Join the Tax Maverick
tax advisors group
Advisory work doesn't have to be lonely. The Tax Maverick tax advisors group is designed for professionals who want to collaborate, share proven workflows, and strengthen their client advisory services. This isn't just another forum it's a curated tax advisory group where members refine their processes, elevate client results, and access ongoing tax planning training to sharpen their skills.
Why join our tax advisors group
Moving from tax prep to advisory requires more than software it requires a supportive community. Inside our tax advisors 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 advisory group, we focus on actionable steps you can apply immediately, reinforced with peer accountability and live tax planning training sessions that expand your skillset.
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 advisors group, making it easier to deliver advisory consistently.
Peer collaboration & problem-solving
Leverage the experience of professionals in the tax advisory group who have already solved the problems you're facing from onboarding processes to pricing models.
Live workshops & tax planning training
Attend hands-on workshops that cover real client scenarios, pricing frameworks, and the best tax planning training to help you confidently deliver strategies in your own practice.
Who the community is for?
The Tax Maverick tax advisors group is built for:
- Solo advisors who want to grow into advisory services.
- Firms looking to align teams around one standardized workflow.
- Ambitious professionals seeking the benefits of a trusted tax advisory group with built-in accountability and resources.
If you're ready to elevate your role from preparer to strategist, this community pairs education, peer support, and ongoing tax planning training to help you get there.
Testimonials
What members are saying
Trusted by 93 firms to uncover over $2,641,154 in client tax savings.
"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 tim..."
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 movement
Our vision is to empower every member of the tax advisors group to deliver strategy at scale, not just compliance. By joining, you'll gain access to proven frameworks, peer support, and training resources that strengthen your business. This is more than a tax advisory group—it's a movement to raise the standard of tax strategy delivery.
No obligation—cancel anytime