Caesars Palace · Las Vegas · Aug 25–27, 2026
Equip Your Clients With the MOST ADVANCED Tax-Saving Strategies of 2026 (Before Other Firms Even Know They Exist!)
Join us in Las Vegas for the #1 tactical tax advisory conference in the U.S…
…and get the elite strategies, vetted providers, pricing models, & advisory systems you need before Q4 starts closing in.
Once they’re gone, they’re gone
Caesars Palace · Las Vegas · Aug 25–27, 2026
Equip Your Clients With the MOST ADVANCED Tax-Saving Strategies of 2026 (Before Other Firms Even Know They Exist!)
Join us in Las Vegas for the #1 tactical tax advisory conference in the U.S…
…and get the elite strategies, vetted providers, pricing models, & advisory systems you need before Q4 starts closing in.
Once they’re gone, they’re gone
1,000 +
Tax Pros in the Maverick Community
$100K–$1M
Strategy Revenue Milestones Recognized
LIVE
Mike Michalowicz Keynote
What if I Told You
You’re Just One Conference Away
From Your BIGGEST Advisory Year Yet?
Attention CPAs, EAs, Tax Pros, & TAAP Members Ready to Dominate Q4!
What if the only thing standing between the firm you have today…
And the firm you're capable of building this year…
Wasn't more effort?
Wasn't more clients?
Wasn't another year of doing it the way you're doing it now?
It was EXPOSURE to what you haven't seen yet.
The strategies most firms won’t catch onto until it’s too late…
The pricing models actually working in 2026…
And the provider relationships that help you bring 6 & 7-figure wins to your clients before year-end.
Last year alone, these strategies, coaching, and connections helped:
- 1,200+ firms scale their advisory practice
- Save their clients over $1 BILLION in taxes
- Turn that value into MILLIONS in advisory revenue for themselves
So that leads us to one important question...
How Much BIGGER Could Your Firm Get…
If You Had Exclusive Access to the Elite Tax-Saving Strategies Before Everyone Else?
Roth Conversions • Equipment Leasing • Cost Segregation
Oil & Gas Investments • Real Estate Strategies • Equipment-Based Tax Strategies
The Firms Leading in 2026 Won't Have the Most Clients.
They'll Have the BEST Strategies.
Your clients aren’t looking for another year-end checklist.
They’re asking bigger questions like…
“How did my friend save six figures with a strategy I’ve never even heard of?”
“What is my advisor not seeing?”
“What should we be doing before year-end?”
“Is my firm really showing me every option on the table?”
And that last question matters most.
Because at some point, your clients will decide whether you are the advisor who can grow with them… Or the advisor they eventually outgrow..
That’s the line separating the advisors who scale from the ones who stay stuck… even when they’re capable of doubling, tripling, or 10x’ing their firm.
And that’s exactly the edge Tax Advisory Conference 2026 gives you.
Advanced strategies most firms haven’t seen yet
Provider relationships your clients need before Q4 closes
Coaching on what to offer, who to offer it to, and how to position it
Conversations with the people shaping the next wave of advisory
You won’t leave Vegas with another notebook full of ideas.
You’ll leave with strategies you can sell, partners who can help you deliver, and a clear plan to make Q4 your biggest advisory season yet.
Because if your clients are ready for more…
You need to be ready with better.
And if you’re ready to become the advisor your clients can’t replace…
Tax Advisory Conference 2026 Was Built for You.
Introducing
Tax Advisory Conference 2026
Walk Out of Vegas With the Same Strategies That Helped 1,200+ Firms Save Their Clients $1 BILLION Last Year!
01
Bring clients elite tax-saving strategies
most firms don’t even know exist
02
Know exactly who to call, what to offer, and how to move
before Q4 closes
03
Meet the vetted providers
behind Roth conversions, cost segregation, oil and gas, real estate, equipment-based strategies, and more
04
Use technology, partners, and systems
to uncover hidden savings faster
05
Turn your current client list
into premium advisory opportunities before year-end
06
Price with confidence
and get paid for the value you create
07
Build a Q4 playbook
that gets clients moving before it’s too late
08
Connect with serious tax pros, firm owners, providers, and advisory leaders
playing at the next level
Take Your Advisory Firm to the Next Level
This August 25-27, 2026!
Q4 DOESN'T START
IN OCTOBER. IT
STARTS NOW.
By October, your clients are already asking what they can still do before year-end.
That means August is your window to get the right strategies, providers, and plan in place.
Show up prepared, and Q4 becomes your biggest advisory opportunity. Wait too long, and other firms will be having the conversations you should have owned.
Your window
Lock in strategies, providers, and the plan you'll deploy.
Clients start asking
“What can I still do before year-end?”, you better have an answer.
