Place a $500 deposit today to secure the event-special base investment, reserve your TAAP enrollment position, and give your firm until October 23rd to complete enrollment.
Available only to qualified attendees who place the deposit during the event.
Step-by-step system to run consultations, present strategy, and close high-value advisory clients consistently.
Structure, price, and present your advisory offer so clients understand the value and say yes.
Identify, attract, and filter the right clients; only speak with people ready to buy.
A dedicated expert guides your decisions, reviews your numbers, and keeps you executing at every stage.
3 live sessions weekly + 5-day community access
Strategy, sales, leadership, and mindset
Live Q&A + guest experts
Direct access to the CEO every week
Advanced tax strategies for real clients
Live software use cases
Get answers on what you’re working on now
What’s working right now in marketing
How to attract qualified advisory clients
No fluff, no recycled strategies
Direct access to the advanced strategy team for real client situations. Unlimited platform features, priority support, and first access to every new release.
Run the full consultation and results presentation live with a TAAP team member before your first real prospect. Handle the silence, the pushback, the pricing; before it costs you anything.
The exact outreach sequences, messaging frameworks, and channel strategies used to attract business owners with real tax liability.
Your coach builds a personal 90-day plan in week one; your numbers, your client base, your pricing. Clear 30-, 60-, and 90-day targets so you start with direction, not guesswork.
Caesars Palace, Aug. 25-27, 2026. Include Mike Michalowicz keynote callout.
TAAP is a six-month program that installs advisory in your firm: the method, marketing, software, and people to help you deliver it.
A four-stage process for guiding prospects through the advisory client journey.
A step-by-step plan to fill your calendar with consultations, starting with the clients you already have.
Built to help you enroll and fulfill your tax advisory clients.
Get help from senior tax strategists, whether you need to understand a strategy or help presenting it to your client.
Get consistent guidance and a direct line of communication as you build advisory into your firm.
Join the TAAP community on Slack and get support through weekly calls with the team.
73% of attendees land their first client before the week ends. Join live small-group trainings on creating a tax assessment, building your annual program, fulfilling and delivering it, landing your first or next advisory client in three days, and setting goals.
Bring up to two team members into the program, community, Slack, weekly calls, and Tax Maverick. Your team learns the system alongside you.
One ticket to the December event in Texas, focused on:
Your TAAP Investment
A complete program to install the method, marketing, software, and support in your firm.
TAAP is designed to help your firm:
The guarantee requires full participation, including working with your Success Coach, attending required sessions, following the system, and completing the required implementation.
To equip you with the exact tools, strategies, and playbooks we’ve used to scale our tax planning business past six figures a month, so you can do the same. It’s about giving you a clear, proven path to grow your income, impact, and confidence as an elite advisor.
This is a full-scale, 6-month experience designed to deliver lasting transformation. You’ll have ample time to master high-level strategies, apply them in real time, and see measurable results, all while getting continuous support every step of the way.
Enrolling is easy. First, place your deposit to secure your spot. On the next page, you’ll be able to select your preferred payment option and complete your enrollment. If you have any questions, our team will reach out to you directly to help.
Hesitation has a cost. Every month you delay could mean leaving thousands on the table. If you’re aiming for serious income growth, like $100K per month, this program is designed to show you how to get there faster. And with our results-backed refund policy, your investment is protected. Take the leap. We’re confident it’ll pay off.
You’ll gain access to the same high-impact tools and resources we actively use in today’s tax planning landscape—proven assets that drive real results, boost efficiency, and keep you ahead of the curve.
We’ve built this program to create real, measurable results—and we stand by it. But if you put in the work and still don’t see the impact, you’re protected by our money-back guarantee*. Your success is our priority, and we’ve removed the risk so you can move forward with confidence.
Absolutely. Flexible payment options are available. Simply place your deposit to secure your spot, and on the next page, you’ll be able to select the payment option that works best for you. If you have any questions or need assistance, one of our Coaches will reach out to help.
Yes! The program is designed to deliver powerful results whether you’re just starting out or already experienced. While we focus on advanced strategies that drive real impact, having a basic understanding of tax filing or bookkeeping ensures you can hit the ground running and start applying what you learn right away for tangible outcomes.
Enrollment closes on October 23 at 11:59 PM CST, so be sure to secure your spot before registration officially ends.
Yes. You get 6 months of Tax Maverick Elite as a bonus when you join the Tax Advisor Accelerator Program.
