Join the 5 Days to 5k Challenge!
Monday, June 23rd–Friday, June 27th, 2025,11 am CST, 1 hr each day
Ready to stop chasing broke clients? Here's how to start booking the ones who pay.
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INTRODUCING
The 5 Days to $5K Challenge
For tax professionals who are sick of working for free, done with broke clients who won't pay, and really (really) ready to get paid what they’re worth.
Get your first (or next) $5k client.
5 days, just 1 hour per day,
Starts Monday, June 23, 2025
HANDS DOWN:
Tax Advisory Is the Future of This Industry
And let's be real. It’s the only way to get paid what you’re actually worth
If you’re like most tax professionals, you’re:
Drowning in low-paying clients who expect the world for FREE
Hustling 12+ hour days during tax season—and scrambling the rest of the year
Quietly wondering, “Is this really it? Is this all I get for working this hard?”
It’s not your fault.
You were trained to follow a broken model that normalizes working more, NOT earning more.
The tax pros who are thriving are offering advisory services and…
Charging $5K+ per client…
Getting paid before they even start the work…
And spending more time with their families instead of drowning in returns.
You can finally stop guessing what to charge, what to say, or how to find better clients.
The 5 Days to $5K Challenge gives you the exact process to start working with better clients, charge what you’re worth, and finally have the time you want for yourself and your family.
“But Is the
5 Days to $5K Challenge
Right for Me?”
Short answer?
YES—especially if you’re exhausted, underpaid, and realizing this isn't what you signed up for.
You’ll get the most out of this if:
You’re a tax pro or advisor tired of chasing low-paying clients who expect advice for free.
You know you need higher-paying clients, but don't know where to find them.
You’ve helped clients for free, and now it feels awkward to ask for money.
You’re great at what you do… but you’re still stuck in a cycle of burnout and busywork.
You’re ready to be seen as a trusted expert, not just someone's “tax person.”
You know there’s more money to be made; you just don't know how to get it.
If you nodded or said 'yes' to any of the above, then YES! The 5 Days to $5k Challenge was designed just for you even if you’ve never charged for advice before.
A Letter from David A. Perez
Creator of the 5 Days to $5K Challenge
Dear freedom seeker.
If you’re a tax pro who’s been giving away way too much for free and wondering if there’s a better way... this challenge is for you.
I’ve spent the last decade building one of the top tax advisory firms in the country—and I’ll be honest: I used to be just like most tax pros today.
Filing returns. Answering questions for free. Hustling every tax season just so you can survive the rest of the year.
Then something changed.
A client paid me $1,500 before I did any work. For the first time, I realized what was possible when you stop giving away your advice for free... and start treating it like the high-value asset it is.
That single moment kicked off a journey that led to the development of a repeatable, proven system we now teach to thousands of tax pros across the country.
And right now, I'm inviting you to join our challenge and learn that system for yourself.
This challenge is about more than landing one $5K client.
It’s about finally seeing the value of what you do.
It’s about building a business that respects your time.
It’s about saying no to clients who drain you, and yes to those who will actually pay you what you’re worth.
Over 5 days, in just one hour a day, you’ll get the exact steps I teach my private clients, down to the message templates, the pricing structure, and how to confidently book calls that get results.
No fluff. No nonsense. There's no time for that.
If you're tired of feeling underpaid, overworked, and unsure of what to do next...
This is your moment
Let’s fix this together.
— David A. Perez
Creator of the 5 Days to $5K Challenge
Join David A. Perez for the
5 Days to $5K Challenge
Monday, June 23rd–Friday, June 27th, 2025 • 1hr only, 11 am CST daily
When you say “yes” and join this FREE challenge, we’ll show you, in just 1 hour a day for 5 days, how to get your first (or next) $5,000 tax planning client using a process that’s simple, repeatable, and doesn’t require being pushy or salesy.
Here’s What You’ll Learn During the 5 Days to $5k Challenge:
DAY 1
Your First $5K Client Is Closer
Than You Think
You’ll learn how to identify the hidden goldmine in your existing network and learn how to identify the clients you should talk to first, who are most ready to say yes.
DAY 2
Know What to Say
(Without Feeling Awkward)
We’ll hand you proven, exact word-for-word email and DM scripts that start conversations naturally and make people curious to hear more…and without sounding "salesy."
DAY 3
Book the Discovery Call
Once you've got their attention, we'll show you how to convert that curiosity into booked calls with the prospects you identified on day 1, who are ready to listen and commit.
DAY 4
Make Your $5K Offer Feel
Like a No-Brainer
We'll help you build, price, and present your tax planning offer, authentically and with confidence, in a way that showcases its value.
DAY 5
Close the deal and get paid
We'll show you how to guide your prospect to a decision they feel confident in making, and how to collect payment then and there. Then, we'll set you on a path to go out and get more leads and repeat the entire process.
One hour a day. Five days. Let’s go get you paid.
If you’ve been stuck with low-paying clients, working crazy hours, and wondering if there’s a better way, there is and this is it.
But Hurry! The Challenge Is Starting Soon…
We’ll all be together starting Monday, June 23rd, 2025. Which means you need to save your seat now to make sure you don’t miss it.
Who’s Running This Challenge?
DAVID A. PEREZ
I’ve spent the last 18 years in the tax industry building, scaling, and eventually burning out. You see, I owned one of the largest tax prep firms in the country. At one point, I had 15 offices, hundreds of employees, and over 4,000 tax clients.
But here’s what no one tells you: more clients don’t mean more freedom. It just means more stress.
Everything changed during the pandemic. Out of necessity, I started looking for clients online—and what I found shocked me.
