Secure Your $5,000 Tax Advisory Conference Event Special
Secure Your $5,000 Tax Advisory Conference Event Special
Build the Advisory First Firm Around Your Best Clients
Build the Advisory First Firm Around Your Best Clients
Place a $500 deposit today to secure the Tax Advisory Conference event-special base investment, reserve your TAAP enrollment position, and give your firm until August 31 to complete enrollment.
Available only to qualified Tax Advisory Conference attendees who place the deposit during the event.
EVERYTHING YOU GET
when you secure your spot today
The C.A.R.E. Advisory System ($33,000 value)
A four-stage process (Consultation, Assessment, Results, Execution) with the scripts to set your $2,500 assessment fee and close $15K to $30K annual programs.
Current Client Conversion System ($10,000 value)
Current Client Conversion System
($10,000 value)
The exact conversation sequence and fee bridge for turning the compliance clients already on your roster into high-paying advisory engagements.
Client Acquisition System ($12,000 value)
Three channels (organic, paid, referral) with templates and a qualification step that filters prospects before they ever hit your calendar.
Your Dedicated Coach ($12,000 value)
One coach assigned day one who reviews your pricing, holds you to your goals, and runs daily office hours.
Bring Up to 2 Team Members ($10,000 value)
Your associate or ops lead gets the same full access, so the whole practice learns the system at once and you never have to translate it back at the office.
Personal 90-Day Practice Plan ($5,000 value)
A custom plan built with you in week one, mapping your real revenue numbers and client list to 30, 60, and 90-day targets.
LIVE
The TAAP Inner Circle ($15,000 value)
Three live one-hour sessions weekly (strategy, implementation, marketing) plus a private community of advisors for daily collaboration.
MONDAY: MAVERICK SESSION (DAVID A. PEREz)
• Strategy, sales, leadership, and mindset
• Live Q&A + guest experts
• Direct access to the CEO every week
wednesday: strategy & software lab
(George & raul)
• Advanced tax strategies for real clients
• Live software use cases
• Get answers on what you're working on now
friDAY: the marketing edge (DAn tapia)
• What's happening right now in marketing
• How to attract qualified advisory clients
• No fluff, no recycled strategies
FAST ACTION BONUS
Certified Maverick Tax Strategist
*Limited to the First 10 Enrollments
Exclusive Tax Maverick Swag
*Limited Quantity. Available While Supplies Last.
Standard TAAP Investment
$24,998
$500
Deposit Due Today
What Your $500 Deposit Secures
Locks the $19,998 event-special base investment
Preserves the $5,000 reduction from the standard investment
Reserves your TAAP enrollment position
Is credited toward your enrollment
Allows you to select the payment schedule that best fits your firm
Bonus 3:
Tax Advisory Conference 2026 ticket ($1,997 value)
WHEN YOU SECURE YOUR
SPOT TODAY
Find and Convert
- CARE Client Journey
- Current Client Conversion System
- Client Acquisition System
Deliver and Execute
- Tax Maverick Elite
- Tax Strategy Support
- TAAP Inner Circle
Build Advisory First Into Your Firm
- 2 Team Members
- Advisory First Firm 90 Day Plan
- Dedicated Success Coach
YOUR TAX ADVISORY
CONFERENCE ADVANTAGES
Q4 Summit Ticket
One ticket to the December event in Texas, focused on:
Certified Maverick Certification Course
Included for the first 20 qualified enrollments, subject to availability and complete enrollment terms.
1-on-1 With David
Included for the first five firms that complete paid-in-full enrollment, subject to availability.
Standard TAAP Investment
$24,998
$500
Deposit Due Today
What Your $500 Deposit Secures
Locks the $19,998 event-special base investment
Preserves the $5,000 reduction from the standard investment
Reserves your TAAP enrollment position
Is credited toward your enrollment
Allows you to select the payment schedule that best fits your firm
Bonus 3:
Tax Advisory Conference 2026 ticket ($1,997 value)
The Outcome
TAAP is designed to help your firm:
Guarantee Summary
The guarantee requires full participation, including working with your Success Coach, attending required sessions, following the system, and completing the required implementation.
For those who secure their spot today only
LIMITED SPOTS AVAILABLE!
Everything You Get When You Secure Your Spot Today
Total value of $100,079
$500 deposit to hold your spot
C.A.R.E. Advisory System ($33,000 Value)
Step-by-step system to run consultations, present strategy, and close high-value advisory clients consistently.
