Stop Trading Hours for Dollars.
Start Delivering Results That Command
5-Figure Fees.
Join the 100K Tax Advisor Workshop
The 2-Day LIVE implementation experience that shows you how to turn ordinary tax clients into $5K–$15K advisory engagements.
March 24-25, 2026 - Live via Zoom
And yes, you'll get 3 months of Tax Maverick Pro included to execute everything.
Regular Workshop Investment: $1,497
Use Promo Code SAVE1K at checkout
100k Tax Advisor Workshop™
The #1 reason tax pros don't scale advisory isn't knowledge. It's the lack of a system. Inside the 100K Tax Advisor Workshop, we walk you through the exact system step-by-step:
The Assessment-First Method
Stop giving away strategies. Start selling access to them.
You'll learn how to position a paid Tax Savings Assessment that turns "quick questions" into $2,497 engagements, without being pushy or salesy.
The Maverick Messaging Formula
Attract the right clients before you ever get on a call.
By shifting your title, positioning, and message, you'll stop being seen as a tax filer… and start being seen as a strategic advisor. Right title + right message = right client + higher fees.
The Advisory Revenue Framework
Know exactly what to charge and how to structure it.
You'll walk away knowing: How to price your Assessments. How to present savings with confidence. How to convert $2,497 assessments into $12K–$15K annual advisory clients. No guesswork. No awkward conversations. No undercharging.
The Game Plan: Two Days to Change Your Business
2-Day "100K Advisory" LIVE Workshop
The Software does the work; the Workshop builds the business. This is a cameras-on, interactive Zoom meeting where we roleplay sales calls, build assessments live, and install the systems required to hit $100K a month.
Current Client Conversion System
Stop looking for new leads. Use our "Easy Conversation" framework to turn your existing $500 prep clients into $5,000+ advisory clients without being "salesy."
Live Maverick Strategy Lab + Inner Circle
- The Live Strategy Lab: Twice a week (Tues/Thurs), join our Chief Architect and Lead Strategists live via Zoom. Watch us leverage the software to build assessments in real-time.
- The Inner Circle: Join 1,100+ Tax Strategists in our private community.
- (Includes Express Onboarding to get you running in one afternoon).
Event Recordings + Executive Notes
Full access to every script, strategy, and session so you can review them anytime.
Day 1
Marketing Made Easy
The 5-Step Framework
Dan (the best tax marketer alive) shares a simple 5-step plan that anyone can follow to get new clients.
The AI Edge
George (the Tax Maverick Software architect) is going to build a live tax $2,497 assessment right in front of you.
Live Practice
We'll roleplay with an attendee to show you exactly how to get clients to say "Yes!"
Day 2
Pricing & Systems for Big Results
The 5-Figure Fee Strategy
Get my exact strategy and the actual pricing sheets I use so you can copy and paste them.
The Success Systems
The 3 systems every $100k-per-month business uses.
Real Estate & Data
4 simple real estate strategies to impress clients, plus Ruth (the Data Queen) shows you how million-dollar firms use data to win.
Easy Delivery
George shows you how simple it is to deliver tax savings so you don't have to stress.
Exclusive Bonuses
These bonuses are worth more than the entire investment. They're yours when you join today.
THE "ENGINE"
Tax Maverick Pro Advisory Engine™
(3 Months Included)
Upload a return, answer a few questions, and instantly generate an audit-proof advisory plan with IRS-backed strategies and a beautiful PowerPoint you can present to close $5K–$15K engagements.
Value: $1,791
THE "FUEL"
Current Client Conversion System
Use our "Easy Conversation" framework to turn $500 prep clients into $5,000+ advisory clients without being salesy.
Value: $3,497
THE "MASTERY" SYSTEM
Live Maverick Strategy Lab + Inner Circle
Twice a week (Tues/Thurs), join our Chief Architect and Lead Strategists live via Zoom. Join 1,100+ Tax Strategists in our private community. Includes Express Onboarding to get you running in one afternoon.
Value: $1,997
THE "VAULT"
Event Recordings + Executive Notes
Full access to every script, strategy, and session so you can review anytime.
Value: $497
Here's What You're Getting Today
- 2-Day 100K Virtual Workshop (LIVE) $1,997
- Bonus: 3 Months of Tax Maverick Pro Engine $1,791
- Bonus: Current Client Conversion System $3,497
- Bonus: Live Strategy Lab + Inner Circle $1,997
- Bonus: Event Recordings + Executive Notes $497
Regular Workshop Investment: $1,497
Today Only:
$497
Use Promo Code SAVE1K to Secure Your Seat for Just $497 Today.
The $2,500 Value Guarantee
Attend the event. Use the engine. If you don't feel you received at least $2,500 in value meaning strategies you can use to immediately make 5× your investment we will credit your entire investment toward a future in-person event. You literally cannot lose.
Secure Order Form
Reserve Your Seat
Use Promo Code SAVE1K at checkout
100K Tax Advisor Workshop FAQs
What if I can't make the event?
We will credit your ticket to the next available workshop.
Does Tax Maverick prepare returns?
No. We are a strategy engine. We do not prepare taxes.
Does Tax Maverick prepare returns?
No. We are a strategy engine. We do not prepare taxes.
Who is this workshop for?
Established tax professionals who want to stop giving away free advice and start charging $5K–$15K for advisory services.
How much is Tax Maverick after the 3 months?
It is $597 a month. Cancel anytime before the 90 days is up. We want this to be an investment that pays returns, not an expense.
Is there a guarantee?
Yes. Attend both days and if you don't see a clear path to your first $10,000 in advisory fees, we will credit your entire investment toward a future in-person event.
What Happens Next?
Check your email for your Tax Maverick Pro login.
Get instant access to the Current Client Conversion training.
Your Zoom link and 100K A Month Workbook will be in your inbox.
© 2026 Tax Maverick Pro. All rights reserved.