Built by tax advisors, for tax firm owners.
Tax Maverick is the operating system founded by David A. Perez, helping 1,200+ tax professionals shift from compliance fees to premium advisory pricing - and save clients over $1 billion in taxes in 2025 alone.
The tax advisory operating system for firm owners ready to scale.
Most firms do not have a tax strategy problem because they lack knowledge. They have a system problem: inconsistent offers, unclear pricing, manual workflows, and no repeatable way to deliver value.
We help CPAs, EAs, and tax firm owners shift from compliance fees to $5K-$25K advisory engagements through a complete operating system: a proven pricing framework, AI tax software with 40+ vetted strategies, and a community of more than 1,200 advisors.
In 2025 alone, the Tax Maverick community helped save clients more than $1 billion in taxes - not over a lifetime, in a single year. We are the fastest-growing tax strategy software company in the country, and we are just getting started.
David A. Perez
IRS-Certified Enrolled Agent · Best-Selling Author · Tax Strategist
David A. Perez spent 18+ years inside the tax industry, filing more than 50,000 tax returns and helping generate over $1 billion in documented tax savings for business owners and high-income professionals.
After building a successful eight-figure tax advisory practice, David realized something the industry refused to talk about: capable tax professionals were trapped in low-margin compliance work, undercharging for their expertise.
The problem was not talent. It was infrastructure.
In 2020, instead of continuing to scale alone, David chose to scale impact through the profession. He took everything he had learned and built it into Tax Maverick. Author of Escape the Rich Trap, Building Your Own Economy, and The 3% Club.
Meet the Tax Maverick team.
A team of operators, technologists, and community builders who have spent years inside the tax industry and decided to fix what is broken.
David A. Perez
Founder, CEO & CRO
George Niño
Director of Technology
Ruth Creado
Director of Community Engagement
Dan Tapia
Director of Revenue
Ready to stop leaving revenue on the table?
Pick the path that matches where you are right now.
Build a repeatable tax strategy your clients understand, your team can deliver, and your firm can scale.
The 7-Figure Tax Advisor Bootcamp
Two full virtual days. The complete tax advisory system and tax strategy framework that helped our community save clients over $1 billion in 2025 alone. Walk away with the exact pricing, packaging, and client conversation framework ready to implement the following week.
Reserve My SeatTax Maverick Pro
The full Tax Maverick platform, the vetted strategy library, and the community and training to deliver advisory. A premium six-month program, by application. Speak to a consultant to see if it is the right fit for your firm.
Explore Tax Maverick Pro