The Premium Offer Blueprint ($6,500 value)
Structure, price, and present your advisory offer so clients understand the value and say yes.
Client Acquisition System ($12,000 value)
Identify, attract, and filter the right clients; only speak with people ready to buy.
Your Tax Advisory Business Coach ($12,000 value)
A dedicated expert guides your decisions, reviews your numbers, and keeps you executing at every stage.
Live Coaching: The TAAP Inner Circle ($15,000 value)
3 live sessions weekly + 5-day community access
MONDAY: Maverick Session (David A. Perez)
Strategy, sales, leadership, and mindset
Live Q&A + guest experts
Direct access to the CEO every week
WEDNESDAY: Strategy & Software Lab (George & Raul)
Advanced tax strategies for real clients
Live software use cases
Get answers on what you’re working on now
FRIDAY: The Marketing Edge (Dan Tapia)
What’s working right now in marketing
How to attract qualified advisory clients
No fluff, no recycled strategies
BONUSES Included
BONUS 1: Tax Maverick Elite: 6 Months Upgrade ($9,582 value)
Direct access to the advanced strategy team for real client situations. Unlimited platform features, priority support, and first access to every new release.
BONUS 2: Your First Winning Consultation ($2,000 value)
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.
BONUS 3: Advisory Client Attraction Playbook ($3,500 value)
The exact outreach sequences, messaging frameworks, and channel strategies used to attract business owners with real tax liability.
Included for Every Member
Tax Maverick Growth Blueprint ($5,000 value)
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.
For those who secure their spot today only
Tax Advisory Conference 2026 ticket ($1,997 value)
Caesars Palace, Aug. 25-27, 2026. Include Mike Michalowicz keynote callout.
Total Value:
$81,079
Outside this room: $21,997
Today Only: $14,997
Deposit to secure your spot
$500 Deposit
Have a question? Ask us tomorrow on a call!
Tax Advisor Workshop Bonus Day
Dec 18, 2025 10 AM CST
Why Become a Tax Advisor Accelerator Program Member?
Here’s what our members have to say…
Denise, CPA
Lisa, Bookkeeping Firm
Charles, CPA
Kenny, Tax Firm Owner
Tanya, Tax Firm Owner
Tammy, CPA
Kevin, CPA
Jen Bookkeeping Firm
Purvi, EA
Amit, CPA
Brennon-Tax Firm Owner
Matthew-Tax Attorney
Jerry, CPA/ Charter Accountant
Stacey, EA
Santos, Accounting Firm
John, Wealth Management Firm
Joshua, Accounting Firm
Kenneth, RIA
Sergio -Financial Planning Firm
Tammy, Accounting Firm
Anne, CPA
Michael, Tax Firm Owner
Kyle, Tax Strategy Firm
Edson, Accounting Firm Owner
Felicia, Accounting Firm
Chris Carty, EA
Tim, Accounting Firm Owner
Stephanie, Bookkeeping Firm
YOU GOT QUESTIONS, WE HAVE ANSWERS!
Frequently Asked Questions
What's the main goal of this program?
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.
How extensive is the program?
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.
How do I enroll?
Enrolling is easy. Make your deposit on this page and on the next page you’ll immediately be able to complete your enrollment. If you need any help, our team is that the back of the room and can support you. Once enrolled, you’ll be taken through a seamless onboarding experience and give you instant access to powerful modules, expert resources, daily coaching calls, and our team’s calendar, everything you need to start making progress right away.
What if I'm hesitant about enrolling now?
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.
What materials and resources are offered?
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.
Is there a chance this might not benefit me?
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.
Are there flexible payment options?
Absolutely. We have 1, 2 and 3 pay options. However, paying in full unlocks exclusive bonuses designed to maximize your results and ROI. If you need any support visit us in the back of the room!
Is the program beginner-friendly?
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.
When do Fast Action Bonus and enrollment end?
The Fast Action Discount & Bonuses expire by 11:59pm PT tonight (Wednesday, August 26). You only need to make your deposit by then to lock them in. Enrollment closes on Sunday, August 31 at 11:59 PM CST, so be sure to secure your spot before enrollment officially ends.
Is tax planning software part of the package?
Yes. You get 6 months of Tax Maverick Elite as a bonus when you join the Tax Advisor Accelerator Program.