These weren’t just any clients—they were high-income earners, investors, and business owners with massive tax problems, far bigger than anything I’d seen from my mostly broke prep clients. I began helping them reduce their tax burdens significantly, and for the first time in my career, I was earning more per client than I ever thought possible.
That’s when it hit me: high-paying clients aren’t limited to your ZIP code. They’re everywhere.
My first year doing tax advisory full-time, I made over $1 million, with just 83 clients. It had taken me 4,000 tax prep clients to get to a million before.
I’ve spent the last 18 years in the tax industry building, scaling, and eventually burning out. You see, I owned one of the largest tax prep firms in the country. At one point, I had 15 offices, hundreds of employees, and over 4,000 tax clients.
But here’s what no one tells you: more clients don’t mean more freedom. It just means more stress.
Everything changed during the pandemic. Out of necessity, I started looking for clients online—and what I found shocked me.
These weren’t just any clients—they were high-income earners, investors, and business owners with massive tax problems, far bigger than anything I’d seen from my mostly broke prep clients. I began helping them reduce their tax burdens significantly, and for the first time in my career, I was earning more per client than I ever thought possible.
That’s when it hit me: high-paying clients aren’t limited to your ZIP code. They’re everywhere.
My first year doing tax advisory full-time, I made over $1 million, with just 83 clients. It had taken me 4,000 tax prep clients to get to a million before.
Here’s What People Are Saying about Learning from us!
"David and his team are indeed Masters in the craft… If you are going to highjack someone's acquired wisdom, make sure the person you are highjacking is a shark in the field and David Perez and his team is nothing but an academy of sharks.”
— Elvira Gill
“Their professionalism, positive attitude, and unwavering willingness to assist go far beyond expectations. They genuinely care and consistently go the extra mile.”
– Cordelia Ekwueme
“They took the time to understand my unique situation and provided tailored advice... Their proactive approach and clear explanations made everything much easier to navigate.”
– Parmod Budhwar
“The team is sharp, responsive, and invested in helping you win.”
– Quincy C. Culver
“Working with David and his amazing team is the best thing I have ever done!”
– Victoria Moore
“The support has been top-notch, and I feel confident and well taken care of every step of the way.”
– Luisa Nunez
There’s a Business (and a Life) You’ve Been Wishing You Had.
Less grind. More freedom. Fewer clients who happily pay thousands for your expertise.
It’s Time to Stop Settling & Start Building That Business.
I’ll Show You How to Get Started in Just 5 Days.
Join the 5 Days to $5K Challenge Now!
Ready to Stop Guessing How to Get Better Clients and Learn Exactly How to Do it?
HERE’S WHAT YOU CAN EXPECT
from the 5 Days to $5K Challenge
BEFORE the Challenge
Frustrated that you're not making the money you'd like to be making.
The way things are now the only way to earn more is to work more
Surrounded by broke, high-drama clients who text at all hours.
You’ve been giving advice away for free so long, charging for it now just feels... impossible.
You don’t know where better clients are (or if they even exist).
You’ve thought about raising your prices, but you have no idea how.
You’d love to take your family on a real vacation, but you’re broke and can’t step away without everything falling apart.
AFTER the Challenge
You know who to reach out to and exactly what to say.
You’re having real conversations that lead to real clients (and real money).
Charging $5K feels normal (because you’ve already done it).
No more giving away free advice just to feel helpful.
You’ve built a repeatable system to get high-value advisory clients.
Your calendar’s filling up with the right clients.
You’re finally earning what your work and your life are worth.
Here’s Everything You Get
WHEN YOU JOIN THE
5 Days to $5K Challenge
A clear list of real people you already know who could become your first (or next) $5K client, without posting on social or buying ads.
The exact words to say to spark interest and book a call—without sounding salesy, weird, or desperate.
A simple process to get someone on a call, lead the conversation with confidence, and avoid saying the wrong things.
A framework to structure and price your service so you never feel awkward talking about money again (yes, even if you’ve been giving advice away for years).
Real strategies to close the deal and collect payment before the work begins—no more chasing invoices or doing favors.
Confidence. Clarity. And finally, a way forward.
Normally: $1,997
TODAY's PRICE: 100% FREE
What:
5-Day Virtual Event: The 5 Days to $5k Challenge
When:
Monday through Friday
June 23 - June 27,
Starts at 11am CST Daily
Why:
So you can stop giving away free advice, start getting paid what you're worth, and finally build a business that funds your life, instead of running it
Common Questions About the 5 Days to $5k Challenge
Click any of the questions to see the answer
Who is this challenge for?
This challenge is for tax professionals, EAs, CPAs, or advisors who want to offer (or are already offering) tax planning services — but haven’t consistently landed high-ticket clients. Whether you’re trying to land your first $5K client or your next, this challenge is designed to help you close with confidence.
I’ve already offered tax planning before — will this still help me?
Absolutely. In fact, this challenge is perfect for you. If you’ve pitched tax planning but struggled to get people to say yes, we’ll help you refine your positioning, pricing, and pitch so your offer finally clicks — and converts.
What if I’m brand new to tax planning?
No problem! We’ll guide you through the foundational steps to package your first offer — so even if you’ve never sold a plan before, you’ll walk away with a clear, confident strategy to land your first $5K client.
What makes this different from other trainings or webinars?
This is not theory or fluff. You’ll get real-world strategies, clear scripts, and actionable steps that you can use immediately — all packed into a short, powerful challenge format. If you’ve ever said, “I just need someone to show me how to close” — this is that moment.
How long is the challenge each day?
Just 1 hour per day, for 5 days straight. You can do this even if you're busy during tax season — we go deep without dragging it out.
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 for our VIP seats. Make sure you’re registered so we can send them to your inbox.
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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.