Attention tax pros, CPAs, and bookkeepers!
Make More in One Month Than You Did All Last Year
Transform your practice without ads or cold calls – just proven strategies
Get expert training to attract high-value clients and achieve 7-figure success.
Trying to switch to an advisory role,
but don’t know where to start?
• Setting your fees and figuring out how much to charge can be confusing.
• Competing on price instead of value is frustrating, and growing your revenue without burning out seems impossible.
• Plus, marketing to attract high-paying clients and integrating new tech feels overwhelming.
Tackle these challenges and take your practice to the next level.
Tax Plan Expert Advisors
Will Change Your Practice
Command Higher Fees: Attract high-value clients and charge what you're truly worth and get paid upfront.
Increase Client Retention: Keep clients longer with superior service and strategic advice.
Stand Out in the Market: Differentiate yourself from competitors with advanced tax planning skills.
Achieve Financial Freedom: Enjoy freedom with steadier, more predictable income stream.
Leverage Technology: Utilize the best tools and systems to enhance your practice.
Network with Leaders: Connect with industry professionals and build valuable relationships.
Can't Wait? Join Our Upcoming Webinar
Unlock our secrets to 7-Figure Success
in Just One Hour!
Discover Proven Strategies: Gain insights into the techniques that helped us build a 7-figure tax planning firm in under 12 months.
Understand Our Approach: Learn how we attract high-value clients with an average annual fee of $17,534 and get paid upfront.
Get Ready to Transform: Find out how you can replicate our rapid growth and elevate your tax advisory practice.
Here's what PAST ATTENDEES have to say:
“I never knew how to attract high-paying tax clients. This is my first event, and I’m already seeing the potential to make $100,000 a month with David’s assessment system.”
- Roberto
“This is the best event I've found for small business owners looking to scale up their tax business. I found David's story relatable and his insights authentic.”
- Larry
“Shifting to Tax Advisory has been
life-changing.”
- Camille
Learn from Leading Experts in Advisory
George Niño
Chief Operating Officer
Daniel Tapia
Head Coach and Director of TPEA
Ruth Creado
Director of Technology
Stephanie Gonzalez
Head of Sales Team
Rosie Zuñiga
Head of Client Success Team
David A. Perez is recognized as a leading Tax Strategist and has shifted his focus from tax preparation to tax advisory, bringing a wealth of experience and success to this specialized field. In 2020, he made the decisive move to concentrate on tax advisory, quickly excelling and generating over a million dollars in twelve months through his innovative advisory system.
Now, David has assembled an amazing team dedicated to empowering tax professionals nationwide and helping them transition from tax preparers to elite tax advisors. Our mission is to equip you with the tools and strategies necessary to elevate your practice, triple your revenue, and provide exceptional value to your clients while achieving greater personal freedom and recognition in our industry.
REAL RESULTS FROM OUR MEMBERS:
"Started the Tax Advising program about a year ago in May, started really into the program in August.
By the time of May 2024, we'd hit our biggest milestone of a million."
-Jim Clark
"We have a better focus in our business than we did before we join David's team. We know where we're going, we got the steps outlined for us on what we need to do and now we just have to be disciplined to get them done."
- George Leddicotte
