A repeatable path to Tax Planning Strategies your clients will buy
Instead of ad-hoc calls and custom spreadsheets, you'll follow a guided assessment, automated analysis, and proposal flow that standardizes across your team. Along the way, the platform surfaces opportunities like asset protection strategies and bundles them into an easy-to-say-yes plan so your best Tax saving strategies don't get lost in translation.
Turn a messy intake into a clear, client-ready plan. The workflow below shows how Tax Maverick productize Tax Planning Strategies so you advise confidently in one click.
step 1
The 6-step workflow (fast, consistent, scalable)
Guided Discovery
Start every engagement the same way with a structured conversation that captures the facts you actually need to deliver a strategic tax planning process. Launch our Customizable Questionnaire, tailor or use it out-of-the-box, and let the system guide the interview so nothing is missed. This is how you stop winging it and start creating repeatable Tax saving strategies your clients can trust.
step 2
Secure document intake & data review
Clients upload prior returns and supporting docs; the platform centralizes what matters for Tax Planning Strategies. No more chasing folders. Behind the scenes, Tax Maverick prepares the data so your analysis and asset protection strategies can be modeled without manual drudgery-keeping you focused on advice instead of admin.
step 3
Automated analysis & strategy modeling
The engine analyzes answers and documents, then applies 30+ strategies to quantify savings and reveal gaps—this is where your Tax Planning Strategies take shape. You'll see projected current-year liability, a 2-year return audit, and options spanning entity structure, retirement, real estate, and asset protection strategies—mapped to dollars, not jargon.
step 4
Compose the plan
With one click, generate a polished plan and proposal that organizes your strategic tax planning process into client-friendly slides: findings, recommended actions, expected savings, and fees. Because the narrative is standardized, even complex Tax saving strategies are easy to explain and even easier for clients to approve.
Produce two client-ready deliverables:
Tax Savings Assessment Report
A professional report that highlights recommended strategies, projected savings, and clear next steps.
Presentation Deck
A ready-to-use Google Slides or PowerPoint file, pre-filled with your client's information and your pricing perfect for showcasing value visually and securing the engagement.
step 5
Price, propose, enroll
The proposal builder auto-packages services, fees, and timelines. Send, sign, get paid without re-building proposals from scratch. This consistency is how busy pros like Marcus move from “tax prison” to strategist charging for the assessment, then closing on a clear plan rooted in Tax Planning Strategies and supported by asset protection strategies where appropriate.
step 6
Track implementation & results
Keep promises visible with an Onboarding Status Console, Metrics Dashboard, and Client Progress Tracker. Monitor which Tax Planning Strategies are in motion, what's done, and what's due plus record payments to maintain cash flow. Implementation clarity is what turns proposed Tax saving strategies into realized outcomes.
What changes for your team
Hours reclaimed
Review time drops from ~4-5 hours to about 1.5 hours per assessment and part of that time is now hands-off, so you can spend more time presenting Tax Planning Strategies and less time wrangling PDFs.
Confidence to charge upfront
The assessment-first model lets you price discovery confidently, then convert plans built on tangible Tax saving strategies. Marcus's shift from overworked preparer to strategist starts here.
Clear differentiation
Unlike general prep tools or practice managers, Tax Maverick operationalizes advisory standardizing Tax Planning Strategies, modeling asset protection strategies, and producing proposals your clients actually understand.
See Tax Maverick in action
Why Trust Tax Maverick?
Mid-career pros who are respected but overwhelmed ready to level up fees, reduce client chaos, and be known for thoughtful Tax Planning Strategies instead of last-minute filing. If your goal is to productize advice, present clear Tax saving strategies, and include appropriate asset protection strategieswithout hiring an army, you're in the right place.
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