CONGRATULATIONS!
Your Seat Is Saved For The ‘Get Paid More Tax Advisory Workshop’!
Watch This Video For The Next Steps...
IMPORTANT: Follow The Next Steps Below To Prepare For The Get Paid More Tax Advisory Workshop
REMINDER: Make Sure To Check Your Email With All Of The Important VIP Details!
STEP ONE:
Be an Affiliate!
Be an affiliate for Get Paid More Tax Advisory Workshop and for every person that registers using your special affiliate link, we’ll pay you $100!
If you get ONE person to sign up, then the event is immediately paid for!
And if you get TWO people to sign up, BOOM, you just pocketed an extra $100!
Now, here’s your special affiliate link below:
Send that link to whoever you think may benefit from this awesome Get Paid More Tax Advisory Workshop, and when they sign up, we’ll send you $100!
STEP TWO:
Join Our Exclusive Facebook Community
Inside our private Tax Maverick Facebook Group, you’ll get access to live updates, bonus training, and a network of tax professionals who are all focused on scaling their tax advisory business and getting paid MORE.
This is where I’ll be dropping key insights and updates as we get closer to the Get Paid More Tax Advisory Workshop. It’s also where you can connect with other tax pros who are making the shift from tax prep to high-paid advisory.
Get real-time updates and workshop announcements
Access bonus training and exclusive content
Network with tax pros already implementing this system
Take a moment right now to join the group and turn on notifications so you don’t miss anything! (It’s completely FREE to join!)
Once you’re in, introduce yourself and let us know what your #1 goal is for the workshop!
STEP THREE:
Block Out Time on Your Calendar!
Take a second right now and tap the button below to add the workshop to your calendar!
…Or, you can manually add it using the details below:
May 27-28
9 AM - 5 PM CST
Now this event is TWO full days. Here is the schedule:
DAY 1
The CARE Formula—Your Roadmap to $25K Weeks!
DAY 2
How to Attract & Close High-Paying Clients!
DAY 3
Scaling, Execution & High-Value Tax Strategies!
Attracting & Converting High-Paying Advisory Clients
Now that you understand WHAT to offer, it’s time to focus on WHO to offer it to and HOW to close the deal.
CARE Formula: Your Ultimate Tax Advisory Roadmap: The 4-step system to package, price, and sell tax advisory at premium rates.
Marketing Made Simple (Part 1): Where to find high-value clients who will pay $5K - $20K for your expertise.
Marketing Made Simple (Part 2): How to position yourself as the go-to advisor and make clients say YES fast.
The One Call Close - How to Never Work for Free Again: The script you need to close premium clients in a single call—without resistance.
By the end of Day 1, you’ll have a repeatable system for closing $5K-$20K advisory deals—without resistance.
Attracting & Converting High-Paying Advisory Clients
Now that you understand WHAT to offer, it’s time to focus on WHO to offer it to and HOW to close the deal.
Pricing & Packaging Tax Advisory for High-Value Clients How to structure, price, and present your advisory services for maximum profit.
Systems That Scale Fast: Automate and streamline your business so you can scale without working harder.
The New Way of Offering Advisory: Shift from basic tax prep to premium tax strategy—and get paid what you're worth.
The Most Powerful Call for Clients Who Pay: A step-by-step framework to handle objections and close high-ticket deals fast.
By the end of Day 2, you’ll never second-guess yourself again when it comes to selling tax advisory.
Attracting & Converting High-Paying Advisory Clients
Now that you understand how to close high-ticket clients, it’s time to scale to $25K+ per week.
Metrics That Determine Success: The key numbers & reports that prove your value and keep clients renewing.
Implementing on Tax Strategies, Best Practices: How to deliver high-impact tax planning that gets results (and referrals).
Mastering Tax Advisory Using Software & AI: Use tech & automation to work smarter, serve more clients, and scale fast.
By the end of Day 3, you’ll have a clear roadmap to build a 6-figure advisory business—where YOU call the shots.
I want to encourage you to do everything in your power to show up at least 5 to 10 minutes early before the start of each day. (Trust me, you don’t want to miss a single presentation…)
We’ll be covering a TON of high-impact strategies each day, so make sure to block out these 2 days (May 27-28 from 9 AM - 5 PM CST) so you can be fully present and soak up all the valuable training that will be taught.
This is your chance to level up your business and start collecting $5K - $20K upfront—so don’t miss it!
Listen, I saw you didn’t take me up on my offer to upgrade to VIP.
Maybe I didn’t convey the awesomeness of it as much as I could have… or maybe you’re now regretting not upgrading to VIP.
I believe in second chances, which is why I want to extend ONE LAST CHANCE to upgrade to VIP Option #2 and join me on May 29th (the day after the challenge is over) for a LIVE VIP Day, where you can get your specific questions answered by ME!
