the advanced strategies you teach legal and ethical?
100%. We do not operate in gray areas. Every strategy taught by Raul Gomez and our panel of experts is deeply rooted in the current tax code. We are teaching you how to proactively apply the law to your clients' massive advantage, bulletproofing your firm while generating massive tax savings.
Who is this event for?
Tax firm owners, CPAs, enrolled agents, and accounting professionals who are ready to stop competing on price and start building a premium advisory practice. You should have at least one active client you can bring to the Opportunity Map.
Is this just a software pitch?
No. Tax Maverick tools are part of the event, but this is a business growth event. Not a product demo. The focus is on your pricing, your clients, and your revenue.
What counts as a documented opportunity?
A real client situation tied to a real plan, documented before you leave the room.
Are CE credits available?
CE-accredited sessions may be available for Tax Advisory Conference 2026. More details will be shared with registered attendees as they are confirmed.
Is there a no-laptop rule?
During keynotes and main sessions, we encourage presence over note-taking. You will have the Maverick Flight Plan workbook for all exercises. Laptops are welcome during Deal Desk and breakout sessions.
What is the dress code?
Business casual for sessions. The Caesars After Dark Reception is elevated casual, dress to impress.
Is there a virtual option?
No. The Deal Desk, the networking, the Las Vegas experience, none of it works on Zoom. This is an in-person event only.
Where is Tax Advisory Conference being held?
Tax Advisory Conference 2026 will be held at Caesars Palace in Las Vegas, Nevada (3570 S Las Vegas Blvd, Paradise, NV 89109).
We recommend staying on-site at Caesars Palace so you're just steps from every session and networking event. Book your room directly with Caesars Palace. Availability fills up fast for August in Vegas, so reserve early.
Can I bring a team member or partner?
Absolutely. Each attendee needs their own ticket. For multiple team members, email [email protected] for group pricing options.
What if I can't attend after purchasing?
Tickets are transferable to another qualified tax professional. If you need to cancel, please review our Refund and Attendance Policy for full details on cancellation tiers, ticket transfers, and event credits.
When will I get access to the Tax Maverick Events App?
The Tax Maverick Events App is launching in July. Stay tuned for more details! Once it's live, you'll be able to use it to stay connected with the community, access event info, and more. We'll notify you as soon as it's available.
Can I refer others and earn as an affiliate?
Yes! We have an affiliate program you can join. After your purchase, you'll find details on how to sign up and start earning by sharing the event with your network.
What hotels do you recommend for the event?
We recommend staying at Caesars Palace or a nearby property on the Las Vegas Strip for easy access to the event. Please book directly with the hotel to secure your room. We suggest booking early as rooms fill up fast, and don't forget to arrange your flights!
This site is not a part of the Facebook website or Facebook, Inc. Additionally, this site is NOT endorsed by Facebook in any way. FACEBOOK is a trademark of FACEBOOK, Inc.
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.
Tax Advisory Conference is an educational event for tax professionals. Results mentioned are not typical and depend on individual effort, experience, and market conditions. IRS CE credits are subject to session completion requirements.
© 2026 Tax Advisory Conference. All rights reserved