Are You Working with a Maverick?
Your current tax pro
is costing you money.
Work with a Certified Tax Advisor.
Are you paying more than $50,000 to the IRS? A Certified Maverick and Certified Tax Advisor can find savings your current tax pro is missing.
$1B+
Saved in Taxes
0+
Elite Strategists
0
States Covered
Trusted Tax Strategists
What is a Certified Maverick Tax Advisor?
A Certified Maverick is a tax professional trained and certified by the best to find strategies that save you money as a certified tax professional.
They go beyond basic tax filing. As a certified tax strategist, they find ways to save on taxes, grow your wealth, and protect what you've built, something a typical certified tax advisor may not fully optimize.
The strategies used by billionaires are now available to you.
What We Help You With
The Three-Pillar Framework
Every Certified Maverick is trained in three key areas that get real results for business owners like you.
Tax
Tax mastery is the foundation. The average person loses 30% of what they earn to taxes. A certified tax strategist and certified tax professional helps change that.
- Advanced tax strategies
- Entity structuring
- IRS compliance
Wealth
Smart strategies from a certified tax advisor help grow your money, protect your assets, and build long-term financial freedom.
- Investment planning
- Asset protection
- Retirement optimization
Legacy
Protect what you've built and make sure your wealth lasts for the next generation with a certified tax strategist approach.
- Succession planning
- Generational wealth
- Trust & estate planning
Our Network
Trusted by Business Owners
Our network of Certified Maverick strategists and certified tax advisors has helped hundreds of business owners discover tax savings they didn't know existed.
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Our Community
Real Advisors. Real Results. Real Community.
Frequently Asked Questions
What is a Certified Maverick?
A Certified Maverick is a credentialed tax professional (CPA, EA, or CFP) who has completed advanced certification in tax strategy, wealth building, and legacy planning. They go beyond tax filing to find legal savings through entity structuring, cost segregation, R&D credits, and exit planning.
How is a Certified Maverick different from a regular CPA or tax preparer?
Most tax pros focus on filing returns. Certified Mavericks plan proactively across three pillars, Tax, Wealth, and Legacy, to reduce what you owe before tax season, not just report it after.
Who should work with a Certified Maverick?
Business owners and entrepreneurs paying $50,000 or more per year in taxes benefit most, especially those planning to sell or exit their business.
How much does a consultation cost?
The initial consultation is free, with no obligation. You'll get a response within 48 hours.
Where are Certified Maverick strategists available?
The network includes 50+ strategists across 25 states, with both local and remote engagements available.
How much have Certified Mavericks saved clients?
Over $1 billion in total client tax savings, with individual clients reporting $95,000 to $470,000 saved in a single year or transaction.
Ready to Work with a Certified Maverick?
Connect with trusted Certified Tax Advisors who specialize in Tax, Wealth, and Legacy planning. Find savings your current advisor is missing.