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REGISTRATION CLOSES WHEN TIMER HITS ZERO

A Live Briefing for Established Tax Firm Owners

How Tax Firm Owners Are Transitioning from Compliance to Advisory Without Losing Existing Clients.

The shift from $300 returns to $15,000 advisory engagements doesn't require firing your book, hiring a sales team, or rebuilding your firm from scratch. In 90 minutes, see the exact path firms with $250K–$2M in revenue are using to make the move.

Format: Live Executive Zoom Briefing

Date & Time: Friday at 3:00 PM EST

Hosted by: David A. Perez

Duration: 90 minutes

Strictly limited to 100 Zoom lines for Q&A bandwidth.

How Tax Firm Owners Are Transitioning from Compliance to Advisory Without Losing Existing Clients.

Strictly limited to 100 Zoom lines for Q&A bandwidth.

Format: Live Executive Zoom Briefing

Date & Time: Friday at 3:00 PM EST

Hosted by: David A. Perez

Duration: 90 minutes

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 [Friday, June 26 @ 3 PM EST] . No replay.

FREE training starts in...

Join the LIVE training:

Fri. June 26, 2026 @ 3PM EST

Limited Seats

NO Replay

What We'll Cover In This Masterclass:

Four shifts that separate transition-ready firms from stuck ones.

01

The Relationship Audit

How to identify which of your existing clients are sitting on $10K+ in unrealized advisory revenue, usually 18–22% of any tax book.

02

The Paid Assessment

Replace the free discovery call with a $2,497 Tax Savings Assessment that pre-qualifies, pre-pays, and pre-sells the engagement.

03

The Delivery Engine

How to deliver a $15K strategy plan in under 6 hours of senior time, using AI as leverage, not as a replacement for judgment.

04

The Transition Sequence

The exact 90-day rollout for moving your firm from compliance-led to advisory-led without losing a single existing client.

100 Zoom seats. Once they are gone, they are gone.

Live-Attendee bonus

The Private 1-Page Script

When you show up live and stay until the end of the briefing, I am going to give you my private 1-Page Script. This is the exact word-for-word response my team uses to turn "quick tax questions" sent over text message into highly profitable strategy engagements. You cannot buy this script anywhere — it is yours free just for showing up.

About Your Host

David A. Perez

David spent 13 years trapped in the compliance grind, preparing over 5,000 tax returns a year and missing countless family dinners. After realizing that "volume equals burnout," he completely restructured his business. Today, David is an Enrolled Agent, Best-Selling Author, and the owner of an 8-figure advisory firm. He has helped over 1,200 tax professionals escape the 80-hour workweek by pivoting to the High-Ticket Advisory model.

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.

100 Zoom lines only. Once they are gone, they are gone.

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.

[Friday, June 26 @ 3 PM EST]

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.