ATTENTION TAX PROFESSIONALS, CPAs, EAs, AND BOOKEEPERS!
Make More in One Month Than You Did All Year
Transform your practice without ads or cold calls – just proven strategies
Want to add Tax Advisory as a service, but don’t know where to start?
Overcome these challenges & elevate your practice to new heights!
Overcome these challenges & elevate your practice to new heights!
• Are you struggling with setting your fees and knowing how much to charge?
• Competing on price instead of value is frustrating, and growing your revenue without burning out seems impossible.
• Plus, marketing to attract high-paying clients and integrating new tech feels overwhelming.
REAL RESULTS FROM OUR MEMBERS:
"Started the Tax Advising program about a year ago in May, started really into the program in August.
By the time of May 2024, we'd hit our biggest milestone of a million."
-Jim Clark
"We have a better focus in our business than we did before we join David's team. We know where we're going, we got the steps outlined for us on what we need to do and now we just have to be disciplined to get them done."
- George Leddicotte
Let's change your practice together.
Learn to attract high-value clients and achieve 7-figure successfor your tax practice through our services.
Coaching
Enhances skills, improves practices, and delivers better client services.
Retention
Get 50% more retention on existing clients with our strategic advice meant specifically for tax professionals.
Retention
Get 50% more retention on existing clients with our strategic advice meant specifically for tax professionals.
Stand Out in the Market
Differentiate yourself from competitors with advanced tax planning skills.
Stand Out in the Market
Differentiate yourself from competitors with advanced tax planning skills.
Coaching
Enhances skills, improves practices, and delivers better client services.
Consulting
Keep clients longer with superior service and strategic advice.
Stand Out in the Market
Differentiate yourself from competitors with advanced tax planning skills.
Achieve Financial Freedom
Enjoy freedom with steadier, more predictable income stream.
Leverage Technology
Utilize the best tools and systems to enhance your practice.
Network with Leaders
Connect with industry professionals and build valuable relationships.
Achieve Financial Freedom
Enjoy freedom with steadier, more predictable income stream.
Leverage Technology
Utilize the best tools and systems to enhance your practice.
Network with Leaders
Connect with industry professionals and build valuable relationships.
Can't Wait? Join Our Upcoming Webinar
Unlock our secrets to 7-Figure Success
Unlock our secrets to
7-Figure Success
in Just One Hour!
Discover Proven Strategies
Gain insights into the techniques that helped us build a 7-figure tax planning firm in under 12 months.
Understand Our Approach
Learn how we attract
high-value clients with an average annual fee of $17,534 and get paid upfront.
Get Ready to Transform
Find out how you can replicate our rapid growth and elevate your tax advisory practice.
Discover Proven Strategies
Gain insights into the techniques that helped us build a 7-figure tax planning firm in under 12 months.
Understand Our Approach
Learn how we attract
high-value clients with an average annual fee of $17,534 and get paid upfront.
Get Ready to Transform
Find out how you can replicate our rapid growth and elevate your tax advisory practice.
Learn from Leading Experts in Advisory
George Niño
Chief Operating Officer, Tax Maverick
Daniel Tapia
Head Coach, Tax Maverick
Ruth Creado
Director of Technology
Stephanie Gonzalez
Growth Consultant
Rosie Zuñiga
Head Success Manager
David A. Perez is recognized as a leading Tax Strategist and has shifted his focus from tax preparation to tax advisory, bringing a wealth of experience and success to this specialized field. In 2020, he made the decisive move to concentrate on tax advisory, quickly excelling and generating over a million dollars in twelve months through his innovative advisory system.
Now, David has assembled an amazing team dedicated to empowering tax professionals nationwide and helping them transition from tax preparers to elite tax advisors. Our mission is to equip you with the tools and strategies necessary to elevate your practice, triple your revenue, and provide exceptional value to your clients while achieving greater personal freedom and recognition in our industry.