Q4 closes
Firms that prepped in August own the conversations. The rest scramble.
meet your host
Hi, My Name is David A. Perez
I know you’re not here because you need another tax conference.
You’re here because you know there’s another level to advisory.
You’ve built trust with your clients. You’ve put in the years. You’ve done the kind of work most tax pros never attempt.
But getting to that next level takes more than doing what got you here.
It takes a different set of strategies.
A different level of coaching.
A different caliber of operator next to you.
Over the last 18 years, I built an 8-figure tax firm where 85% of the revenue comes from advisory, not compliance…
I filed 50,000+ returns and saved my clients $939 million in taxes getting there…
And I learned the one thing nobody told me at the start: you don't grow alone.
You grow in the right rooms, with the right people, getting the right coaching at the right time.
And it's not just me.
Last year, the strategies and coaching shared at this event helped 1,200+ firms save their clients over $1 BILLION in taxes and turn that value into millions in advisory revenue for themselves.
That's why I'm putting all of it on one stage in Las Vegas.
For 3 days at Tax Advisory Conference 2026, you’ll get the strategies, coaching, partners, and operating systems helping modern advisory firms pull ahead before the rest of the market catches up.
This is the one time a year I get to be in the room with all of you. Don't make me do it without you.
Look, your next level really is one conference away. The question is whether you're going to be in the room when it happens.
Grab your seat before we sell out. See you in Vegas!
- David
• VIP Day · Aug 27 · The Keynote
Mike Michalowicz
Author of Profit First, Clockwork, The Pumpkin Plan, and All In.
Mike is the entrepreneur behind three multimillion-dollar companies and a former WSJ small-business columnist. He travels the globe as an entrepreneurial advocate.
SESSION
The Pumpkin Plan: A Simple Strategy to Grow a Remarkable Business in Any Field
The maverick leadership team
David A. Perez
Architect of the Maverick Movement
Moves you from order-taker to high-value expert. Doesn't teach theory — re-wires your identity so you can charge what you are worth.
Stacey Barnes
Industry Veteran & Event MC
Has coached hundreds of firm owners. Knows exactly where you are stuck and won't let you stay there. Keeps the room moving.
George Niño
Innovation Lead
The brain behind our AI tools. His live reveal shows how to surface hidden money inside your existing client list — right now.
Daniel Tapia
Activation Lead
Turns ideas into money. Leads the Q4 Marketing Blitz so you leave with a plan you can use the day you get home.
You Already Have the Foundation.
Now Sharpen the System That Takes You to the Next Level.
Every scaling advisory firm runs on the same three pillars.
Sharpen them and your firm grows. Neglect them and you plateau.
For 3 days in Vegas, we're sharpening all three.
Pillar I
Strategy, Sales & Pricing
Get the advanced strategies and coaching that turn good engagements into great ones.
Advanced strategies the rest of the industry hasn't caught onto yet
A diagnostic process that creates urgency and closes faster
Pricing models built for premium, year-round engagements
Scripts and proposals that help you collect upfront, every time
Pillar II
Marketing & Lead Generation
Get coached on what's working RIGHT NOW to attract premium advisory clients.
The buyer profile actually paying premium fees in 2026
Messaging upgrades that separate you from the noise
Paid ads, cold email, outbound, and referral systems built for advisory
Live funnel teardowns from firms scaling advisory right now
II
$250,000
Strategist
Pillar III
Technology, Delivery & Scale
Plug into the tech, partners, and delivery systems behind every scaling firm.
The CRM, tools, and workflows powering top firms in our community
Partners who help you implement while you stay in your zone
Delivery systems that drive renewals, referrals, and retention
A kickoff party and Vegas gala built for real connection
Featured Speakers
Learn From the People Shaping the Future of Tax Advisory.
David A. Perez
Founder & CEO of Tax Maverick AI | Enrolled Agent | 8-Figure Tax Firm Owner
David built Tax Maverick AI and an eight-figure advisory firm after 18 years in tax and 50,000+ returns filed.
At the conference, David will show you how to move from order-taker to high-value advisor with stronger positioning, pricing, and systems.
Stacey Barnes
Industry Veteran | Event MC | Firm Owner Coach
Stacey has coached hundreds of firm owners through the move from compliance to advisory.
At the conference, Stacey will keep the room focused on execution so you leave with a plan you can actually use.
Raul Gomez
Senior Tax Strategist | Financial Advisor | $900M+ in Client Tax Savings
Raul has helped clients save over $900 million in taxes in the last 12 months.
At the conference, Raul will show how to position advanced strategies so high-value clients understand the opportunity and say yes.
Mike Michalowicz
Author of Profit First
Mike is the creator of Profit First and author of Clockwork, Fix This Next, Get Different, and The Pumpkin Plan.
