Skip to content
DavidPerez_500x500

David A. Perez, EA

Founder, Tax Maverick

Bio

Perez is a tax strategist, entrepreneur and IRS-certified enrolled agent with more than 18 years of experience. He has helped generate over $939 million in documented tax savings for business owners and high-income professionals. Perez is the founder of Tax Maverick, a fast-growing tax strategy software company, and the Maverick Movement, a community supporting tax professionals in building advisory-focused practices. He is also a best-selling author focused on strategy, ownership and long-term financial growth. 

Sessions

Transition from Compliance Work to High-Value Advisory

While many firms remain stuck in the compliance model, the most successful tax professionals are evolving into strategic advisors who help clients make better financial decisions year-round.

See David A. Perez at Taxposium