Tax Maverick: AI Software to Unlock Advisory Opportunities
Meet Tax Maverick, the Tax Planning AI Software that guides a client conversation, analyzes source docs, models strategies, and auto-builds a client-ready plan. This is practical software for tax planning for firms that want to stop grinding on low-fee prep and start delivering high-value advisory without hiring an army or reinventing your process.
$127K
Avg. Tax Savings
1,001+ firms are already using Tax Maverick to scale advisory • No credit card required
Trusted by Tax Professionals
Join over 1,000 firms already transforming their advisory practice
Tax Compliance Doesn't Scale.
Advisory Does.
CPAs are stuck in the tax prep hamster wheel: stressed, overworked, and undercharging for their expertise.
No Time for Planning
Tax season leaves no bandwidth for advisory. You know clients need planning, but who has the time?
Overwhelming Complexity
Tax code changes constantly. Keeping up with strategies, entity structures, and compliance feels impossible.
Underpriced & Undervalued
Charging $500 for a return when you're delivering $50K+ in value. Clients don't see what you're worth.
Manual, Tedious Processes
Spreadsheets, outdated software, and endless research eat up hours that should be spent with clients.
Hard to Sell Advisory
You know planning is valuable, but articulating it to clients and pricing it confidently is a struggle.
Revenue Ceiling
There are only so many tax returns you can file. Your income is capped by your hours.
Tax Maverick: Your
AI-Powered Advisory Growth Engine
Transform tax data into revenue-generating advisory services without adding hours to your week.
Show Clients Their Savings Potential
Stop struggling to articulate your value. Tax Assessment creates fully customized, easy-to-understand reports that build instant trust and drive paid engagements, so clients see exactly what you're worth.
- ✓Visual savings breakdowns clients actually understand
- ✓Proven strategies like Augusta Rule, Oil & Gas, and more
- ✓Professional reports that justify premium pricing
- ✓Turn prospects into paying advisory clients
Smarter Strategy Selection. Faster Results.
No more drowning in tax code changes. Smart Pick automatically identifies the most applicable strategies based on each client's financial data, removing the guesswork so you can deliver recommendations in minutes, not hours.
- ✓AI-powered strategy matching based on client data
- ✓From Accountable Plans to S-Corp Elections, covered
- ✓Stays current with tax law changes automatically
- ✓Reclaim the hours you spent on manual research
AI-Powered Tax Insights in Seconds
Say goodbye to spreadsheets and outdated software. GOOS analyzes your completed strategies and tax assessments, providing instant feedback and actionable insights, so you spend time with clients, not crunching numbers.
- ✓Comprehensive client profile summaries instantly
- ✓Filing status and tax liability projections
- ✓Strategy recommendations powered by AI
- ✓Replace hours of manual work with one click
A Clear Framework for Every Client
Tax code complexity simplified. The F.A.S.T. Steps framework (Foundational, Advanced, Strategic, Tactical) guides you through strategy selection with a structured approach that builds confidence and consistency.
- ✓Start with foundational strategies for immediate impact
- ✓Progress to advanced strategies systematically
- ✓Build your base layer of tax savings confidently
- ✓Never miss an opportunity with a proven framework
Scale Beyond Your Hourly Limits
Break free from the tax prep hamster wheel. Client Search gives you a complete view of your entire portfolio: track savings, fees, and projections at scale. Manage more clients without adding more hours.
- ✓Complete dashboard for all clients in one place
- ✓Track tax years, savings status, and fee structures
- ✓Quick search and filter for any client instantly
- ✓Deliver at scale without burning out
From Client Conversation to
Closed Deal in 4 Steps
Tax Maverick streamlines your entire advisory workflow, from discovery to delivery.
Upload & Analyze
Securely upload tax returns and financials. Goos AI scans for eligible strategies.
Review Strategies
Review AI-identified strategies, model scenarios, and calculate projected savings.
Generate Proposal
Auto-generate client-ready reports and proposals with clear pricing and deliverables.
Present & Enroll
Present with confidence, collect e-signatures, and get paid, all in one platform.
Why trust Tax Maverick?
Built by practitioners who cracked the advisory code. This Tax Planning Software is engineered for strategy delivery, not just filing or task management.
Built by Practitioners
Created by tax professionals who lived the high-volume grind and cracked the advisory code.
Field-tested systemsStrategy-First Approach
Engineered for strategy delivery, not just filing or task management like generalist tools.
Assessment-first modelAutomated Workflows
From automated modeling to proposal generation, every team member executes consistently.
Scalable executionPractice-Level Tracking
Deep planning capabilities that fill the gap between filing, practice ops, and strategy.
Full visibility"With Tax Maverick, they are easy to collaborate when it comes to feedbacks, they helped us CPAs and Tax Advisor to create what we want - it has saved me time."
Pam Brar
CPA, Tax Strategist
"Since I started using Tax Maverick, I have streamlined my processess and began focusing on Tax Effecient Exit Planning.
Tax Maverick is the best bolt on service offering for my advisory service and could be an easy addition to any other accounting or Tax Compliance Business."
Robert Green
Tax Strategist
"Life is a lot easier with Tax Maverick! It's faster and easier.
I looked at the other tax planning programs went with the Tax Maverick cause it's very efficient and it followed through with what it says, and that is a very important thing to me."
Santos Gutierrez
Tax Planner/Advisor
"When I look a Tax Maverick, I was thinking to myself there's got to be a way to build a spreadsheet that formulates all these strategies and was about to work on that until I found about Tax Maverick, and that pretty much changed a lot of things.
I am very impressed with the software. Tax Maverick gives me a more professional standpoint, now I have a tool that I know that by applying these strategies will benefit tax payers."
Kevin Martinez
Registered Tax Preparer
"I was always seeking ways to refine my approach and deliver more value to my clients. I was looking for a more structured and effective way to streamline my Tax Planning Process.
When I joined Tax Maverick within the first month, I sold about three assessments, and was able to save a significant amount of money for my clients by using a more systematic approach."
David Boatswain
10 Years Tax Planner
"Tax Maverick has changed my mindset, after joining Tax Maverick, I was able to sell and get paid upfront my first tax assessment within four days. It's AI supported and it's just very simple and very easy to use."
Anne Liang
CPA
Frequently Asked Questions
Everything you need to know about Tax Maverick and how it can transform your practice
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