At the conference, Mike will show tax firm owners how to build profit-first systems, improve cash flow, and create a business that actually works.
George Niño
Architect & Strategist Behind Tax Maverick AI
George is the architect behind Tax Maverick AI, the world’s most powerful AI-driven tax strategy software.
At the conference, George will reveal how to use AI to find hidden advisory opportunities inside your current client list.
Daniel Tapia
Business Growth Strategist | $4M+ Spent in Advisory Marketing
Daniel has spent over $4 million marketing advisory offers.
At the conference, Daniel will break down the campaigns, offers, and follow-up that turn attention into advisory revenue.
• VIP Day · Aug 27 · The Keynote
Mike Michalowicz
Author of Profit First, Clockwork, The Pumpkin Plan, and All In.
Mike is the entrepreneur behind three multimillion-dollar companies and a former WSJ small-business columnist. He travels the globe as an entrepreneurial advocate.
SESSION
The Pumpkin Plan: A Simple Strategy to Grow a Remarkable Business in Any Field
The maverick leadership team
David A. Perez
Architect of the Maverick Movement
Moves you from order-taker to high-value expert. Doesn't teach theory — re-wires your identity so you can charge what you are worth.
Stacey Barnes
Industry Veteran & Event MC
Has coached hundreds of firm owners. Knows exactly where you are stuck and won't let you stay there. Keeps the room moving.
George Niño
Innovation Lead
The brain behind our AI tools. His live reveal shows how to surface hidden money inside your existing client list — right now.
Daniel Tapia
Activation Lead
Turns ideas into money. Leads the Q4 Marketing Blitz so you leave with a plan you can use the day you get home.
The schedule
The 3-Day Blueprint to Master the Industry's Most Guarded Tax Strategies
THE DEATH OF THE GENERALIST
THE REVENUE ENGINE
VIP DAY
THE VENUE:
Caesars Palace · Las Vegas, NV
The Venue
Grand scale. Roman-inspired luxury. Spotlight energy. Marble, momentum, and the kind of room that makes you think bigger.
The Night
Private Caesars After Dark Reception. Elevated networking. Open bar. The conversations that change your trajectory don't happen on Zoom.
The Room
200+ tax professionals who are done playing small. The proximity to this network alone is worth the ticket price.
Stay on-site at Caesars Palace.
Steps from every session and networking event. Vegas in August fills fast — book early.
The Room
Remembers.
Quiet rooms. Loud decisions. Real attendees.
STEP INTO THE ONLY TAX
ADVISORY CONFERENCE BUILT
EXCLUSIVELY ON ADVANCED STRATEGIES
If you want to sit in a freezing hotel ballroom listening to another snooze-fest on IRS codes, compliance rules, and new tax forms — do yourself a favor and stay home.
You already know tax. You already know basic advisory. That is basic-level thinking, and it’s exactly why most accountants plateau.
To break past that, what you need is the EDGE. And that's exactly what this event is built for.
This is the ONLY event in the industry built 100% around Advanced Tax Strategies. We aren't here to teach you generic advisory theory. We are here to hand you the exact playbook we use to dominate the space.
At this event, we are bringing our network to you.
👉 You will get face-to-face with the actual tax strategy providers we personally partner with.
👉 You will walk away knowing the newest, elite-level tax strategies we deploy in our own firm right now to drive massive ROI for high-net-worth clients.
WHEN YOU STOP PLAYING SMALL AND ARM YOURSELF WITH THESE ADVANCED STRATEGIES, YOU:
Your firm: Land higher-value engagements because you possess elite solutions your competitors don't even know exist.
Premium fees: Charge high-ticket prices with absolute certainty and zero pushback.
Your revenue ceiling: Build a predictable, compounding, and highly lucrative advisory business.
Your clients: Become the untouchable #1 advisor your clients simply cannot replace.
If you are ready to leave basic advisory behind and step into the advanced tier, there is only one room you need to be in.
What you walk out with.
You do not leave with a notebook full of ideas. You leave with tools you can use Monday morning.
Physical Asset: Maverick Flight Plan Workbook: Not a notepad. A structured deployment guide. Every exercise completed. One documented $10k+ opportunity inside.
What You Take Home
01
Your Documented $10K+ Opportunity
Found and documented before you leave the room.
02
A Clear Plan to Close It
Step-by-step. Not just a concept.
03
Packaging + Pricing Scripts
Word-for-word frameworks you can use with clients.
04
Q4 Demand Plan
A marketing plan you can launch Monday morning.
05
Strategy Partner Connections
Real relationships with vetted partners from the Deal Desk.
06
Maverick Flight Plan Workbook
Your hardbound guide through the event and beyond.
07
AI Tools Through Tax Maverick
The tools that find hidden money in your client list.
