Why Certified Maverick
Built for Business Owners Focused on Wealth Strategies
Certified Mavericks are trusted tax professionals who use proven wealth strategies to help you find savings your current advisor is missing.
The Certification Process
How Advisors Become Certified Mavericks
Not everyone can become a Certified Maverick. Our rigorous certification process ensures only the most dedicated and skilled professionals in asset protection and tax strategy earn this distinction.
Application & Screening
Candidates must hold professional credentials (CPA, EA, CFP) and demonstrate a commitment to serving business owners.
Intensive Training
Complete our in-depth training on advanced tax strategies, wealth protection, and legacy planning.
Certification Exam
Pass our exams to prove you know the Three-Pillar Framework and can use it in the real world.
Ongoing Excellence
Stay certified through IRS continuing education, working with peers, and meeting high standards of honesty and transparency.
Comprehensive Curriculum
What Mavericks Learn
Our training covers the three pillars that protect your money. Tax, Wealth, and Legacy, built around advanced wealth strategies for business owners.
Tax Mastery
- Cost Segregation Studies
- R&D Tax Credits
- Entity Structuring
- Tax-Loss Harvesting
- Qualified Opportunity Zones
Wealth Strategies
- Asset Protection
- Retirement Optimization
- Investment Tax Planning
- Real Estate Strategies
- Deferred Compensation
Legacy Planning
- Business Valuation
- Succession Planning
- Generational Wealth Transfer
- Trust & Estate Strategies
- Business Transition Planning
Our Community
Real Advisors. Real Results. Real Community.
Success Stories
Hear From Business Owners Like You
Real results from clients improving their financial outcomes through better asset protection and strategic planning.
Before working with my Certified Maverick, I was leaving money on the table every year without even knowing it. Last year alone, we saved over $180,000 in taxes legally. It changed everything for my business.
David Martinez
Founder, Martinez Construction
I've worked with CPAs my entire career, but none of them thought proactively about my wealth. My Maverick doesn't just file my taxes. They plan my future. I finally feel like I have a real partner.
Rachel Kim
CEO, Bloom Digital Agency
When I sold my e-commerce business, my Maverick structured the deal to save me nearly half a million in taxes. That money is now working for me in real estate. Best decision I ever made.
James Wilson
Serial Entrepreneur
$1B+
Total Client Savings
50+
Elite Strategists
25
States Covered
4.9★
Average Rating
Frequently Asked Questions
How does an advisor become a Certified Maverick?
Through a four-step process: application and credential screening (CPA, EA, or CFP required), intensive training in advanced tax strategies, passing certification exams on the Three-Pillar Framework, and maintaining ongoing IRS continuing education.
What credentials do Certified Mavericks hold?
Every strategist holds a recognized professional designation, CPA, Enrolled Agent, or CFP, before entering the certification program.
What is the Three-Pillar Framework?
A planning approach covering Tax (entity structuring, credits, compliance), Wealth (asset protection, retirement, investments), and Legacy (succession, trusts, generational wealth transfer), so all three plans work together.
What strategies are Certified Mavericks trained in?
Cost segregation studies, R&D tax credits, entity structuring, tax-loss harvesting, Qualified Opportunity Zones, deferred compensation, business valuation, and trust and estate planning.
Are the tax strategies legal?
Yes. All strategies are IRS-compliant and based on existing tax law, the same approaches used by large corporations and high-net-worth families, applied to business owners.
How do Certified Mavericks stay current?
Certification requires ongoing IRS continuing education, peer collaboration, and adherence to standards of honesty and transparency.
Ready to Work with a Certified Maverick?
Talk to a trusted advisor who can help you save on taxes, build wealth, and strengthen your legacy planning.