ATTENTION: CPA, EA and TAX BUSINESS OWNER! Struggling to make tax planning faster or clearer? See how top advisors use AI to simplify strategy, save hours, and deliver real value — live. 💡 Join Building a Tax Plan Live and see how the best advisors are working smarter — not harder. | Tax Maverick
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Building a tax plan shouldn’t take hours. With Tax Maverick, you can create a complete, done-for-you tax plan in under 30 minutes — no spreadsheets, no stress. Thousands of pros are already earning $5K per plan using this AI-powered tool. Join the training by clicking the link below and see how fast you can add advisory to your firm. | Tax Maverick
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How to Build A 100k/month Virtual Tax Planning Business Even if You Don't Know Where To Start. Hey, my name is David Perez and I’ve run a tax business for 15 tax years, filled over 50,000 returns done 8 figures in tax prep, and built a 7-figure tax Advisory Business. Thankfully, I found a new way to stay in the tax industry a few years ago and still make the same money without getting more client. Many people have probably heard about tax planning but have never scaled it to a 7 figure firm… So
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Registration is now open for the 2-day $100K A Month Tax Advisor Workshop. This free live virtual event is built for CPAs, EAs, and tax firm owners who are tired of being overworked, underpaid, and undervalued. If last tax season left the calendar full and the revenue flat… If the advice clients lean on still gets bundled in for free… If burnout is creeping back in before the season even starts… This summit is the reset. Over two powerful days, you’ll learn how firms are: ✅ Charging $2.5K–$5K pe
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ATTENTION: CPAs, EAs and Tax Business Owners, THIS TRAINING IS FOR YOU! If people keep calling you with “one quick question,” it’s because you’re an expert. But when that question turns into a full strategy session — and no one pays — that’s what I call the expert curse. You’re blessed with knowledge, but not with the payments that should come with it. I’ve seen this for 18 years and over 50,000 tax returns. Clients will always ask for more unless you set clear boundaries. If you’re already givi
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