PLUS, when you upgrade to either VIP, I’m going to GIVE YOU the challenge replay videos for FREE!!!
Keep in mind, this is it… YOUR FINAL opportunity to upgrade to VIP, get your questions answered, and get the replay videos for FREE!
LIVE VIP DAY –
GOLD PACKAGE
Insider Access: Watch & Learn from David’s Private Coaching Sessions
ESSENTIAL TRANSFORMATION
SYSTEM:
Full Event Recording Library ($1,997 value)
30 Days "AI Tax Strategy Software Access" ($297 value)
VIP Implementation Lab - Observer Access ($297 value)
EXCLUSIVE GOLD BONUS:
"Quick Start System" ($497 value)
- Basic frameworks
- Essential templates- Strategy starters
- Implementation guide
- Foundation builder
Level up your tax advisory game with AI + expert training! 🚀
Total Gold Value : $3,088
Today: Only $197!
LIVE VIP DAY –
PLATINUM PACKAGE
Get YOUR Specific Questions Answered by David A. Perez—LIVE!
ADVANCED
IMPLEMENTATION SYSTEM:
Full Event Recording Library ($1,997 value)
30 Days "AI Tax Strategy Software Access" ($297 value)
VIP Implementation Lab - LIVE Access ($997 value)
EXCLUSIVE PLATINUM BONUS:
"Premium Fee Accelerator" ($997 value):
- Value pricing system
- Close rate maximizer- Scale blueprint
- Implementation guide
- Quick start protocol
"Authority Positioning System" ($497 value)
- Expert status builder
- Premium language patterns- Value communication
- CLOSE framework
- Implementation maps.
Total Platinum Value: $4,785
Today: Only $497!
Only 3 Spots Left –
This Is Your Last Chance!
LIVE VIP DAY –
DIAMOND PACKAGE
Get the Ultimate Advantage: Personalized Coaching, AI Tools, and Exclusive Trainings to Scale Fast
COMPLETE ADVISORY
TRANSFORMATION:
Full Event Recording Library ($1,997 value)
12 Months "AI Tax Strategy Software Access" ($3,564 value)
VIP Implementation Lab - LIVE Access ($997 value)
EXCLUSIVE DIAMOND BONUS:
"Advisory Authority Vault" ($1,997 value)
- Complete template library
- Engagement letters
- Closing scripts
- Implementation maps"High-Ticket Advisory Framework" ($997 value)
- Premium pricing guides
- Value stack builders
- Close rate maximizers
- Scale accelerators"No More Free Work Blueprint" ($997 value)
- Conversation scripts
- Boundary protocols
- Value definitions
- Premium positioning
- Authority builders
Total Diamond Value: $10,549
Today: Only $997!
Hurry, we just opened 10 spots!
LIVE VIP DAY –
GOLD PACKAGE
Insider Access: Watch & Learn from David’s Private Coaching Sessions
LIVE VIP DAY –
PLATINUM PACKAGE
Get YOUR Specific Questions Answered by David A. Perez—LIVE!
LIVE VIP DAY –
DIAMOND PACKAGE
Get the Ultimate Advantage: Personalized Coaching, AI Tools, and Exclusive Trainings to Scale Fast
ESSENTIAL TRANSFORMATION
SYSTEM:
Full Event Recording Library ($1,997 value)
30 Days "AI Tax Strategy Software Access" ($297 value)
90 minute Power User Training for Tax Strategy Software
VIP Implementation Lab - Observer Access ($297 value)
ADVANCED IMPLEMENTATION SYSTEM:
Full Event Recording Library ($1,997 value)
30 Days "AI Tax Strategy Software Access" ($297 value)
90 minute Power User Training for Tax Strategy Software
VIP Implementation Lab - LIVE Access ($997 value)
COMPLETE
ADVISORY
TRANSFORMATION:
Full Event Recording Library ($1,997 value)
6 Months "AI Tax Strategy Software Access" ($1,782 value)
VIP Implementation Lab - LIVE Access ($997 value)
EXCLUSIVE GOLD BONUS:
"Quick Start System"
($497 value)
Total Gold Value: $3,088
Your investment: $197!
EXCLUSIVE PLATINUM BONUSES:
"Premium Fee Accelerator" ($997 value)
"Authority Positioning System" ($497 value)
Total Platinum Value: $4,785
Your investment: $497!
EXCLUSIVE DIAMOND BONUSES:
"Advisory Authority Vault" ($1,997 value)
"High-Ticket Advisory Framework" ($997 value)
"No More Free Work Blueprint" ($997 value)
Total Diamond Value: $10,549
your investment: $997!
