Tax Business Owners - Call 956-695-1952

FREE TRAINING FOR TAX BUSINESS OWNERS, EA's & CPA's

You’re doing million-dollar work for hundred-dollar pay. That ends now.

Join our free live webinar to discover how AI-powered tax planning helps you save hours, scale faster, and finally get paid like the expert you are.

Join the LIVE Training [Thursday, March 19 @ 2 PM PST | 4 PM CST | 5 PM EST]

Free training starts in...

Here’s What You’ll Learn

How to ATTRACT & Not Chase High Paying Tax Advisory Clients
The Tax Strategies You Can Use & The Shortcut to New Ones
How to Charge $2,000-$20,000 per Tax Advisory Client

Meet Your Host:

David A. Perez

Meet Your Host:

David A. Perez

17+ years in the tax industry
Over 50,000 returns filed
$10M+ in tax savings delivered to clients
Creator of Tax Maverick, the software transforming how advisors deliver results

Hi, I’m David. I’m a recovering tax preparer who found another way.

I’ve been in the industry for 17 years. I struggled to get clients to pay me what I was worth. I even doubted my own worth.

But I realized that if I wanted the freedom I started my business for, I needed to make more money. The problem was—I didn’t have more hours in the day to work. I needed a way to add more value to clients or find new ones. And I didn’t know how.

In 2020, I accidentally found this thing called tax advisory. I didn’t know what it was. I had no idea how to do it. But I knew instantly—this was the way.

Everything I had done for the last 12 years was right—but it wasn’t getting me to where I wanted to go. I had signed up for a life of freedom. I wanted time off. I wanted to enjoy my life. But I was overworked. I was doing way more than I ever expected—for clients who didn’t value it.

Now I run a 7-figure tax advisory firm.

And I want to show you how I did it.

I want to give you a peek behind the curtain—the exact roadmap I followed to go from overworked preparer to high-paid advisor.

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What You Can Expect From The Training?

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 Complexity: Intimidated by the idea of delivering tax plans or not knowing where to start.
Lack of Confidence in Selling: Hesitant to charge premium prices due to fear of rejection or imposter syndrome.

After Attending the Event

Clarity on High-Value Clients: Understand exactly who your ideal clients are and how to attract them.
Confidence in Offering Advisory Services: Gain a clear framework for delivering tax plans without feeling overwhelmed.
Increased Revenue Potential: Learn how to position yourself for $100K/month by offering strategic advisory services.
A Proven System to Follow: Walk away with a step-by-step blueprint that simplifies your workflow.
Tools for Premium Pricing: Know how to confidently present and charge for your services without hesitation.
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.
Efficiency Through Technology: Get insights on using tools and systems to save time and scale your services.
Immediate Action Steps: Leave with practical, actionable strategies you can implement right away.
Renewed Energy and Focus: Feel empowered and excited about transforming your business and reclaiming your time.

[Thursday, March 19 @ 2 PM PST | 4 PM CST | 5 PM EST]

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 nex