Nope! You don’t need to be an EA or CPA. Many of our successful users are tax pros, bookkeepers, or financial consultants who simply want to provide more value and get paid for advisory.

Absolutely. Even if you’re brand new to tax planning, we walk you through everything. You’ll get the tools, templates, and support you need to confidently offer this service.

Yes. Tax Maverick works nationwide. It’s built to apply strategies across all 50 states and adjust for different entity types and situations.

Both. Whether you’re working with high-income individuals or business owners, the software helps you uncover real savings and present professional tax strategies.

Yes. We continuously update the platform with strategy adjustments, thresholds, and tax law changes—so you’re always using up-to-date information.

Yes. You can log in from anywhere, anytime. No downloads or installations needed.

Yes. There’s no cap. Build as many assessments and plans as you need—whether it’s 5 or 500.

Over 40 and counting. From entity structure changes to real estate strategies, retirement planning, cost segregation, and more—we cover a wide range.

Yes. We offer live workshops, AI-assisted support, and real experts to help you implement confidently. You're never left alone.

No. Tax Maverick is not for preparing tax returns—it’s a tax strategy platform. It helps you build plans to reduce liability and create year-round advisory opportunities.

Yes. You’ll get access to tools, workshops, strategy breakdowns, and a growing case study library so you can learn while doing.

Yes. You can customize your tax plans, add your own strategies, and tailor templates to your style of advising.

Live chat, walkthrough videos, weekly trainings, and email support. Plus, you’ll have access to our AI assistant and strategy expert training.

That’s up to you—but we show you how to confidently charge $1,000–$2,500 for a tax savings assessment. Many advisors use our templates to get paid before they build a plan.

Yes. You’re not locked into a long-term contract. Cancel anytime before your next billing cycle—no hard feelings.

Inside our member community, you’ll find:

• Courses and training material from strategies, framework and marketing scripts.

• Recorded workshop sessions to review and revisit the live trainings.

• Peer support from people growing just like you

• A place to ask questions, share wins, and get ideas

You don’t have to build alone—we’re all in this together.

This is a limited-time offer only available for now. Once the offer disappears doors close, the special deal and bonuses are gone.

You can pay monthly or save big by paying for 6 months upfront. We accept major cards through our secure checkout.

You can continue your subscription at the normal rate of $297 and keep access to everything. We’ll remind you before renewal—no surprises.

Perfect! You can start building their tax plan immediately and close them with confidence using our ready-to-go pitch decks and reports.

We’ve got you. You’ll get marketing scripts, lead magnet templates, and weekly sessions on how to get your first high-paying client.

Right away. As soon as you sign up, you get instant access to the platform, onboarding materials, and your welcome walkthrough.

Yes. We offer a full onboarding course, and an entire library of training videos so you can learn at your own pace—or get help live via chat and email if you prefer.

No. We give you done-for-you pitch decks, scripts, and even live roleplay examples so you can feel confident closing clients—even if you’re new to sales.

Yes. You can customize your client reports, assessment decks, and tax plans with your business name and branding—so you look polished and professional.