Join the Tax Maverick Tax Strategy Group
Why join our tax strategy group
Moving from tax prep to advisory takes more than software. It takes a supportive community. Inside our tax strategy group, you'll connect with peers who understand the challenges of scaling advisory:
How to package and price
services with confidence.
How to standardize delivery across
your team.
How to build client trust with
repeatable systems.
Unlike a generic tax strategy community, we focus on steps you can apply right away. You get peer accountability and live tax planning training sessions that grow your skills.
What you'll find inside the community
What you'll find inside the community
Playbooks & Templates
Get exclusive templates and assessment guides shared by members of our tax strategy group. They make it easier to deliver advisory the same way every time.
Peer Collaboration & Problem-Solving
Learn from professionals in the tax strategy community who have already solved the problems you're facing, from onboarding to pricing.
Live Workshops & Training
Attend hands-on workshops covering real client scenarios, pricing frameworks, and the best tax planning training to help you deliver strategies with confidence.
Who the Community Is For
The Tax Maverick tax strategy group is built for:
- Solo advisors who want to move into tax strategy services.
- Firms looking to get their team on one standard workflow.
- Ambitious professionals who want the support of a trusted tax strategy community with built-in accountability and resources.
If you're ready to go from preparer to strategist, this community gives you the education, peer support, and ongoing training to get there.
What members are saying
"Tax Maverick has helped me gain more knowledge and confidence in helping my clients save money on taxes. I enjoy using the software and how it allows ..."
Shaan Rizvi
Tax Maverick User
"As a non-tax professional, Tax Maverick has helped me learn so much. Especially strategies where I can help people that want to save on their taxes. W..."
Alberto Hulings
Tax Maverick User
"Before investing in tax maverick, my firm was operating like most small businesses reactive. We filed returns, managed compliance, and put out fires d..."
MarQuita Leonard
Tax Maverick User
"To anyone who takes the time to read how Tax Maverick has impacted our practice and my life personally, just know as you read this, our story can very..."
Chozan G. Behn Sr.
Tax Maverick User
"As a tax advisor, I used to build every single strategy and implementation plan in Excel, customizing each one for my clients, which was incredibly ti..."
Styve Barthelemy
Tax Maverick User
"Accounting Technologist/ Beyond Accounting Futuristic - Beyond Numbers Guru Business Service started a Virtual Cloud based Bookkeeping and Taxes Busin..."
Gary Tasser
Tax Maverick User
"Implementing the Tax Maverick program has completely transformed my firm. Before, I felt like I was stuck in a cycle of compliance work that, while im..."
Mindi Heckendorn
Tax Maverick User
"Tax Maverick has been instrumental in supporting Tax Circle, Inc. by introducing advanced tax-saving strategies and connecting us with top experts in ..."
Shiva Duvvuru
Tax Maverick User
How to access the community
Be Part of the Tax Strategy Movement
Our goal is to help every member of the tax strategy group deliver strategy at scale, not just compliance. When you join, you get proven frameworks, peer support, and training resources that help you grow. This is more than a community. It's a movement to raise the bar for tax strategy delivery.
No obligation. Cancel anytime.