IS TAX ADVISORY CONFERENCE 2026 FOR YOU?
Let me save you some time.
You're hoping to walk into Caesars Palace, sit in the back row, grab some CE credits, and head home unchanged.
No hard feelings, there are hundreds of CE seminars that'll give you exactly what you're looking for.
TAX PROFESSIONALS, FIRM OWNERS, CPAS, EAS,
AND ADVISORY LEADERS READY TO PLAY BIGGER.
The one ready for the next level.
The one who's already in the game and ready to play bigger.
The one who's tired of plateauing and ready to break through.
The one who knows the next breakthrough doesn't happen alone, it happens in the right room, with the right coaching, alongside the right operators.
They want to be with their people.
If that's you, keep reading.
THIS ISN'T A TAX PREP
CONFERENCE. IT'S A TAX
ADVISORY CONFERENCE.
You won't sit through another breakdown of the IRS code.
You won't review new forms, new deadlines, or new
compliance rules.
You already know tax. You already know advisory.
That's not the gap.
What we're sharpening is the next level. The advanced
strategies, the deeper coaching, the partnerships, and the
systems that take you from "doing advisory" to dominating advisory.
They're the ones positioned to lead.
WHEN YOU GET IT RIGHT, YOU:
Plateauing at your current ceiling
Bigger, higher-value advisory engagements
Premium fees with total confidence
Year-round recurring revenue that compounds
The #1 trusted advisor your clients can't replace
That's what we're building over 3 days in Vegas. If you're still here, you already know which side of that line you're on.
The only question left is whether you'll be in the room in August.
Know before you go.
This is built for you if...
- ✔ You want to get paid for the results you create.
- ✔ You sell strategy, not just compliance.
- ✔ You are ready to charge for advisory work.
- ✔ You make decisions now. You do not wait.
It is not for you if...
- ✖ You want passive CPE lectures.
- ✖ You refuse to sell strategy.
- ✖ You are committed to compliance only.
- ✖ You plan to sit in the back and think about it later.
You belong here.
Don't just take my word for it.
Hear from the members who walked in doing advisory and walked out dominating it.
– Janine
– John
– Kevin
- Isaac
- Azja
– Kyle
- Pam
- Maribel
– Tammy
Registration
Lock In Your Seat Before the Doors Close!
Caesars Palace · Las Vegas · August 25–27, 2026
secure checkout
Maverick Admission
$1,997
$997 one-time
What's Included:
2-Day Activation (Aug. 25–26)
Maverick Awards Ceremony
Private Caesars After Dark Reception
IRS CE Credits
5-Figure ROI Guarantee
Maverick Flight Plan Workbook
Strategy Deal Desk Access
Questions answered
Frequently
Asked
Questions
Frequently Asked Questions
We have answers. If you don't find yours, email [email protected].
Who is this event for?
Tax firm owners, CPAs, enrolled agents, and accounting professionals who are ready to stop competing on price and start building a premium advisory practice. You should have at least one active client you can bring to the Opportunity Map.
Is this just a software pitch?
No. Tax Maverick tools are part of the event, but this is a business growth event. Not a product demo. The focus is on your pricing, your clients, and your revenue.
What counts as a documented opportunity?
A real client situation tied to a real plan, documented before you leave the room.
Are CE credits available?
CE-accredited sessions may be available for Tax Advisory Conference 2026. More details will be shared with registered attendees as they are confirmed.
Is there a no-laptop rule?
During keynotes and main sessions, we encourage presence over note-taking. You will have the Maverick Flight Plan workbook for all exercises. Laptops are welcome during Deal Desk and breakout sessions.
What is the dress code?
Business casual for sessions. The Caesars After Dark Reception is elevated casual, dress to impress.
Is there a virtual option?
No. The Deal Desk, the networking, the Las Vegas experience, none of it works on Zoom. This is an in-person event only.
Where is Tax Advisory Conference being held?
Tax Advisory Conference 2026 will be held at Caesars Palace in Las Vegas, Nevada (3570 S Las Vegas Blvd, Paradise, NV 89109).
We recommend staying on-site at Caesars Palace so you're just steps from every session and networking event. Book your room directly with Caesars Palace. Availability fills up fast for August in Vegas, so reserve early.
Can I bring a team member or partner?
Absolutely. Each attendee needs their own ticket. For multiple team members, email [email protected] for group pricing options.
What if I can't attend after purchasing?
Tickets are transferable to another qualified tax professional. If you need to cancel, please review our Refund and Attendance Policy for full details on cancellation tiers, ticket transfers, and event credits.
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.
Tax Advisory Conference is an educational event for tax professionals. Results mentioned are not typical and depend on individual effort, experience, and market conditions. IRS CE credits are subject to session completion requirements.
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