The Tax Savings
Assessment — Turn Complex Data Into a
Clear, Client-Ready
Report
Show your clients exactly how much you can save them — with
a fully customized, easy-to-understand tax assessment that
builds instant trust and drives paid engagements.
A Smarter Way to Deliver
Tax Strategy
Tax professionals often spend hours analyzing data, but clients rarely see the true value behind the numbers. Tax Maverick's Tax Savings Assessment changes that.
It transforms complex financial data into a professional, branded report that highlights every tax-saving opportunity, breaks down before-and-after savings, and gives clients a clear reason to say yes to your advisory services.
Assessments are integrated directly into Tax Maverick, it’s not just a report — it’s your closing tool.
Fully Customizable for Every Client
Every client’s financial situation is unique — your reports should reflect that.
The Tax Savings Assessment can be fully customized based on a client’s business structure, income, and tax goals. You can tailor deductions, tax-saving opportunities, and investment strategies so every report feels personal and precise.
Results
Personalized recommendations that show real expertise — and justify higher fees.
Show Clear Tax Savings, Instantly
The report provides a complete before-and-after savings analysis that highlights tangible tax reductions. It also breaks down how individual strategies — such as equipment leasing or entity restructuring — directly affect the client’s total tax liability. Clients see, in black and white, the value you deliver.
Results
Clients see immediate value, not vague promises.
Manage Business and Real Estate Portfolios with Ease
For business owners and real estate investors, this report provides clarity that’s hard to find elsewhere.
It breaks down business income, tax classification (S-Corp, partnership, etc.), and projected revenue to help you guide clients efficiently. It also includes a complete analysis of real estate holdings — showing purchase prices, appreciation, and potential tax benefits — to reveal every deduction opportunity.
Results
You can advise on entity type, portfolio growth, and real estate tax benefits — all from one place.
Streamlined Tax Strategy Implementation
Turn planning into action with built-in accountability.
The Tax Savings Assessment includes actionable timelines, such as contribution deadlines, so you can help clients take advantage of every opportunity before year-end. It also aligns tax strategies with legal and financial planning, ensuring efficiency and compliance at every stage.
Results
Less admin, more efficiency, faster results.
Present Like a Pro
Professional, polished, and persuasive.
Each report is designed to be visually clear and easy to understand, making it ideal for client meetings, financial reviews, and tax strategy presentations. The layout makes complex information simple — strengthening your credibility and building lasting trust with clients.
Results
You walk into meetings confident and leave with a signed engagement.
See Tax Maverick in action
FAQs
Got questions? We got you.
Ready to Show Clients Their
Real Savings?
Start using the Tax Savings Assessment today and watch your close rate skyrocket.
Clients trust what they can see — now you can show them exactly what you deliver.
No obligation—cancel anytime